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Composite Edge PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Composite Investments PMS has not yet developed its credentials as a credible PMS player. It is yet sub-scale and lacks a strong investment team or investment philosophy. We do not recommend investments in Composite PMS.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (125cr) | Promoter Category ()

PMS Background

Composite Investment PMS is part of the Composite broking platform (a mid-sized broker).

PMS Investment Philosophy

Composite Investments PMS does not have a PMS level investment philosophy, with philosophy being driven at a scheme level instead.

Inv Team

Investment Team

Satish Dutt | 3-star rated FM

MD | 37 yrs Experience | 29 yrs at current firm

Past Experience: Director (Composite Insurance)

Satish Bhat is a CA, with 25 years of experience in equity markets as a BSE-NSE Member.

Vinod Jayaram | 3-star rated FM

Fund Manager | 18 yrs Experience | 5 yrs at current firm

Past Experience: Director-E&R Advisors

Vinod specializes in investing in listed Indian mid and small cap companies. He is always in the lookout for companies that are relentlessly taking small steps in the right direction that in turn builds on itself and gains momentum and produces more and more positive results, just like a flywheel. He was associated with one of the best performing small & mid cap fund (Novastar Funds) during 2010-2015 (family of a board member at Berkshire Hathaway invested in the fund). He has done his PGDM from IIM Lucknow and B.com (Hons) from Sri Satya Sai University. His interests include Crossfit, Vipassana, Running and Reading.

Kedar B | 3-star rated FM

FM | 21 yrs Experience | 5 yrs at current firm

Past Experience: ICICI Bank (Investment Specialist), Wealth Advisors (Sales), Infosys and Oracle

Kedar B is the FM at Composite Edge PMS. While he has over 20 years of expeirence, he lakcs direct experience at the Fund Managing level. His previous stints inlucde ICICI Bank (Investment Specialist), Wealth Advisors (Sales), Infosys and Oracle. Currently, He also runs his own venture Congruence Advisers. He has done his MBA from IIM,K.

Gajendra Manavalan | 3-star rated FM

FM | 19 yrs Experience | 2 yrs at current firm

Past Experience: Kotak Mahindra Old Life Insurance, Korak Mahindra General Insurance, Kotak Mahindra Old Mutual Life Insurance, MetLife

Gajendra Manavalan is the Debt FM at Composite Edge PMS. He brings over 19 years of experience, with past FM stints at Kotak Mahindra Old Life Insurance, Korak Mahindra General Insurance, Kotak Mahindra Old Mutual Life Insurance and MetLife. He has done his MBA from ICFAI, Bangalore.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 28-Feb-24.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.