Neeti's Objectives

Our objective is to become the trusted outsourced CIO for our investors.

We aim to do this by aligning the interests of investors with those of the portfolio manager.

The fund will allocate investor capital together with the portfolio manager’s capital to carefully selected managers who have a strong value bias. The underlying funds are geographically and thematically unrestrained.

We have a proven methodology to identify good quality managers, do due diligence on them, allocate, monitor and rebalance allocations periodically.

The portfolio manager has been doing this for his personal portfolio since 2005.

About the Fund Manager

P. V. Ramanathan (Ram) is a CA by qualification who has been focused on analyzing managers since 2005

  • He attends a minimum of three value conferences a year
  • Widely connected with the value investing community globally
  • Has been personally investing with value managers since 2005
  • Very large portion of his net worth is invested in this fund
  • Possesses a proven fund manager selection methodology - proprietary checklist, due diligence, and regular reviews.