Alchemy Capital: PMS Portfolio and Company Overview

Alchemy has grown in repute over the last 20 years and is currently one of the largest Portfolio Management Services (PMS) provider in the country, having lent our advice and investment skills to USD 770 mn as on (31 Mar 2023) worth of group assets. Alchemy’s institutional pedigree rests on integrity, process, insight and an unrelenting endeavour to offer consistently superior client experience.

Alchemy’s experience, intelligence networks and continuous information from trade and business analysts have guided the core investment management team in adopting nothing but the best-in-class practices to deliver on clients’ expectations and often aim to exceed them. In return, they have commended us for our efforts.

Milestones

1999

Alchemy Capital Management Pvt Ltd, an investment management firm, is founded by Hiren Ved, Lashit Sanghvi, Late Rakesh Jhunjhunwala and Ashwin Kedia, with Hiren Ved acting as Founder, Director, Chief Executive Officer and Chief Investment Officer

2000

Alchemy is registered with SEBI as a Portfolio Manager

2002

Alchemy’s portfolio management services commences

2005

Alchemy acted as Chief Advisor to an Offshore Sovereign Wealth Fund

2007

Alchemy Singapore launches its first equity fund - Alchemy India Fund Limited.

2007

Alchemy's group company, Alchemy Investment Management Pte Ltd (Alchemy Singapore) is formed and operates as an Exempt Fund Manager and Advisor with the Monetary Authority of Singapore.

2008

Alchemy Singapore launches its second equity fund Alchemy India Long Term Fund Limited.

2013

Alchemy received Wealth Asia award for Boutique Wealth Management Co. in India

2014

Alchemy Singapore got its license issued by the Monetary Authority of Singapore (MAS) for Fund Management business.

2015

Alchemy Singapore got its Investment Advisor license issued by the Securities Exchange of Commission (SEC).

2016

Alchemy Singapore won two pension fund mandates from North America.

2017

Alchemy launches its Category III – Alternative Investment Fund

2022

Alchemy’s group company, Alchemy Investment Management LLP receives IFSCA approval to start its GIFT City operations.

Alchemy Ascent

objective method investing

Our latest product, Alchemy ASCENT endeavors to provide a consistent "high alpha" investment strategy which build portfolios to deliver consistent outperformance over the long term, using an objective, back tested and data driven approach devoid of any biases.

RESULT ORIENTED
+
UNBIASED
+
DISCIPLINED
+
CONSISTENT
+
DATA DRIVEN
=
ASCENT PORTFOLIO

1Unbiased approach towards each stock
2Greed/Fear/Hope are mitigated by having objective method for investment
3Focus on Discipline & Data to generate CAGR
4Back Tested for more than 21 years across many market cycles
5Ability to scan over 2000 stocks daily to find a winner
6Endeavor to generate returns outperforming the relevant index over 3-5 Year
7Churn ratio of ~ 0.67
8Average cash level is ~ 10%
9Focused unbiased active portfolio management

Minimum Investment of INR 50 lakhs

Notes: Alchemy Capital Management Pvt Ltd (Alchemy Capital) is registered as a Portfolio manager with SEBI. Alchemy Ascent is the product of Alchemy Capital's Portfolio Management Services.

Disclaimers:

General Risk factors

All investment products attract various kinds of risks. Please read the relevant Disclosure Document/ Investment Agreement carefully before investing.

General Disclaimers

The information and opinions contained in this report/ presentation have been obtained from sources believed to be reliable, but no representation or warranty, express or implied, is made that such information is accurate or complete.
Information and opinions contained in the report/ presentation are disseminated for the information of authorized recipients only and are not to be relied upon as advisory or to be taken in substitution for the exercise of due diligence and judgement by any recipient.
The information and opinions are not, and should not be construed as, an offer or solicitation to buy or sell any securities or make any investments.
Nothing contained here in, including past performance/ back testing results, shall constitute any representation or warranty as to future performance.
The client is solely responsible for consulting his/her/its own independent advisors as to legal, tax, accounting and related matters concerning investments and nothing in this document or in any communication shall constitutes such advice.
The client is expected to understand the risk factors associated with investment & act on the information solely on his/her/its own risk. As a condition for providing this information, the client agrees that Alchemy Capital Management Pvt. Ltd., its Group or affiliates makes no representation and shall have no liability in any way arising to them or any other entity for any loss or damage, direct or indirect, arising from the use of this information.

This document and its contents are proprietary information of Alchemy Capital Management Pvt. Ltd and may not be reproduced or otherwise disseminated in whole or in part without the written consent.

Overview

Milestones

1999

2000

2002

2005

2007

2007

2008

2013

2014

2015

2016

2017

2022

Alchemy Ascent

RESULT ORIENTED

UNBIASED

DISCIPLINED

CONSISTENT

DATA DRIVEN

ASCENT PORTFOLIO

Minimum Investment of INR 50 lakhs