Fund HouseSEBI Registered PMS · IA · AIF

AlfAccurate Advisors

"Protect Capital, Create Wealth"Est. 2012AUM: 5000 + Crore
Institutional Profile

Quick Facts & Credentials

Founded2012
Track Record16+ Years
Team Experience110+ Years
Business LinesPMS · AIF · IA
OfficesMumbai
Conflict PolicyPure Play Only
Value Proposition

Why AlfAccurate Advisors

01

Access to Market Leaders

Aims for multi-cap exposure to approximately 50 market leaders across sectors.

02

Grounded in Research

Combines top-down and bottom-up research supported by detailed due diligence.

03

Cycle Aware Allocation

Portfolio positioning adapts to business cycles while remaining focused on long-term fundamentals.

04

Growth Potential

Focuses on companies with strong balance sheets, high ROCE and long-term growth potential.

05

Disciplined Portfolio Construction

Uses structured entry, sizing and exit discipline with risk management.

06

Award Winning Track Record

Recognized multiple times for long-term risk-adjusted investment performance.

AAA India Opportunity Plan (IOP) PMS is a multi-cap portfolio focused on market leaders with strong corporate governance, quality balance sheets, and sustainable earnings growth. The strategy combines top-down and bottom-up research, follows a disciplined portfolio construction process, and actively adapts to changing business cycles while maintaining long-term investment conviction.
Stewardship & Governance

Leadership Team

Core Principles

Investment Philosophy

AAA follows the proprietary **3M + DSD (QuaAgility)** framework. Investments begin with identifying large market opportunities, market leaders and attractive margin of safety, followed by diversification, disciplined position sizing and disciplined exits. The philosophy is designed to endure across market cycles with decisions driven by long-term conviction rather than short-term market signals.

3M — Quality Selection
1

2

3

3D — Agile Construction
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2

3

Long-term quality investing with active portfolio management.
Product Suite

Strategies Offered (3)

Direct & Regular Mandates
PMSMulti Cap

AAA India Opportunity Plan

Detailed strategy objectives, market cap breakdown, and historical risk-adjusted return metrics available.

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AIFCategory III Open-Ended AIF – Mid & Small Cap Growth Equity

AAA GEMS Fund

To invest in high-quality, market-leading businesses with durable competitive advantages, scalable business models and strong earnings growth. The strategy seeks to protect capital and create wealth through disciplined stock selection, valuation awareness and active portfolio management.

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PMSMid & Small Cap Equity – Growth & Quality

AAA Budding Beasts Strategy (AAABB)

To protect capital and create wealth through investments in high-quality, market-leading mid and small cap businesses with durable competitive advantages, strong earnings growth and scalable business models.

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Industry Accolades

Awards & Recognition

★
2020–2024
Best 10-Year Performance Award (Risk Adjusted Returns)

AAA IOP PMS has received multiple long-term performance recognitions.

Connect With Us

Consult on AlfAccurate Advisors's Strategies

Interested in allocating to AlfAccurate Advisors's PMS or AIF portfolios? Connect with our senior advisory desk for comparative analysis, drawdown risk audits, and onboarding guidance.

Platformpmsaifpartners.com
Direct Desk+91 99165 58822
LocationsBangalore · Mumbai · Bilaspur

Statutory Disclosure: Information on this page is sourced from official fund house presentations, regulatory filings, and factsheets for informational purposes only. It does not constitute investment advice. Investments in securities are subject to market risks; past performance is not indicative of future returns.

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