Navigating Your Investment
Journey with Trust, Expertise,
and Unmatched Precision.
Who
We Are
At Prudent Investment Managers, we align our interests with our clients, focusing on disciplined strategies to generate strong, absolute returns. Founded by Prashasta Seth, ex-CEO & CIO of IIFL AMC, and supported by Deputy CEO Sanjay K. Chhabaria, our team brings decades of expertise in listed equities, private companies, and early-stage investments. As a niche boutique firm, we prioritize controlled growth, long-term outcomes, and profit-sharing over fixed fees, ensuring we invest alongside you for shared success.
At Prudent Investment Managers, we align our interests with our clients, focusing on disciplined strategies to generate strong, absolute returns. Founded by Prashasta Seth, ex-CEO & CIO of IIFL AMC, and supported by Deputy CEO Sanjay K. Chhabaria, our team brings decades of expertise in listed equities, private companies, and early-stage investments. As a niche boutique firm, we prioritize controlled growth, long-term outcomes, and profit-sharing over fixed fees, ensuring we invest alongside you for shared success.
Strong
risk
Adjusted
Returns
Cr
AUM UNDER
MANAGEMENT (AUM)
%
CAGR RETURNS
SINCE INCEPTION
Yrs
EXPERTISE IN THE FINANCIAL
SERVICES INDUSTRY.
Strong
risk
Adjusted
Returns
Cr
AUM UNDER
MANAGEMENT (AUM)
%
CAGR RETURNS
SINCE INCEPTION
Yrs
EXPERTISE IN THE FINANCIAL
SERVICES INDUSTRY.
Our
Approach
Our approach focuses on identifying industries with strong secular growth potential, driven by long-term trends that ensure sustained progress. We target sectors benefiting from favorable macroeconomic shifts and look for scalable opportunities backed by proven growth characteristics and solid fundamentals.
We place a high value on experienced leadership, seeking management teams with a successful track record. Our analysis is balanced, combining quantitative data with qualitative insights to make well-informed decisions.
Themes That Drive Us
Financialisation
of Savings
Digitization of the
Economy
Climate Change &
ESG Investing
Private Sector
Gaining Market Share
“Affordable Luxury”
in Discretionary
Consumption
Urbanization &
Housing
Formalization of
the Economy
Mitigation of
Inequality
Leadership Team
Meet the experienced professionals behind Prudent Investment Managers, each bringing decades of expertise
in navigating market cycles and delivering outstanding performance.
PRASHASTA
SETH
Founder
SANJAY K
CHHABARIA
Deputy CEO
(FAQs)
What is Prudent Investment Managers' investment philosophy?
We employ a disciplined approach that combines macroeconomic analysis with value investing principles. We focus on industries with long-term growth potential and large addressable markets and seek companies with unique products or industry leadership, strong management teams, and favorable macroeconomic trends. We are value oriented investors and aim to acquire securities at a discount to their intrinsic value, viewing market volatility as an opportunity to invest in quality businesses at attractive prices. We look to buy good companies at the right price
Is The Industry Right
- Is the industry a secular growth industry with multiple years of growth tailwind left.
- Is the industry likely to see favourable macroeconomic trends.
Is The Company Good
- Growth characteristics
- Management team
- Industry position
What Is A Fair Price To Pay
- Combination of quantitative & qualitative factors
- Be broadly correct – leave the last bit
How does Prudent select industries for investment?
We are looking to invest in sectors where we see multiple years of secular growth. Drawing from India’s current growth stage and its transition to a much bigger economy, we try and identify companies and industries that will benefit from this move. Some of the key areas of focus for us are as below
Secular Themes of Interest of us
- Financialisation of Savings
- Digitization of Economy
- Insurance: trusted brands, strong distribution
- Climate Change and ESG Investing
- Private Sector gaining market share over public sector
- Mitigation of inequality
- Discretionary consumption — “Affordable luxury”
- Formalisation of the economy
- Urbanization & Housing
- Increase in leverage in the economy
What is Prudent's approach to client engagement?
We are looking for clients who philosophically agree with us and are looking for steady returns with low volatility. We will never be the best return providers in the industry, but we are quite confident of generating steady returns outperforming the markets for the clients who are with us for a long period of time.
As we work with a very select set of clients who are looking beyond a single product relationship and with whom we can be a trusted advisor across products and asset classes
How can I invest with Prudent Investment Managers?
Please write to us at contactus@prudentim.com and we will get back to you for a meeting / conference call to explain our value proposition.