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Lake Water PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Lake Water PMS is too nascent a PMS to recommend investments in.

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 (118cr) | Promoter Category ()

PMS Background

Lake Water Advisors PMS is a very young (founded in 2019) Kolkatta based PMS provider, that was set up by Pankaj Singhania (a highly seasoned CA).

PMS Investment Philosophy

  • Asset Light– Lakewater PMS focuses on asset light models as they lead to better return on assets, lower profit volatility, flexibility and scale-driven cost savings. This in turn ensures lesser load on fiscal performance via models. Asset light models are used as an instrument to constantly battle market disruptions better. 
  • Sound Corporate Governance-Focus on corporate governance helps to attract domestic and foreign investors. A company’s trajectory is well defined by its compliance with governing rules. Companies that have an efficient governance can achieve financing, maintain share value, improve long term sustainability, and have transparency in reporting. 
  • Debt Free– Seek for companies that have no or low debt businesses which are low-risk investments. Businesses that have low debt are least affected by a regressive economy or leap in interest rates. The precursor here being protected from fluctuating interests has a better way of dealing with fiscal formalities. 
  • Research and Development– Lakewater PMS believes in replicating efforts backed by unfaltering research. Lakewater PMS invests in companies that invest their time in revolutionary research and whose creations stand out. Lakewater seek to invest in firms creations.  

 

Inv Team

Investment Team

Pankaj Singhania | 2-star rated FM

Co-Founder | 6 yrs at current firm

Pankaj Singhania is a CA and a former Civil Servant. He has more than 25 years of experience across corporate assessment, international taxation, investigation, system scrutiny among other things.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Lake Water Growth Large & Midcap GARP 18.9 3.7 16.2 13.2

Returns as of 31-Aug-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.

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