The Boring AMC is a vision of two dear friends: Mr. Varinder Bansal & Mr. Himanshu Khandelwal, who aspire to build the most honest, deep research focused & transparent asset management firm in India.
Founder of Omkara Capital
Over 18 years of work experience in equity research. Prior to Foundation of Omkara Capital, he was fund manager of a AMC and prior to this, Corporate Editor & Head of Research at CNBC — TV 18. He holds a degree in MSc Finance and MBA, Finance. VB has spent the last 15 years in Mumbai, learning from people across the spectrum, some of whom are his mentors, and applying his strong fundamental skills and hard-nosed number crunching and analytical skills to identify investment ideas. His strength is years of experience in identifying not-so-fashion- able stock ideas. Most of these ideas have had a bedrock of strong fundamentals, superior balance sheets and boasted of high-quality promoters. He has coupled this approach with the strong feedback mechanism, which is effective due to his deep-root- ed connections with equity-market veterans and leaders of corporate India
MD, ASAS Capital
Himanshu has two decades of experience in Investment Research and Asset Management across asset classes. He has been with Asas since its inception managing proprietary equity investments and has executed numerous private equity transactions. He currently heads our Investment team focused on cutting edge value creation strategies. Prior to Asas Capital Ltd, Himanshu worked as a portfolio manager with a $400 million AUM at Kotak Securities, India’s largest financial services company. He is a CFA charter holder and holds a Master’s degree in Business Administration from IBS Hyderabad.
Omkara + Asas Brings You An
Complete Access To Our Proprietary Data Room With Our Clients To Share Detailed Research Notes On Th...
Daily Updates On The Views On The Market, Any Imp Stock Market Information, And Earnings Eviews To H...
Our Focus Remains On “What Not To Do”. We Apply Forensic Analysis On Our Investment Ideas To Avoid A...
We Invest Our Own Money With Our Clients In The Same Ideas.
Money Is Made With Proper Data Backed Research And Staying Connected With Market Ecosystem. We Bring...
Omkara Manufacturing Smallcase Vs Nifty Smallcap 100 | Omkara Manufacturing | Equity Smallcap |
---|---|---|
90% | 47% |
Omkara AIMF* | MSCI India USD (Benchmark) | AIMF Outperformance |
---|---|---|
38.4% | 24.4% | 14% |
AIMF NAV
MSCI India (Net) USD NAV
Net return till date 30th september, 2023
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