Ionic Asset Management – Portfolio Management Services (PMS)

Ionic AMC operates as a contemporary alternative asset management firm, specializing in distinctive, high-return investment strategies. Our focus areas include Pre-IPO investments (PIPE), performing credit instruments, late-stage private equity opportunities, and global technology sector allocations.

AUM (₹ Cr)

565.92

Clients

246

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Ionic Asset Management Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
PIPE Strategy Multi Cap & Flexi Cap Jan 2025
Ionic Yield Enhancer Strategy Debt Feb 2025
Ionic Allocate Portfolio - Moderate Multi Asset Apr 2025
Ionic Allocate Portfolio - Equity Multi Cap & Flexi Cap Mar 2025
Ionic Allocate Portfolio - Aggressive Multi Asset Mar 2025

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

Portfolio Managers & Fund Management Team

Mr Gaurav Aggarwal

Fund Manager

The individual formerly served as a Fund Manager at Kotak Investment Advisors Limited. During their tenure, they played a pivotal role in the conceptualization and operation of India's inaugural discretionary multi-asset fund, which successfully garnered Assets Under Management exceeding INR 3,500 Crores.

Mr Harsh Gupta

CIO

With a distinguished 15-year tenure in investment and research, [Harsh's Full Name] brings extensive expertise to our platform. His prior roles include Chief Investment Officer at Ashika Group, directorship at NSE GIFT City, and consultancy within Bain & Company's private equity division. He holds a Bachelor of Arts in Economics from Dartmouth College, a Master of Business Administration from INSEAD, and is a CFA charterholder. Additionally, [Harsh's Full Name] is a published author, having co-authored two books, with his most recent work receiving an endorsement from the Honourable Prime Minister of India, Mr. Narendra Modi.

Mr Piyush Thakkar

Fund Manager

Possessing over two decades of comprehensive expertise in the full spectrum of credit transactions, including origination, underwriting, ongoing monitoring, and eventual exits. This experience spans diverse financial platforms, encompassing commercial banking, non-banking financial companies (NBFCs), and Alternative Investment Funds (AIFs).

Interested in Ionic Asset Management?

Get in touch with our partner to learn more about Ionic Asset Management's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000009117

Registered Office: 601, 6th floor, Ackruti Star, Central Road, MIDC, Chakala MIDC, Mumbai - 400093

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.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

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