Our asset is our clients and we always work hard to offer them the best investment solution. We offer the following to our clients:
Our services that can help clients sail smoothly in the world of investments
Discretionary Portfolio Management Services (DPM Services):
At Anvil, we have a common and consistent investment philosophy that is followed for all our clients. We strive to create long-term wealth for our clients, not withstanding the short-term disruptions/noise.
Our investment framework is based on five key principles:
Management quality, earnings growth, adequate margin of safety, intrinsic value and size of the opportunity. We believe that volatility is our best friend, as it provides good entry points at lower levels for the stocks that we like and have been well researched by our team. We constantly keep evaluating our stock picks, and monitor the progress. Any deviations from our original thesis in a particular stock is evaluated thoroughly followed by a quick and appropriate action.
The Advisory Services are offered under SEBI (Portfolio Managers) Regulations, 2020 as amended from time to time. Our responsibility includes advising on the portfolio strategy and investment and divestment of individual securities in the portfolio, for an agreed fee structure. We provide investment advice on a non-binding basis. All other incidental activities pertaining to execution and settlement are solely client’s responsibility. The minimum investment amount mandated by the SEBI is Rs. Fifty lakhs per account.
Santulan Growth Fund:
Santulan Growth Fund was registered under SEBI Category III Alternative Investment Fund Regulations (2012) in October, 2019. Anvil Farlap LLP is the Investment Manager of the Fund in India and Farlap Capital is the marketing and client service partner.
Santulan Growth Fund follows the same strategy as the Portfolio Management Services. The Fund intends to create and hold a concentrated portfolio with a higher allocation to its best ideas with minimum churn to generate strong returns over a multi-year horizon.
The Fund had AUM of Rs. 156.64 crores as on 28th Feb, 2023. The Fund has delivered an annualized return of 22.20% v/s a return of 12.65% since inception as of 28th of Feb, 2023.
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