32+ Years of Experience
Successfully running prop desk since 1992 with a 24%+ CAGR.
Discretionary Equity PMS
Research Driven Quant based PMS
A disciplined investment process built on evidence, valuation, and adaptive capital allocation.
Fund Performance
Trailing returns, benchmarked to BSE 500 TRI
Growth Fund
| Fund | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | Inception |
|---|---|---|---|---|---|---|---|---|
| INVasset Growth Fund | 15.32% | 4.02% | 6.75% | 4.11% | 3.59% | 31.08% | 20.02% | 27.43% |
| BSE 500 TRI | 10.38% | -1.73% | -4.33% | 3.64% | 4.67% | 14.94% | 13.88% | 15.36% |
Growth of Investment
Since inceptionLeaders & Prime Funds
| Fund | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | Inception |
|---|---|---|---|---|---|---|---|---|
| INVasset Leaders Fund | 15.75% | 7.06% | 10.42% | 14.55% | — | — | — | 18.89% |
| INVasset Prime Fund | 15.74% | 4.49% | 7.51% | 6.97% | — | — | — | 13.25% |
| BSE 500 TRI | 10.38% | -1.73% | -4.33% | 3.64% | — | — | — | 7.57% |
As Featured On
Investment Discipline
Why INVasset LLP
A formal, evidence-led PMS architecture built for investors who value process, alignment, and measured execution across market cycles.
Quant-driven, Bias-free
Experience coded into proprietary algorithms for efficient, emotionless decision-making.
Award Winning Strategy
INVasset AAID was awarded the Best Multi-Cap PMS Strategy in India by The Economic Times.
Skin in the Game
Managing ₹400 Cr+ on our prop desk using the INVasset AAID strategy — alongside our clients.
Extensive Back Testing
The INVasset AAID strategy has been rigorously back tested over 40+ years of Indian markets.
Pay-4-Performance
One of the very few PMSs in India offering a Pay-4-Performance fee plan.
Leadership
Decades of market experience behind INVasset’s quant-driven approach.
About Our Founders
Rajnish Garg
Founder and Partner
01
- EDUCATION
Chartered Accountant (ICAI) & Company Secretary (ICSI).
- INTEGRITY
Strong focus on regulatory compliance & governance
- EXPERIENCE
Over three decades of experience in Indian equity markets
Anirudh Garg
Fund Manager and Partner
02
- EDUCATION
Bachelor's, SSCBS;
Master's, ICMA Centre, UK - INNOVATION
Architect of INVAsset AAID proprietary investment system.
- EXPERIENCE
Over 17 years of experience managing proprietary capital
5+ Years of managing INVasset at 24%+ CAGR since inception
How We Buy Our Stocks
Our proprietary INVasset AAID (Advanced Algorithms for Investment Decisions) engine reads the stage of the equity market, then shifts your portfolio across four phases accordingly.
1. Value Stage
Belief: True value only appears in fearful, oversold markets.
When: Extreme fear, deep corrections.
What: Mid & large caps.
Traits: Strong earnings visibility, market leaders.
2. Growth Stage
Belief: Every bull run brings new leadership.
When: Fresh bull market emerges.
What: Small & mid caps.
Traits: Undiscovered names, medium-term tailwinds, multibagger potential.
3. Quality Stage
Belief: Markets can stay expensive for long stretches.
When: High valuations, expensive markets.
What: Large caps.
Traits: Exceptional management, strong moats, market dominance.
4. Safety Stage
Belief: Capital protection matters more than chasing returns.
When: Overheated, exuberant markets.
What: Liquid funds, arbitrage, gold.
Traits: Bear market resilience, capital safety.
No.PrincipleLens
01
Recency Bias
The human mind often overemphasizes recent events, leading to decisions driven by greed and fear.
Behaviour
02
Ambiguity of Expectation
Insufficient data, knowledge, and experience can result in unclear financial expectations and poor investment decisions.
Valuation
03
Growth Oriented
We pursue growth aggressively, understanding that it often comes at a premium. Our long-term portfolios typically have a higher PE ratio compared to peers.
Expansion
04
Quality Is the Key
Quality distinguishes between mediocre and exceptional companies. Whether in management or product, prioritizing quality is essential for success.
Durability
05
Interest Rate Cycle
The interest rate cycle significantly influences the future performance of companies.
Macro
06
Capital Is Sacred
Appreciation of capital should be consistent and permanent. Depreciation of capital should be limited and temporary.
Protection
07
Optimal Churning
Different stocks excel in various market scenarios. A carefully researched, conservative churning process can yield better returns than passive investing.
Discipline
INV
Good investing is not only about finding opportunity. It is about protecting judgment from noise.
Print Media Coverage
INVasset and Anirudh Garg featured across India’s leading financial press.
PressStock Market Highlights: Sensex, Nifty jump nearly 4% on US-Iran ceasefire, correction in crude prices
Sensex, Nifty, Share Prices Highlights: Equity benchmark indices Sensex and Nifty ended nearly 4% higher on Wednesday, following an impressive rally in global markets and a drop in crude oil prices, after the US and Iran announced a two-week ceasefire.
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PressIs Bitcoin The New Gold? How The US-Iran War Is Pushing Investors Towards Crypto
Bitcoin moved slightly up during the Iran conflict, but it was not stable. Gold, however, moved in a steadier way. This shows Bitcoin still reacts to global events, said an expert
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PressExplained: How crude oil price swings could delay India Inc.’s earnings revival and impact stock market returns | Stock Market News
Brent crude remains above $100 per barrel. The Indian economy is vulnerable to the impact of higher-for-longer crude oil prices. Analysts anticipate an impact on earnings growth. What should investors do?
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PressAI disruption hits India's core IT revenue model, but new money-making avenues emerge
Indian IT firms faced a slowdown in 2025 due to uncertain global tech spending and geopolitical tensions, impacting revenue growth and margins. The sector's challenges intensified in 2026 with AI-driven structural transformation, leading to significant underperformance in the Nifty IT index.
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PressWhy a West Asia War Is Hurting the Indian Rupee—Explained
The rupee dropped sharply by 42 paise in a single session, settling at ₹91.50 against the US dollar on Monday. That followed a 17 paise fall in the previous session on Friday
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PressCathay Pacific, AirAsia X to Singapore Airlines: Global airline stocks nosedive up to 12% on US-Iran war
US-Iran war: The escalation of Middle East conflict led to a selloff in IndiGo and SpiceJet shares, with global airlines facing similar declines. Increased crude oil prices and flight cancellations raised operational costs.
Read articleIn the Media
Video Coverage
Anirudh Garg on CNBC, ET Now and more — market views and INVasset’s approach.