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Joindre PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a Recommended AMC: Joindre PMS is yet sub-scale and yet to prove its longer-term investment management credentials. The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.

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 (45cr) | Promoter Category ()

PMS Background

Joindre PMS is the PMS arm of Joindre Capital (a relatively small retail brokerage set up in 1995).

PMS Investment Philosophy

Joindre PMS follows a value investment approach.

Inv Team

Investment Team

V Jayaram | 3-star rated FM

CIO & Fund Manager

Past Experience: Fund Manager (Shreyas Stocks Pvt Ltd)

V Jayaram is a CA with more than 25 years of experience in equity research and fund management. He is an ardent believer and follower of the value investing philosophy.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Joindre Value Flexi Cap GARP 40.2 10.3 19 17

Returns as of 31-Aug-24.

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Details shared above, are only a short-snapshot of the more detailed analysis that resides in IME’s Proprietary RMS (Research Management Solution).

The IME RMS is the first tool ever, to give investors direct access to the insights of the central research team. Investors gain direct access to our ratings, rating rationales & analysis across thousands of funds (MFs, PMSs, AIFs, Global funds), asset classes, categories & more.

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