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INVasset PMS is an algorithm-driven portfolio management firm built on proprietary research and disciplined market-cycle investing. Using its in-house INVasset AAID (Advanced Algorithms for Investment Decisions) system, the firm first evaluates algorithmic signals and then determines the prevailing equity market stage to design portfolios accordingly. Its approach is rooted in capital protection, cycle awareness, growth orientation, and quality-focused investing across value, growth, quality, and safety stages of the market.
INVasset follows a structured market-stage investing framework: Value Stage (investing in strong mid & large caps during deep corrections), Growth Stage (identifying emerging small & mid-cap leaders in fresh bull markets), Quality Stage (focusing on dominant large caps during expensive markets), and Safety Stage (prioritizing capital protection via liquid funds, arbitrage, and gold during overheated conditions). Core beliefs include avoiding recency bias, understanding ambiguity of expectations, maintaining growth orientation, emphasizing quality, respecting interest rate cycles, and treating capital as sacred.
Anirudh Garg
FMFund Manager and Partner
Bachelor’s from SSCBS and Master’s from ICMA Centre, UK. Architect of the proprietary INVasset AAID investment system. Brings 17+ years of managing proprietary funds and 5+ years managing INVasset with 28%+ CAGR since inception.
Rajnish Garg
Founder and Partner
Chartered Accountant and Company Secretary with 32+ years of equity market investing experience across multiple market cycles. Known for flawless compliance history with SEBI and disciplined long-term investing.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.