Value Prolific Investments and Consulting Pvt Ltd – Portfolio Management Services (PMS)

Value Prolific Investment and Consulting Private Limited (ValPro PMS), established in 2021, is a dedicated Portfolio Management Services (PMS) provider. We leverage proprietary, in-depth research to develop and implement innovative investment strategies designed to generate superior risk-adjusted returns for our clientele. Our investment philosophy is rooted in fundamental analysis and rigorous research, focusing on identifying securities with the potential for above-average returns compared to their industry peers and possessing sustainable competitive advantages. Our investment selection process prioritizes companies with robust balance sheets, strong corporate governance practices, and scalable business models. This approach aims to mitigate price volatility stemming from limited trading volumes. Furthermore, we actively identify promising growth sectors during our evaluation phase. ValPro PMS offers a comprehensive range of PMS services across diverse asset classes, providing clients with access to investment opportunities in: * **Listed Securities:** Equity and preference shares, debentures, bonds, and secured premium notes of Indian corporations. * **Pooled Investment Vehicles:** Units and other instruments of mutual funds, Real Estate Investment Trusts (REITs), and Infrastructure Investment Trusts (InvITs). * **Money Market Instruments:** Government securities, commercial papers, trade bills, treasury bills, certificates of deposit, and usance bills. * **Derivatives:** Listed options, futures, swaps, and other permissible derivative instruments. * **Alternative Assets:** Commodities, including gold and silver, and shares of private companies, encompassing Small and Medium-sized Enterprises (SMEs) and startups.

AUM (₹ Cr)

158.63

Clients

10

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Value Prolific Investments and Consulting Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Alpha A Multi Cap & Flexi Cap 0.43% 14.98% Apr 2021
Balanced B Mid & Large Cap 7.53% 10.84% Jul 2021
Conserve C Large Cap 1.20% 13.91% Apr 2021

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

Portfolio Managers & Fund Management Team

Mr Anshuman Khanna

Fund Manager

Anshuman brings over two decades of diverse industry experience, having held board and senior management roles across multiple sectors including mining, financial services, oil trading, textiles, and real estate. He has provided advisory services on transactions encompassing investments, project financing, and divestitures with a combined value exceeding USD 2 billion. These transactions span industries such as education, oil & gas, power, shipping, real estate, and cement. Anshuman is also the author of "Equity.in," a publication focused on the Indian stock market. This book offers an in-depth analysis of the Indian equity landscape, including a detailed examination of company valuations within the context of India's regulatory and financial framework. Academically, Anshuman holds a B.Com (Hons) degree from Shri Ram College of Commerce, is a Chartered Accountant, and a qualified legal professional. His early career involved a tenure at a prominent Indian corporate law firm.

Mr Chaitanya_Gadia

Fund Manager

Mr. Chaitanya brings over fifteen years of extensive experience across financial markets, real estate, and business development. His expertise lies in conducting in-depth analyses of company financials and valuations to identify sustainable long-term growth catalysts. He holds a Bachelor of Commerce (Honours) degree from Sri Ram College of Commerce, New Delhi, and is a qualified Chartered Accountant. His professional background includes a tenure at Ernst & Young, where he gained exposure to corporate taxation during his Chartered Accountancy studies. Further augmenting his investment acumen, he has completed Value Investing and Advanced Value Investing programs at Columbia University, New York, USA, enriching his understanding of global investment strategies and valuation methodologies.

Ms Neha Khanna

Fund Manager

Ms. Neha brings a wealth of expertise in investment banking and financial advisory services. Her professional journey has been marked by extensive engagement with Indian start-ups and small and medium-sized enterprises (SMEs), where she effectively utilized her established investor network and cross-sectoral knowledge. She has occupied senior management and board positions within organizations spanning the apparel, travel, financial services, and real estate industries. Academically, she holds a Bachelor of Commerce (Honours) from Shri Ram College of Commerce, is a Chartered Accountant, and possesses an MBA from Said Business School, University of Oxford. Her professional experience includes a tenure at PwC during her Chartered Accountancy studies.

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Regulatory Information

SEBI Registration: INP100007189

Registered Office: F-3, Bhagat Singh Market, New Delhi, 110001

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)