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Valentis PMS

PMS Rating

IME PMS Rating

4 of 5 stars

Highly recommended for aggressive investors looking for Multi Cap strategies with Small Cap bias: Valentis PMS has the ingredients to emerge as a strong niche PMS provider. The strong research pedigree of its founder (even as his fund management experience is relatively recent), along with a strong focus on value investing, makes this a decent option for investors seeking to invest in value stocks.

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 (690cr) | Promoter Category ()

AMC Background

Valentis Advisors PMS was founded in 2016 by Jyotivardhan Jaipuria (a seasoned & respected ex-DSP ML fund manager).

Investment Philosophy

Valentis Advisor’s follow a 3 “U” Philosophy – aiming to buy stocks that are undervalued, underperforming and under-owned. There is a strong research focus, with an aim to make long-term investments in stocks that are at an ‘inflection point’ in their earnings cycle.

Valentis is not willing to pay exorbitant valuations for growth. GARP is their motto.

Inv Team

Investment Team

Jyotivardhan Jaipuria | 5-star rated FM

Founder and MD | 38 yrs Experience | 9 yrs at current firm

Past Experience: Manager Director (Bank of America Merrill Lynch), Manager (ICICI Bank)

Jyotivardhan Jaipuria comes with more than 2 decades of experience. He was the Head of Research and strategist for India at Bank of America Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist, he was rated amongst the top strategists in India by leading institutional investors in India. Jyotivardhan has also served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Prior to DSP Merrill Lynch, he worked in ICICI in the Project Financing Department. Jyotivardhan graduated in Commerce (B.Com) from Sydenham College and has an MBA from the Indian Institute of Management, Ahmedabad.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Returns as of 31-May-24.

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