Portfolio Management Service
Accelt Long Term Equity Fund
A concentrated, conviction-led portfolio of high-quality listed Indian businesses, chosen through our GMCV framework, with the founder's own money invested alongside yours.
Scheme at a glance
SEBI Reg. No. INP000009010
2024
Scheme launched
15+ yrs
Founder's investing experience
CFA (US) · CA · CS
MS Finance · B.Com (Hons), St. Xavier's College, Kolkata
100%
Founder-owned
The scheme
What makes the scheme different
We invest in businesses with a long runway for growth, run by honest and capable promoters, that earn high returns on capital and are available at reasonable valuations.
Investment Approach
Each company is chosen on its own merits using our GMCV framework.
Concentrated Portfolio
We own only our best ideas, so every stock in the portfolio counts.
Skin in the Game
Our founder's own wealth is invested in the same scheme as yours.
Holding Period
We hold while the thesis holds, and exit when it breaks.
Investment philosophy
Four tests every stock must pass
We buy high-quality, growing businesses at a reasonable price, using our GMCV framework.
Growth
A large opportunity
A long runway for growth
A lasting competitive advantage
Management
Honest and competent promoters
Good corporate governance
The hunger to build something big
Capital Efficiency
High return on capital employed
High return on equity
Strong free cash flow
Valuation
Growth at a reasonable price
Never "buy at any price"
Portfolio discipline
How we build the portfolio
Position size is a live decision. It grows when a company delivers, and shrinks or exits when the thesis weakens.
15–20
Stocks in a concentrated portfolio, never diversified for its own sake
Conviction-led
The stronger our conviction in a business, the larger its place in the portfolio
Disciplined exits
We trim or exit when the thesis breaks, governance slips or capital allocation weakens
Scheme performance, portfolio details and disclosures are shared in our factsheet and the SEBI-mandated Disclosure Document.
Request factsheetOur people
Who manages your money
Vaibhav Agarwal
Founder & CIO
CFA (US) · CA · CS · MS Finance · B.Com (Hons), St. Xavier's College, Kolkata
15+ years investing; formerly Head of Equity Research at a boutique PMS.
Sweta Goenka
Research Analyst
CFA (ICFAI). 13+ years in equity research, including Zacks Research.
Saurav Agarwal
Compliance Officer
20 years across operations and regulatory compliance.
FAQs
Common questions
What is the minimum investment?
₹50 lakh. After that, you can add ₹1 lakh or more at any time.
Is there a lock-in?
No lock-in. A 3% exit load applies only if you withdraw within one year.
Who can invest?
Resident individuals, NRIs, HUFs, companies, trusts and partnership firms.
How is a PMS different from a mutual fund?
The shares sit in your own demat account, so you see every stock you own, and the portfolio is more concentrated.
Let's talk.
Schedule a conversation with us to see if the scheme fits your investment goals.