Superior Alpha Generation
Disciplined process with high-conviction positioning; ~75% success context.
01an AIF Category III Fund
A Category III Alternative Investment Fund αlpha
Setting new benchmarks through disciplined research, cycle‑aware allocation, and institutional risk control. PESB Asset Management LLP
Positioned to Seize Growth
Core holdings in secular compounders, high-conviction unlisted exposure, and tactical cash buffers to capture dislocations with speed and discipline.
Large Cap Exposure (40%)
Small & Mid Cap Equity (30%)
Unlisted Exposure (20%)
Cash Allocation (10%)
Fund Allocation
Key Advantages of Our AIF
A focused breakdown of the benefits positioning our Alternative Investment Fund for superior, risk-adjusted returns and professional management.
Category III Leverage
Up to 2× NAV enables tactical overlays during regime shifts.
02Professional Liquidity
Active liquidity with distribution of realized profits; robust risk oversight.
03Flexibility & Adaptability
Dynamic asset allocation responding to market conditions and opportunities.
04Professional Management
Expert fund managers with proven track records and institutional experience.
05Portfolio Diversification
Experienced investors seeking diversity across asset classes and strategies.
06Exclusive Opportunities
Access to institutional-grade investments typically unavailable to retail investors.
07Higher Return Potential
Strategic positioning and active management designed for superior risk-adjusted returns.
08Regulatory Oversight
Full compliance with SEBI regulations ensuring transparency and investor protection.
09R.I.S.E. Framework
R
Rigorous Screening
We invert the traditional "buy-first" mindset. Every investment candidate first undergoes strict rejection filters.
✅ Key Takeaways
- Industry Dynamics
- Disruption & Innovation Analysis
- Company Management & Strength
- Governance & Red Flags
I
Intelligent Industry Allocation
We follow the growth — allocating to sectors positioned to benefit from India's structural tailwinds, global realignments, and long-term secular trends.
S
Systematic Stock Selection
We blend data and discretion — applying proprietary multi-factor scoring to identify businesses with durable growth, strong fundamentals, and attractive valuations.
E
Exhaustive Portfolio Management
We stay adaptive — dynamically rebalancing, managing risk, and capturing opportunities across market cycles while preserving tax efficiency and compounding power.
PESB in Numbers
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Years of Experience
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Satisfied Clients
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Employees
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City Presence
Fund & Fee Structure
Overview
- Fund Name: PESB Alpha Fund
- Structure: Open ended Category III Alternative Investment Fund
- Sponsor Contribution: INR 10 Cr or 5% (whichever lower)
- Investment Manager: PESB Asset Management LLP
Governance & Partners
- Trustee: MITCON Credentia
- RTA: CAMS
- Custodian & Fund Accounting: Yes Bank Ltd.
- Tax Advisors: One Stop Consultants & Services LLP
- Legal Advisors: Richie Sancheti & Associates