Lakewater Advisors Pvt Ltd – Portfolio Management Services (PMS)

Lakewater Advisors Private Limited is a SEBI-registered Portfolio Management Services (PMS) provider, holding registration number INP000006767. As an investment management firm, Lakewater specialises in strategically allocating capital to a select portfolio of high-quality, publicly traded Indian enterprises. Our investment philosophy centres on identifying companies with robust fundamentals trading at attractive valuations, with a long-term investment horizon. Our core objective as investment managers is to preserve capital, with the subsequent aim of generating returns that outperform the benchmark equity index over the extended term. Founded by a consortium of seasoned and accomplished professionals, Lakewater is driven by a mission to leverage India's significant economic expansion for global benefit.

AUM (₹ Cr)

37.17

Clients

33

Strategies

1

As On

30 November 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Lakewater Advisors Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Growth Multi Cap & Flexi Cap 3.34% 10.30% 7.67% Jun 2019

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

Portfolio Managers & Fund Management Team

Mr Pankaj Singhania

Co-founder & Fund Manager

Mr. Pankaj Singhania, Co-founder and Fund Manager, brings a unique blend of expertise to investment analysis. A Chartered Accountant, Cost Accountant, and former Civil Servant, he possesses a distinguished ability to assess company fundamentals alongside management quality, all within the purview of the legal framework. His extensive background in corporate evaluations, international taxation, investigations, and system audits equips him with a rigorous perspective on companies, firmly grounded in statutory compliance and corporate governance standards. Furthermore, his profound involvement in policy formulation and understanding of its subtle yet significant impact on corporate entities offers a distinct advantage. This confluence of macro-economic insight and micro-level company evaluation, coupled with over 25 years of experience and extensive engagement with leading industry figures, has culminated in sophisticated investment insights and strategies that transcend conventional market dynamics.

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Regulatory Information

SEBI Registration: INP000006767

Registered Office: 604, Martin Business Park,Block Bp 3, Salt Lake, Sector V, Kolkata,Kolkata,West Bengal,India-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.

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)