ithought Financial Consulting LLP – Portfolio Management Services (PMS)

ithought is a Securities and Exchange Board of India (SEBI) registered entity specializing in research-driven investment strategies. Our Portfolio Management Service (PMS) adheres to the fundamental tenets of value investing. Our offerings are tailored for investors seeking judicious long-term capital appreciation through a disciplined investment approach involving measured risk exposure. We focus on identifying and investing in fundamentally sound companies with established business models, acquired at attractive valuations.

AUM (₹ Cr)

3525.81

Clients

1820

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

ithought Financial Consulting LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
SOLITAIRE Multi Cap & Flexi Cap 0.81% 21.56% 23.26% Aug 2019
VRDDHI Small Cap -18.46% 19.28% May 2021
TRUBLU Large Cap 12.82% 15.73% Mar 2021
SPHERE Multi Asset 32.68% 27.97% Dec 2021
NIO Multi Asset 23.90% 25.43% Oct 2022

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

Portfolio Managers & Fund Management Team

Mr Rajat_Setiya

Co-Fund Manager

With over 13 years of dedicated experience in financial markets, Rajat brings a wealth of expertise to our platform. His prior professional roles include significant tenures at Elevation Capital (formerly SAIF Partners), a diversified fund operating across various sectors and investment stages, RARE Enterprises, the family office of Mr. Rakesh Jhunjhunwala, and Moody's Analytics. Before establishing ithought, Mr. Setiya founded VRDDHI Capital Investment Advisors, a SEBI Registered Investment Advisory firm holding registration number INA10008832. He holds a Bachelor of Commerce (Honours) from Delhi University and has successfully completed Level 2 of the CFA program.

Mr Rohit_Balakrishnan

Co-Fund Manager

With over 13 years of engagement in the financial markets, Rohit possesses extensive experience. His prior roles include positions at McKinsey & Co., Elevation Capital (formerly SAIF Partners), a fund with a sector and stage-agnostic investment strategy, and RARE Enterprises, the family office of Mr. Rakesh Jhunjhunwala. Before his current tenure at ithought, Mr. Balakrishnan established and led VRDDHI Capital Investment Advisors, a SEBI Registered Investment Advisory firm (SEBI Registration # INA10008832). Mr. Balakrishnan holds a B.B.S. degree from Delhi University.

Mr. Shyam Sekhar

Fund Manager, PMS

With over three decades of dedicated investment experience, Mr. Shyam Sekhar specializes in high-growth, franchise-based business models. His investment philosophy centers on a value-oriented strategy, prioritizing the identification of promising opportunities within emerging companies through rigorous, research-driven methodologies. His expertise encompasses a broad understanding of various industries gained as a research analyst, proficiency in constructing substantial investment portfolios, and a proven ability to navigate diverse market cycles.

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Regulatory Information

SEBI Registration: INP000006448

Registered Office: 554/555, Level 5, Capitale Towers, Anna Salai, Teynampet, Chennai, Tamil Nadu 600018

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)