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Matterhorn Investment Advisors PMS

Hope and Stability

INP000009588PMSInvestment Manager also runs AIF

Overview

About

Matterhorn Investment Advisors LLP (MHIA) is a SEBI-registered Portfolio Manager (PMS Reg: INP000009588) and Fund Manager, founded in May 2023 by Sushil Kumar Agarwal and Arvind Tungaria. It is headquartered at 307, 3rd Floor, Horizon Tower, Jewel of India, Jaipur 302018, Rajasthan (LLPIN: ACC-3067). MHIA serves as the Investment Manager of Matterhorn Investment Trust – Matterhorn India Opportunity Fund (Category II AIF, SEBI Reg: IN/AIF2/23-24/1482) focused on public and private markets. MHIA is also the sponsor (not fund manager) of Matterhorn Capital Trust – Matterhorn India Fund (Category III AIF, SEBI Reg: IN/AIF3/23-24/1323), whose fund manager is Knightstone Capital Management LLP (LLPIN: AAB-7067). The group's operating businesses arm is Greenfinch Global Consulting (GGC), accessible at www.greec.in. Matterhorn takes its name from the iconic peak that symbolises hope and stability — the firm's guiding values since inception.

Investment Philosophy

Matterhorn's philosophy is anchored in the symbolism of its namesake peak — hope and stability. The firm follows a long-term, value-oriented investment approach for sustainable and profitable growth through a bouquet of public and private equity investments. The investment process is disciplined and strongly research-backed, with the goal of maintaining a portfolio of companies that have high-quality businesses and management teams with consistently superior performance, command a competitive advantage in their niche, and are available at reasonable valuations with multi-fold growth potential. The firm combines fundamental bottom-up equity research across public markets with private equity investing, believing that patient capital deployed in undervalued quality businesses compounded over long periods is the surest path to wealth creation.

About the firm

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Address

307, 3rd Floor, Horizon Tower, Jewel of India, Jaipur 302018, Rajasthan, India

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.

Matterhorn Investment Advisors PMS

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