Generational Capital,
Managed with Conviction.
SPVH Asset Management is a sophisticated investment firm offering PMS, Alternative Investment Funds, and global strategies — built exclusively for UHNIs, family offices, and institutional investors who think in decades, not quarters.
Built on Research.
Driven by Conviction.
SPVH Asset Management Company is the investment arm of the SPVH Group — a multi-generational holding company with diversified interests across sectors. We bring institutional-grade investment discipline to family offices, HNIs, and ultra-high-net-worth investors across India.
Our approach combines deep fundamental research, macro-aware portfolio construction, and a long-term conviction-based philosophy — designed to preserve and compound wealth across market cycles.
Solutions Designed for Serious Investors.
Four institutional-grade mandates, one research engine — each structured to a distinct risk-return objective.
Portfolio Management Services
SEBI Registered PMSDiscretionary portfolio management for HNIs with a minimum ticket of ₹50 Lakhs. Actively managed equity strategies built on a research-first approach.
Learn MoreAlternative Investment Funds
Category II & III AIFCurated alternative strategies including pre-IPO, private equity, and public-equity products for sophisticated investors seeking differentiated returns.
Learn MoreOffshore & Global Funds
International ExposureAccess global markets through GIFT City and international fund structures. Diversify beyond Indian equities with currency and geographic diversification.
Learn MoreInvestment Advisory & Research
Research-Backed AdvisoryUnbiased, in-depth research and advisory for family offices and institutions — sector reports, portfolio reviews, and bespoke recommendations driven by data and conviction.
Learn MoreAn Edge Built on Discipline & Alignment.
Six reasons India's most discerning investors trust SPVH AMC with their generational capital.
Research-First Conviction
Every position is built on deep fundamental research and a bottom-up, conviction-led process — never benchmark-hugging or momentum-chasing.
Regulated Across Products
A fully SEBI-regulated fund manager across PMS, Category II & III AIF, and GIFT City IFSC structures — institutional governance at every layer.
Proprietary Deal Flow
Access to pre-IPO allocations, anchor books, and private opportunities sourced through the SPVH Group's multi-sector network.
Aligned Incentives
Performance-linked fees with hurdle rates and high-watermarks. We win when you win — genuine skin in the game on every strategy.
Global + Domestic Reach
From Indian midcaps to GIFT City offshore funds across emerging Asia — one platform for bidirectional, cross-border capital.
Family-Office Discipline
Bespoke portfolio construction, transparent reporting, and a long-term, owner-mindset partnership tailored to UHNIs and family offices.
A Philosophy Built for Wealth That Lasts.
Research First
Every decision is grounded in deep fundamental analysis — bottom-up stock picking combined with top-down macro awareness. No noise, only conviction.
Absolute Return Mindset
We measure success against capital preservation and real returns — not benchmark hugging. The goal is to grow and protect wealth in all conditions.
Concentrated Conviction
We run high-conviction, focused portfolios. Meaningful wealth is built through selective positioning — not over-diversification that dilutes returns.
Long-Term Compounding
Patience is our edge. We invest with a 3–5 year horizon, allowing compounding to work undisturbed by short-term volatility and noise.
Numbers That Speak for Themselves.
19-Stock Midcap Model Portfolio · ₹100 Crore Deployed · May 2022 – May 2026 · SEBI-Registered PMS Strategy
- BFSI — Wealth33.6%
- Metals & Tubes18.8%
- Energy Transition17.5%
- Tactical Banks16.7%
- Healthcare13.4%
| Strategy | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | Since Inception (May 2022 · CAGR) |
|---|---|---|---|---|---|---|---|
|
SPVH Midcap Portfolio
19-Stock · Equal Weight · ₹3,500–15,000 Cr M.Cap
|
+3.2% | +8.7% | +15.4% | +38.2% | +72.3% | +102.5% | +218.7%33.6% p.a. CAGR |
|
Nifty TRI
Large Cap Benchmark
|
+1.4% | +3.8% | +7.2% | +12.6% | +22.1% | +32.1% | +54.5%11.4% p.a. CAGR |
|
Nifty Midcap 150
Midcap Benchmark
|
+2.1% | +5.9% | +11.3% | +18.4% | +34.7% | +49.8% | +89.3%17.2% p.a. CAGR |
|
Alpha vs Nifty TRI
Outperformance
|
+1.8% | +4.9% | +8.2% | +25.6% | +50.2% | +70.4% | +164.2%+22.2% p.a. |
Returns are point-to-point absolute returns unless stated. Since Inception figures are CAGR (Compound Annual Growth Rate). All figures are indicative and for illustrative purposes. Past performance is not indicative of future results.
A Disciplined Path from First Call to Compounding.
A transparent, four-step onboarding journey designed around your objectives.
Discovery & Profiling
We understand your wealth objectives, risk appetite, liquidity needs, and existing portfolio to define the right mandate.
Strategy & Allocation
Our research team designs a tailored allocation across PMS, AIF, and global strategies aligned precisely to your goals.
Onboarding & Deployment
Seamless KYC, documentation, and disciplined capital deployment with full regulatory compliance at every step.
Monitoring & Reporting
Continuous portfolio oversight, periodic reviews, and transparent reporting — with direct access to your investment team.
Sharp Thinking on Markets & Capital.
India's Private Credit Opportunity in a Rising Rate Environment
Why private credit is emerging as the most compelling risk-adjusted opportunity for sophisticated Indian investors in 2026.
SPVH Special Situations Fund: Q1 Portfolio Rebalancing
Recent exits in the industrials segment and strategic entries into structured technology debt alongside marquee founders.
The Illusion of Liquidity: Why Public Markets Are Structurally Fragile
How passive flows are creating dislocations in mid-cap equity valuations, presenting asymmetric entry points.
Trust Built Over Years of Delivering Returns.
"SPVH AMC has completely transformed how we think about our family's long-term wealth. Their research depth and transparency sets them apart from every other firm we have worked with."
Siddharth R.
FOUNDER, TECHNOLOGY GROUP | MUMBAI"We value predictable compounding. SPVH's obsession with downside protection and active management gives us total confidence during extreme macroeconomic volatility."
Naina K.
CHIEF INVESTMENT OFFICER, ENDOWMENT FUND"Transitioning our offshore capital via SPVH's structured FPI solutions was seamless. Their deep on-ground intelligence provides edge that foreign institutions cannot replicate."
David M.
DIRECTOR, GLOBAL PENSION TRUST"The level of bespoke investment advisory we received was unmatched. They identified market gaps clearly and built a robust framework for our multi-generational asset allocation."
Arjun P.
MANAGING PARTNER, VENTURE CAPITAL[Testimonials shared with investor consent. Identities partially anonymized for privacy.]
Ready to Build Wealth That Lasts Generations?
Speak with our investment team today. Minimum investment starting at ₹50 Lakhs.