SVAN Investment Managers LLP – Portfolio Management Services (PMS)

Svan is an investment management firm distinguished by its research-centric and data-informed approach, established with the objective of generating consistent outperformance. Our commitment lies in safeguarding and enhancing client capital, while ensuring a client experience characterized by responsiveness and fiduciary duty.

AUM (₹ Cr)

1452.82

Clients

232

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

SVAN Investment Managers LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Velocity Small & Mid Cap -5.85% Jul 2023

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

Portfolio Managers & Fund Management Team

Mr Sachin Kasera

Fund Manager

Sachin Kasera, the founder of Svan Investment Managers LLP, brings more than twenty years of seasoned investment management expertise to the platform. His core competency lies in identifying high-growth potential equity investments. His early exposure to financial markets within his family environment fostered a lifelong fascination with equities. This sustained interest and deepening comprehension of equity markets ultimately shaped his career trajectory. He maintains that sustained educational development, rigorous data analysis, and ongoing refinement of research methodologies and analytical proficiencies are fundamental for achieving success across diverse market conditions.

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Regulatory Information

SEBI Registration: INP000007988

Registered Office: 1001, 10th floor, B Wing, Kanakia Wall Street,Andheri (East), Mumbai - 400 069.

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)