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Long-term value investing focused on safety of principal and adequate returns.
Willow Advisors LLP is a SEBI-registered Portfolio Management Services firm headquartered in Mumbai. Known for its quality service, integrity, and customer-centric approach, the firm has built a strong niche in long-term value investing. The team comprises experienced professionals dedicated to disciplined investment strategies. Its clientele includes Resident Indians, NRIs, and corporate entities.
Willow Advisors follows a long-term investment strategy focused on safety of principal and delivering adequate returns. The firm invests in excellent businesses that it understands deeply, with strong competitive advantages, honest and capable management, and sensible valuations. The investment approach is rooted in value investing principles inspired by Benjamin Graham and refined by Warren Buffett and Charlie Munger.
Rustam Kumana
Designated Partner
Mr. Kumana has over 14 years of experience tracking companies and studying their fundamentals. Through his family office, he has managed equity and debt portfolios. He follows value investing strategies inspired by Benjamin Graham and refined by Warren Buffett and Charlie Munger, and regularly engages with industry veterans to identify investable companies.
Saroosh Dinshaw
Designated Partner
Mr. Dinshaw has managed equity, debt, and real estate portfolios through his family office. He previously worked with IDFC Investment Advisors for over 9 years, serving as Vice President – Head of Proprietary Equity, where he managed IDFC’s proprietary equity portfolio focused on infrastructure investments via private equity and secondary markets.
Nisarg Ganatra, CFA
Principal Officer
Mr. Ganatra is a CFA charter holder responsible for applying institutional fund management best practices. His role includes stock-specific and industry analysis using value investing principles, as well as tracking and studying fundamentals of existing and potential investments.
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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.