Invasset LLP – Portfolio Management Services (PMS)

Invasset operates as a SEBI-registered Portfolio Management Service (PMS) provider (SEBI: INP000006907), founded with the objective of facilitating individuals in achieving their financial independence. Our firm is distinguished by a dedicated research team possessing over 25 years of collective professional expertise. We leverage our proprietary INVasset AAIDTM framework, which integrates Algorithmic, Artificial Intelligence, and Data-driven methodologies, for the strategic identification of companies and sectors poised for superior alpha generation.

AUM (₹ Cr)

341.49

Clients

442

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Invasset LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Growth Pro Max Multi Cap & Flexi Cap -0.72% 31.47% 26.49% Jan 2020

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

Portfolio Managers & Fund Management Team

Mr. Anirudh Garg

Fund Manager

Mr. Anirudh Garg is a distinguished figure in financial innovation, serving as the founder of InvAsset. He holds a Bachelor of Business Studies from Shaheed Sukhdev College and a Master of Science in Investment Management from the ICMA Centre. Mr. Garg's career in finance commenced at his family's proprietary trading firm, established in 1992, with a pivotal transition occurring in 2007. His early experiences navigating the financial markets, particularly during the challenging period of 2008, provided profound insights into market mechanics. From 2008 to 2010, Mr. Garg conducted extensive research, engaging in comprehensive discussions with a broad spectrum of investors. This work led to the development of InvAsset Aid, an advanced algorithmic system. This proprietary algorithm, refined over three years and back-tested extensively since 1987, is fundamental to his investment methodology. It prioritizes predictive market analysis, mitigation of biases, and the optimal equilibrium between protecting and enhancing alpha. The successful deployment of this algorithm in managing proprietary capital from 2013 onwards paved the way for the establishment of InvAsset in 2020. Currently, InvAsset manages ₹300 crore in proprietary assets and ₹250 crore in client assets, a testament to Mr. Garg's considerable expertise and the proven efficacy of his innovative investment frameworks.

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Regulatory Information

SEBI Registration: INP000006907

Registered Office: Plot No. 14 & 15 , Canal View Enclave , Village Barewal Awana , sounth city , Ludhiana, Punjab , 142027

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)