InvestValue launches ‘India Winners’ multi-cap PMS; targets Rs 500 crore AUM in first year

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Wealthtech firm InvestValue Fintech has launched a discretionary portfolio management service (PMS) under its subsidiary InvestValue Capital, betting on India’s long-term growth theme as it expands its wealth management offerings.

InvestValue Capital aims to scale assets under management to Rs 500 crore within the first year and Rs 3,000 crore over the next three years, supported by its partner ecosystem and investment process, it said.

The company said its platform, launched in October 2025, is growing at a 2.5x rate and has more than 1,200 active partners across India, with a strong presence in metros and Tier-2 cities. It also claims a client base of over 15,000 customers, with the platform having handled transactions totalling more than Rs 2,000 crore.

The PMS, branded ‘InvestValue India Winners’, is a multi-cap strategy that will invest across market capitalisations, focusing on companies expected to benefit from structural shifts in the economy such as formalisation, rising consumption, manufacturing growth and digital transformation, the firm said.

“The Indian economy is at an important phase, supported by domestic demand, policy continuity, and increasing participation in capital markets. The India Winners strategy reflects our belief that disciplined, research-driven investing in quality businesses can help investors participate in India’s long-term growth story,” said Tushar Bopche, co-founder and CEO, InvestValue.

Aditya Agarwala, co-founder and CIO, said the portfolio will focus on businesses with durable competitive strengths rather than short-term momentum. “Our investment approach combines conviction with risk awareness, ensuring that portfolio companies meet both qualitative and quantitative investment criteria,” he said.

The launch comes as high-net-worth individuals and institutional investors are increasingly looking for professionally managed investment solutions beyond benchmark-oriented strategies, the company said.

The strategy will be offered in compliance with SEBI’s PMS regulations and will be managed by InvestValue Capital’s investment team. The firm said it will focus on transparent communication, periodic portfolio updates, and alignment of interests with investors.