Registered
Investment
Advisor (RIA)
Abakkus Investment Advisors (a division of Abakkus Asset Manager LLP) provides Investment Advisory services under the brand Abakkus Smart. Abakkus Smart portfolios can be long term, sectoral & thematic.
Abakkus Smart Focused Alpha Portfolio is a benchmark agnostic diversified portfolio. The portfolio follows fundamental based ideas picked via a bottom-up approach. The investment universe is predominantly within Top 250 companies with focus on alpha generation along with stability and liquidity. The portfolio takes select exposure in smaller companies to generate additional alpha. However, the endeavor is to generate alpha and wealth creation with typically 3-5 years holding period and adhering to our "MEETS" Framework.
Abakkus Smart Flexi Cap Portfolio is a benchmark agnostic diversified portfolio. The portfolio follows fundamental based ideas picked via a bottom-up approach. The investment universe is predominantly within Top 250 companies with focus on alpha generation along with stability and liquidity. The portfolio takes select exposure in smaller companies to generate additional alpha. However, the endeavor is to generate alpha and wealth creation with typically 3-5 years holding period and adhering to our "MEETS" Framework.
Abakkus Smart Build India Portfolio is a benchmark agnostic thematic differentiated portfolio. Investment universe predominantly of companies benefiting from economic development as a result of potential investments in infrastructure, capacity expansions, thrust on domestic manufacturing and unfolding economic reforms. Fundamental based ideas picked via a bottom-up approach. Portfolio takes select exposure in smaller companies to generate additional alpha. The endeavour is to generate alpha and wealth creation with Investments typically 3-5 years holding period. Portfolio of ~25 companies across multiple sectors, single stock exposure limited to less than 10%.
Abakkus Smart Premier League is a benchmark agnostic diversified portfolio. The portfolio follows fundamental based ideas picked via a bottom-up approach. The investment universe is predominantly within Top 250 companies with focus on alpha generation along with stability and liquidity. The portfolio takes select exposure in smaller companies to generate additional alpha. However, the endeavor is to generate alpha and wealth creation with typically 3-5 years holding period and adhering to our "MEETS" Framework.
Complaint data
| Data for the month ending March 2024 | |||||||
| Sr. No. | Received from | Pending at the end of last month | Received | Resolved* | Total Pending# | Pending complaints > 3 months | Average Resolution time^ (in days) |
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 | |
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
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CIN: AAM-2364 | PMS SEBI Reg. No.: INP000006457 | RIA SEBI Reg. No.: INA000015729 |
Category III AIF SEBI Reg. No.: IN/AIF3/18-19/0550
Category II AIF SEBI Reg. No.: IN/AIF2/21-22/0980 | Category I AIF SEBI Reg. No.: IN/AIF1/21-22/0976 | Category III AIF (Open Ended) SEBI Reg. No.: IN/AIF3/23-24/1326 | Registered FME (Non-Retail) IFSCA Reg. No.: IFSCA/FME/II/2022-23/041
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