Cosmea Quantamental Cat Iii Aif Master Trust — Cosmea Investment Management | wisefolio

Cosmea Quantamental Cat Iii Aif Master Trust

Technology-First. Data-Driven. Investor-Centric.

IN/AIF3/24-25/1704Cat III

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Cosmea Quantamental Cat III AIF Master Trust is a SEBI-registered Category III Alternative Investment Fund (reg. IN/AIF3/24-25/1704), registered in January 2025 and managed by Cosmea Investment Management Private Limited, the AIF arm of Cosmea Financial Holdings — a Mumbai-based digital financial services conglomerate founded by Sam Ghosh. The fund employs a quantamental investment strategy, blending quantitative modelling with fundamental research across listed Indian equities, and operates as the flagship Category III AIF vehicle of the Cosmea Group alongside its Portfolio Management Services (PMS) platform. Cosmea Financial Holdings manages and advises approximately ₹1,000 crore in AUM across capital markets, wealth management, broking, and advisory services. In January 2025, the Group received SEBI approval to sponsor a mutual fund, planning to invest ₹200 crore in an AMC focused on Quant and Smart Beta strategies. The Group has also secured a Fund Management Entity licence in GIFT City for offshore operations, and entered a distribution partnership with WisdomTree, a global ETF sponsor managing over USD 100 billion in AUM.

Investment Philosophy

Cosmea's investment philosophy is grounded in quantamental investing — combining systematic, data-driven quantitative models with deep fundamental research to identify high-conviction opportunities in Indian listed equities. The firm leverages cutting-edge technology and factor-based frameworks (including Smart Beta strategies) to deliver superior risk-adjusted returns. Cosmea operates as a technology-first, digital platform-driven investment house, targeting both retail and institutional investors through innovative, data-driven financial products.

Team— 2

Sam Ghosh

Founder & Chairman

Sam Ghosh is the Founder and Chairman of Cosmea Financial Holdings, the parent group of Cosmea Investment Management. He is a Fellow Chartered Accountant (ICAEW) and a Mechanical Engineer from London University. He founded the Cosmea Group (which also operates under the 'Torus' brand) with the aim of providing all financial services under a single roof. He has led Cosmea's expansion across capital markets, PMS, AIF, mutual funds, and insurance, and guided the group toward SEBI approval for a mutual fund in January 2025.

Nadia Daredia

Head – AIF / Compliance Contact

Nadia Daredia is the SEBI-designated contact person for the Cosmea Quantamental Cat III AIF Master Trust, handling AIF compliance and regulatory matters at Cosmea Investment Management Private Limited.

Registration

SEBI Registration

SEBI-registered

Reg. NumberIN/AIF3/24-25/1704

VintageJan 2025 · 1 yr old

Valid ToPerpetual

Contact PersonNadia Daredia

Address2nd floor ICC Chambers II, Saki Vihar Road Near MTNL office Powai, Mumbai, Maharashtra, 400072

Insights

No insights published yet.

Disclaimer

Investments in AIFs carry market and credit risk including possible loss of capital. Past performance does not indicate future returns. Information shown is sourced from the issuer's PPM and SEBI filings — confirm against the latest PPM before committing. wisefolio is an information platform; it is not registered with SEBI as an investment adviser, portfolio manager, or distributor. By using this page you accept our terms and privacy policy, including the self-attestation that you are eligible to view AIF marketing material under SEBI rules.