InvestValue Launches Multi-cap PMS; Targets ₹3,000Cr AUM in Next Three Years

Wealthtech firm InvestValue Fintech has announced the launch of its discretionary portfolio management service (PMS) under its subsidiary InvestValue Capital. 

According to the company, it is growing at a 2.5x rate and has more than 1,200 active partners across India, with a presence in metros and Tier-2 cities. It also claims a client base of more than 15,000 customers, with total handled transactions exceeding INR 2,000 crore.

The PMS, which is branded as ‘InvestValue India Winners’, will invest across market capitalisations, with a focus on companies expected to benefit from structural shifts in the economy, such as formalisation, rising consumption, manufacturing growth, and digital transformation.

“The Indian economy is at an important phase, supported by domestic demand, policy continuity, and increasing participation in capital markets. The India Winners strategy reflects our belief that disciplined, research-driven investing in quality businesses can help investors participate in India’s long-term growth story,” said Tushar Bopche, co-founder and CEO, InvestValue.

Aditya Agarwala, co-founder and CIO, said the portfolio will focus on businesses with durable competitive strengths rather than short-term momentum. “Our investment approach combines conviction with risk awareness, ensuring that portfolio companies meet both qualitative and quantitative investment criteria,” he said.

The launch comes as high-net-worth individuals and institutional investors increasingly seek professionally managed investment solutions beyond benchmark-oriented strategies, the company said.

InvestValue Capital said that it aims to scale assets under management to INR 500 crore within the first year and INR 3,000 crore over the next three years. It also said that the strategy will be offered in compliance with SEBI’s PMS regulations and will be managed by InvestValue Capital’s investment team.