Investsavvy Portfolio Management LLP – Portfolio Management Services (PMS)

InvestSavvy was established by Ashish Goel, who serves as Managing Partner and Fund Manager. Mr. Goel possesses an MS in Computational Finance from Carnegie Mellon University, graduating at the top of his class. He also holds an MBA from IIM Calcutta, where he was a rank holder, and a B.Tech from IIT Kanpur. With over 25 years of professional experience in financial markets, both within India and internationally (including Singapore, the UK, and the USA), he has held significant positions at leading financial institutions such as Bear Stearns, Dresdner Kleinwort Wasserstein, Safron (Hedge Fund), ICICI Bank, and Standard Chartered, where he reached the rank of Managing Director.

AUM (₹ Cr)

99.08

Clients

52

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Investsavvy Portfolio Management LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Alpha Fund Multi Cap & Flexi Cap -10.35% 34.18% Apr 2022

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

Portfolio Managers & Fund Management Team

Mr Ashish Goel

Managing Partner & Principal Officer

With over two decades of experience in Indian and international financial markets, including roles at prominent institutions such as Bear Stearns, Dresdner Kleinwort Wasserstein, Safron (Hedge Fund), ICICI Bank, and Standard Chartered (Managing Director), Ashish brings extensive expertise to our platform. The fund managed by Ashish has achieved top-tier rankings for both the 2023 and 2024 calendar years, and presently holds a position within the top three funds for three-year returns. Ashish's academic background is distinguished by an MS in Computational Finance from Carnegie Mellon University, where he graduated as the class topper. He also holds an MBA from IIM Calcutta, having been a rank holder, and a B. Tech in Electrical Engineering with a minor in Computer Sciences from IIT Kanpur.

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Regulatory Information

SEBI Registration: INP000007395

Registered Office: Naman Midtown, B-Wing, 1404, 14th Floor, Tulsi Pipe Road, Senapati Bapat Marg, Elphinstone (W), Mumbai – 400013.

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.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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