Roha Asset Managers PMS

The firm follows a fundamental, bottom-up investment approach with a stringent stock selection process and disciplined long-term focus. Investments are made in fundamentally strong companies led by ethical and capable management and available at attractive valuations. The philosophy emphasizes management quality (integrity and competence), business quality (sustainability, predictability, profitability, operating leverage, pricing power, entry barriers, competitive advantage, capital efficiency, growth engine, and risk understanding), and valuation discipline (intrinsic value assessment using earnings, cash flows, and relevant valuation metrics). The objective is to create long-term wealth in a risk-controlled manner across listed and unlisted Indian equities, with diversification across market capitalizations and selective use of derivatives for hedging or return optimization as permitted by law.