Clubmillionaire PMS

PMS

IME's View on Clubmillionaire PMS

AMC View

The AMC has performed well over the long term, but its consumer-focused thematic investment style limits the fund manager's ability to adjust portfolio positioning in response to changing market themes, leading to potentially higher volatility in performance.

AMC Pedigree

Established in 2007, ClubMillionaire has a strong track record of over 15 years and has scaled up to an AUM size exceeding 2000 crores, demonstrating its AMC pedigree.

Team Pedigree

ClubMillionaire is a PMS service provider founded by Paresh Sangani, who has over two decades of investing experience and serves as the CIO. He is the sole fund manager, with support from a research team.

Investment Philosophy

ClubMillionaire's investment philosophy is centered on investing in highly profitable consumer franchises led by ethical management teams with a strong record of wise capital allocation. They aim to "Buy 'big' at fair valuations," seeking to invest in dominant, brand-owning consumer businesses at prices that offer a margin of safety.

AMC Background

Established in 2007, ClubMillionaire has built a track record of over 15 years and scaled to an AUM exceeding ₹2,000 crore, reflecting a credible AMC pedigree. The firm was founded by Paresh Sangani, who brings over two decades of investing experience and serves as the CIO. ClubMillionaire follows a founder-led model, with Paresh Sangani acting as the sole fund manager, supported by an in-house research team.

Investment Philosophy

ClubMillionaire’s investment philosophy is centred on identifying a small set of high-quality consumer-oriented businesses that can compound wealth over the long term. The philosophy is driven by three core pillars:

  • Highly Profitable Consumer Franchises: Focus on businesses with strong brand positioning, pricing power, and proven profitability within consumer-facing segments.
  • Ethical, Passionate Management: Preference for companies led by management teams with high governance standards and a demonstrated track record of prudent capital allocation.
  • Buying ‘Big’ at Fair Valuations: Willingness to take meaningful positions in high-conviction businesses when valuations offer a reasonable margin of safety.

Investment team

Paresh Sangani | 3-star rated FM

Founder | 23 yrs Experience | 18 yrs at current firm

Paresh Sangani is the Founder of ClubMillionaire. He joined the family business at an early age of 15 years and subsequently, pursued his passion in investing from 2004. The investment approach is derived from his practical business experience In India. He is a Post Graduate in Management from Symbiosis University, India and has had an executive education from Columbia Business School, USA.

Recommended Funds

Clubmillionaire All-Star

1 Year
11.1%
3 Year
13.6%
5 Year
11.9%

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