Collaborate & Create Wealth
Building Strong Financial Foundations for the Future
Best Alternative Investment Funds Award 2024
By PMS AIF World
At Ampersand, we transform ideas into action
Driven by our core values of service, expertise, and integrity, we are dedicated professionals from various corners of India. Our passion lies in transforming ideas into tangible actions to assist the India’s most successful individuals, families, and institutions in realizing their objectives.
Our strategy to investing is anchored on four key pillars
Our Approach
Building lasting partnerships founded on trust and credibility is a cornerstone of our approach. We recognize that trust is a fundamental element in any successful relationship, and we are dedicated to earning and maintaining that trust with transparency, integrity, and reliability.
Clean Accounts
Safeguarding the integrity of fund investment accounts entails adopting best practices aimed at ensuring precision, transparency, and effective capital allocation assessment.
Capital Allocation
We look for companies with a proven track record of effective capital allocation. Our preference is for companies that not only generate free cash flows but also strategically reinvest them into the business, driving sustained growth.
Competitive Advantage
Our seasoned investment team, utilizing thorough primary research, builds a portfolio comprising companies with substantial competitive advantages.
Guiding you
on your journey
E. info@ampersand-cap.com
Guiding you
on your journey
E. info@ampersand-cap.com
Why Invest with Ampersand?
1. Investment Advisory
Ampersand assisted HNIs and family offices construct and manage their equity portfolios, backed by in-depth fundamental research. Since commencing the advisory operations in early 2016, Ampersand has built a strong track record of delivering superior equity returns to its clients.
2. Credible Performers
Our AGOFS product focuses on investing in companies characterized by transparent financial accounts, a commendable history of capital allocation, and significant entry barriers.
3. Mega Winners
The term “rising giants” suggests a focus on companies that may be on the verge of significant growth and value appreciation. Such investments often involve thorough analysis of industry trends, company fundamentals, and market conditions to identify opportunities with high growth potential.
4. Investment Objectives
Our objective is to consistently achieve meaningful outperformance compared to the broad equity market benchmark, specifically the BSE 500.We also aim to minimize downside risks and volatility of portfolio, while targeting superior returns.
Our Strengths
Our investment strength is rooted in a meticulous and insightful approach that sets us apart. Backed by a team of seasoned professionals, we bring a wealth of experience and a comprehensive understanding of the financial landscape to the forefront. Rigorous analysis, coupled with a keen eye for emerging market trends, allows us to identify lucrative opportunities and navigate potential risks effectively. We pride ourselves on a commitment to delivering robust and tailored investment strategies that align with our clients’ unique goals. This dedication, coupled with a track record of successful outcomes, defines our strength in investment, providing our clients with a reliable partner in their journey towards financial prosperity.