Portfolio Management Services
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You focus on building your savings; our experience, thoughtful investing and disciplined decision-making help shape those savings into a meaningful long-term wealth creation journey.
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Findoc Vantage Fund: A Cut above
A diversified flexi-cap portfolio of about 30 businesses, built stock by stock through the Vantage Method and benchmarked to the BSE 500 TRI.
Performance vs Benchmark
Findoc Vantage Fund Strategy. Data as on 25 June 2026. The strategy launched on 27 April 2026, so the track record below is under two months.
Since Inception (27 Apr 2026)
+13.00%
vs +2.52% BSE 500 TRI • alpha +10.48%
1-Month Return
+7.83%
vs +0.99% BSE 500 TRI • alpha +6.84%
| Key Facts | Key Facts | Key Facts | Key Facts |
|---|---|---|---|
| 1 Week | - 0.87% | - 0.28% | - 0.59% |
| 1 Month | +7.83% | +0.99% | +6.84% |
| 3 Month | +7.83% | +0.99% | +6.84% |
| Since Inception (27 Apr 2026) | +13.00% | +2.52% | +10.48% |
| Key Facts | |
|---|---|
| Strategy | Findoc Vantage Fund |
| Structure | Flexi-cap, diversified |
| Benchmark | BSE 500 TRI |
| Inception | 27 April 2026 |
| Holdings | 30 Stocks |
| Minimum Investment | ₹ 50 lakhs |
| Investment Universe | Listed equity & equity-related; liquid/money-market instruments |
Capital Allocation
Core of Portfolio
50% - 100%
Equity & Equity Related
Debt / Money Market / Liquid
0% - 50%
Defensive ballast
Dynamic By Design
Capital allocation adapts to where we are in the market cycle. We increase equity exposure when conviction is high and shift toward defensive assets when uncertainty rises.
- Large Caps: Core holdings with sustainable growth
- Mid & Small Caps: Selective allocation for higher growth potential
- Defensive: Debt, money market & liquid instruments
Built to adapt. Positioned for the cycle.
Your Wealth Deserves the Right Partner
Building wealth takes years of thoughtful decisions. Managing it well requires the right partner. Here's what makes Findoc PMS the trusted choice for investors.
- A relationship of trust, not just a service
- At Findoc, we take your wealth personally. We take time to understand your journey and life goals-hence we curate a PMS that aligns with you.
- Flexi Cap Portfolio
- A mix of large, mid and small-cap businesses, we design a portfolio that balances Risk and Long term growth.
- Patience creates wealth
- Patience is foremost when the goals are long term. At Findoc , we believe an efficient PMS should not react to every market move.
- Always by your sides
- Patience is foremost when the goals are long term. At Findoc , we believe an efficient PMS should not react to every market move.
A Clear Philosophy: A Disciplined Framework
Every portfolio is special for us and is guided by Vantage Method, our flagship framework that combines Cycle, Growth, Rotation and Data backed research..
You didn't build your wealth overnight, and we acknowledge your hard work. Hence every investment decision deserves patience, research and a long-term perspective — because your future deserves nothing less
— Findoc PMS Investment Philosophy
Cycle
Act as per the market cycles
Markets have different phases: Expansion, peak, contraction and Recovery. At Findoc, we closely monitor the right risk and reward opportunities and invest with conviction, not just spreading the capital uniformly..
Growth
Growth at the fair price
Growth is crucial but at the fair price. At Findoc, we look for right businesses with potential to grow steadily without overpaying.
Rotation
Attached to your long term goals not STOCKS.
We don't stay attached to yesterday's winner, as markets shifts we reposition your portfolio and place your money where it can work the hardest.
Data
Backed by Data, Guided by Experience and expertise
At Findoc, every tiny decision is backed by data, research, experience and expertise not by market noise. Data backed research signals to the growth opportunities
Get First hand insight inFindoc PMS
Before entrusting us with your investments, watch our video to discover how Findoc PMS can elevate your financial strategy for long-term success.
WE'RE HERE TO HELP
Is your Portfolio Working as Hard as you?Let’s Find Out!
Let's review where your portfolio stands today, understand your future goals and explore whether your portfolio is truly aligned with it. No pressure. Just an honest conversation..
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