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Valcreate Investment Managers LLP (Valcreate) was founded in 2017 by Rajesh Pherwani and was awarded a Portfolio Management Services (PMS) license on 5-Apr-2018. Valcreate strategies were run on the Valcreate PMS platform between 2018-2021, and briefly on a partner-PMS platform in 2021. During the peak of Covid in 2020, Valcreate strategies achieved the no.1 position in the one-year category within the PMS industry for many months. In Oct-2022, Valcreate was awarded a new PMS license (INP000007599) and strengthened its core investment team with Ashi Anand joining as a strategic partner. Today, Valcreate manages multiple client accounts under various portfolio strategies and maintains a strong industry track record.
Valcreate follows a disciplined, research-driven investment approach centered on its proprietary GQV (Growth, Quality, Valuations) Investment Framework. Growth focuses on sustainable medium-to-long-term capital-efficient business expansion. Quality emphasizes competitive moats, governance standards, management integrity, and financial strength. Valuations focus on acquiring high-quality businesses at reasonable prices while avoiding value traps and overpriced growth. The firm follows clearly defined investment processes including formal Investment Committee approvals, monthly Red Team reviews, quarterly portfolio reviews, and structured documentation through its proprietary IME Insights research system to ensure rigor, discipline, and long-term value creation.
Rajesh Pherwani
FMFund Manager (Valcreate Strategies)
Rajesh Pherwani has over 27 years of research and fund management experience at leading AMCs including HDFC Ltd, HDFC AMC, and L&T AMC. He worked as a senior equity analyst at HDFC Ltd & HDFC AMC between 1996-2004 and later joined L&T AMC as Head of Research and Fund Manager from 2012-2016. His track record includes multiple multibagger stock picks and top quartile fund performance. He founded Valcreate in 2017 and established it as a SEBI registered PMS in 2018. Under his leadership, Valcreate strategies ranked no.1 in 2020 during the Covid period. He regularly appears in media interviews and financial publications.
Ashi Anand
FMFund Manager (IME Strategies)
Ashi Anand has over 20 years of fund management experience at top AMCs including ICICI Prudential, Kotak Investment Advisors, and Allegro Capital. His career includes 5 years at ICICI-Pru PMS, 8 years at Kotak Investment Advisors, and 3 years at Allegro Capital. He has delivered consistent outperformance across diverse market conditions using a micro-trend focused investment approach. He also developed IME Insights, Valcreate’s proprietary research management solution.
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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.