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Clearview Capital Advisors Private Limited – Portfolio Management Services (PMS)

Clearview Capital, established by Ayush Vimal and Vedant Bagry, operates as a specialized investment management entity prioritizing alpha generation and client interests. The firm's core objective is to deliver superior risk-adjusted returns to investors over extended investment horizons. This is achieved via a distinctive portfolio construction methodology, integrating a private equity-inspired fundamental analysis framework with a focus on special situations.

AUM (₹ Cr)

61.35

Clients

42

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Clearview Capital Advisors Private Limited Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Long Term Partners Fund Multi Cap & Flexi Cap 6.57% — — Dec 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Ayush Vimal

Fund Manager

Ayush Vimal brings over ten years of comprehensive experience within the financial services sector, encompassing Investment Banking, Taxation, and Assurance. Previously, he was a key member of the Investment Banking division at Citi. In this capacity, he provided strategic counsel to prominent global Private Equity firms and major corporations on transactions including mergers, acquisitions, divestitures, and Initial Public Offerings, achieving top performance rankings within his cohort. His advisory work has spanned deals with an aggregate potential value exceeding US$20 billion, covering the telecommunications, infrastructure, and consumer industries. Mr. Vimal holds an MBA from IIM Ahmedabad and a B.Com (Hons) from St. Xavier's College, Kolkata. He is also a qualified Chartered Accountant and Company Secretary. Beyond his professional pursuits, Mr. Vimal's interests include reading, writing, swimming, and following the career of Roger Federer.

Mr. Vedant Bagry

Fund Manager

With over ten years of experience spanning investment banking, broking, and assurance within the financial services industry, Vedant Bagry brings a wealth of expertise. Previously, in his capacity within the Investment Banking division at J.P. Morgan, he provided advisory services to premier global Private Equity funds and major corporations on strategic transactions including mergers, acquisitions, divestitures, and Initial Public Offerings, achieving top performance within his cohort. His involvement extends to transactions valued at over US$12 billion across the financial services and infrastructure sectors. Mr. Bagry holds an MBA from IIM Calcutta and a B.Com (Hons) from St. Xavier's College, Kolkata. He is also a CFA® Charterholder, a Chartered Accountant, and a Company Secretary. Outside of his professional pursuits, his interests include reading, travel, and cricket.

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Regulatory Information

SEBI Registration: INP000009029

Registered Office: Unit 703, 7th Floor, 90 Degree Magnus,Block EP, Sector V, Salt Lake City, Bidhan Nagar ,Kolkata - 700091

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)