Stalwart Value

Stalwart Investment Advisors LLP is a boutique SEBI-registered portfolio management firm founded in 2014 by a team of CFA (US) charter holders with deep experience across fundamental research and portfolio management. The firm operates a single PMS scheme called 'Wealth Guardian', a multi-cap fund with founder capital invested alongside clients, ensuring skin-in-the-game and alignment of interests. Stalwart’s approach emphasises capital safety and performance-linked fees. For more details see the PMS page on the official website. :contentReference[oaicite:0]{index=0}

Capital safety first, with a fee structure that ensures the firm earns only after clients earn. Fixed fees are 0.50% p.a. with a performance fee of 20% above a 7% hurdle rate. Deployment of capital is disciplined and valuation-based. :contentReference[oaicite:1]{index=1}