Our Endeavour

To make investments that maximize long-term wealth for our clients and minimize risks.

To make rational, sustained and disciplined investment decisions based on extensive research & analysis using all our effort, knowledge, experience and diligence.

SEBI registered Portfolio Manager # INP000005323.

Investment Philosophy

The four pillars of our investment strategy are:

A long term investment horizon
Tax- efficient investing & minimizing trading costs
Buying quality assets when offered at a margin of safety
Disciplined selling based on fundamentals and valuations

Our USP Fee Structure

“We don’t want to be paid for activity, we want to be paid for being right”

No management fees
Only Performance based fees
High watermark principle is applicable on performance fees as per SEBI regulations
Axis bank will provide fund accounting & custodian services to ensure complete transparency

Seeking Alpha Strategy

“Seeking Alpha” is a focused strategy with a bias towards high quality companies available at reasonable valuations

We invest in businesses that exhibit:

Market leadership in products or services offered
Ability to sustain market position
Significant growth opportunities
High returns on invested capital
Management with integrity & history of efficient capital allocation
Margin of safety on valuations

  • Avadhoot Joshi B.E., PGPSM
    (Research Analyst)

    • Postgraduate in securities market from National Institute of Securities Market, Mumbai.
    • Engineering degree from Sinhgad College of Engineering, Pune.
    • Two years of experience in Equity Research.

  • Suraj Saraogi - Managing Director, CTE, LLB, DBA
    (Promoter Director and Principal Officer)

    • Well known face and more than 20 years of experience in Capital markets
    • Monitoring over all business & drive business and client relationship
    • Awarded “Star Entrepreneurship Award” at the 2nd Indira International Innovation Summit in 2008
    • Founder president of Rotary Club of Nariman Point, Mumbai.
    • Panelist with prominent business television channels- CNBC-TV 18, Zee, NDTV and CNN-IBN
    • Member of Indian Angel Network

  • Sangeet Lakkar, CFA, ACA, ACS
    (Executive Director)

    • CFA charter holder from CFA Institute (United States)
    • All India rank holder Chartered Accountant, Company Secretary
    • About 10 years experience in Finance and Risk management including 4 years in Capital Markets

  • Avadhoot Joshi B.E., PGPSM
    (Research Analyst)

    • Postgraduate in securities market from National Institute of Securities Market, Mumbai.
    • Engineering degree from Sinhgad College of Engineering, Pune.
    • Two years of experience in Equity Research.

  • Suraj Saraogi - Managing Director, CTE, LLB, DBA
    (Promoter Director and Principal Officer)

    • Well known face and more than 20 years of experience in Capital markets
    • Monitoring over all business & drive business and client relationship
    • Awarded “Star Entrepreneurship Award” at the 2nd Indira International Innovation Summit in 2008
    • Founder president of Rotary Club of Nariman Point, Mumbai.
    • Panelist with prominent business television channels- CNBC-TV 18, Zee, NDTV and CNN-IBN
    • Member of Indian Angel Network

  • Sangeet Lakkar, CFA, ACA, ACS
    (Executive Director)

    • CFA charter holder from CFA Institute (United States)
    • All India rank holder Chartered Accountant, Company Secretary
    • About 10 years experience in Finance and Risk management including 4 years in Capital Markets

  • Avadhoot Joshi B.E., PGPSM
    (Research Analyst)

    • Postgraduate in securities market from National Institute of Securities Market, Mumbai.
    • Engineering degree from Sinhgad College of Engineering, Pune.
    • Two years of experience in Equity Research.

  • Suraj Saraogi - Managing Director, CTE, LLB, DBA
    (Promoter Director and Principal Officer)

    • Well known face and more than 20 years of experience in Capital markets
    • Monitoring over all business & drive business and client relationship
    • Awarded “Star Entrepreneurship Award” at the 2nd Indira International Innovation Summit in 2008
    • Founder president of Rotary Club of Nariman Point, Mumbai.
    • Panelist with prominent business television channels- CNBC-TV 18, Zee, NDTV and CNN-IBN
    • Member of Indian Angel Network

  • Sangeet Lakkar, CFA, ACA, ACS
    (Executive Director)

    • CFA charter holder from CFA Institute (United States)
    • All India rank holder Chartered Accountant, Company Secretary
    • About 10 years experience in Finance and Risk management including 4 years in Capital Markets

DOWNLOADS

PMS_Presentation

Bloombergquint – Hot Money

8th May 2018 – Mr. Mr. Senthil Manikandan

7th May 2018 – Mr. Mr. Sangeet Lakkar

Read More

Contact US

New Berry Capitals Pvt. Ltd
Corporate Headquarters: A-602, Level 6, Marathon NextGen Innova, Ganpatrao Kadam Marg, Veer Santaji Lane, Lower Parel (W), Mumbai-400 013.
Telephone: 022 – 48818442