India Edge Equity Portfolio

What We Do

Investment Philosophy

India Edge is based on long term wealth creation approach with an orientation towards capital preservation. Fundamental growth metrics, sturdy businesses, strong corporate governance, brand loyalty, etc. forms the foundation of our strategy. With just 30% exposure to mid/small cap, the portfolio has consistently generated alpha over the benchmark.

Model Portfolio Composition

Large Cap

Mid Cap

Small Cap

Identifying the leaders

Vishrut Pathak – Partner

Vishrut Pathak is an MBA from St. John’s University, with specialisation in International Finance and has a PGD from New York university in Financial Statement Analysis. He was Vice President at HNW Inc. for 6 years where he worked with leading institutional clients like Lord Abbett Merrill Lynch, CitiBank and Morgan Stanley. Prior to HNW Inc, he worked as a senior analyst for a growing Buyout firm in New York in hospitality industry (IT Hospitality Inc.). After working for 10 years with various financial firms in New York, he founded “Pi Square Investments” in Jan 2011. He has over 20 years of Investment Management and corporate finance experience and also Mentors at EDII (Entrepreneurship Development Institute of India) under CrAdLE platform.