Date: 26th May 2017 | Publication: Financial review
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who is India Avenue?
India Avenue is a boutique investment management firm that provides investment solutions, knowledge and insights for Australian and New Zealand based investors seeking to benefit from India’s structural growth story as an allocation in their investment portfolios. - Why Invest with Us?India is likely to be the world’s fastest growing economy in this decade, driven by the strong underlying fundamentals of a youthful, entrepreneurial, and significant population, which in conjunction with recent economic, regulatory and market reforms undertaken, should pave the way for an increase in the productivity of the nation. The demographic’s need for infrastructure, consumption and services should provide significant profitability for India’s well-managed and growth focused companies.
- Our Funds
This Fund provides a diversified exposure across high quality Indian corporate success stories as well as to companies which are less known, but with the potential to be tomorrow’s leading companies
The Fund seeks to outperform its benchmark, the MSCI India (Net) in AUD over rolling 5 year periods, with less volatility than the stated benchmarkIndia 2030 fund is a highly active and concentrated fund with a bias to Mid and Small cap names, seeking to monetise India’s expected transition over the decade, by targeting 4-5 themes at reasonable valuations by participating early in their cycleThe Fund seeks to outperform its benchmark, the BSE 500 (Net) in AUD over rolling 7 year periods, with less volatility than the stated benchmarkThis Fund provides a diversified exposure across high quality Indian corporate success stories as well as to companies which are less known, but with the potential to be tomorrow’s leading companies
The Fund seeks to outperform its benchmark, the MSCI India (Net) in AUD over rolling 5 year periods, with less volatility than the stated benchmark
India 2030 fund is a highly active and concentrated fund with a bias to Mid and Small cap names, seeking to monetise India’s expected transition over the decade, by targeting 4-5 themes at reasonable valuations by participating early in their cycleThe Fund seeks to outperform its benchmark, the BSE 500 (Net) in AUD over rolling 7 year periods, with less volatility than the stated benchmark
- Insights
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India Avenue is a boutique investment management firm providing investment solutions that allow our clients to benefit from India’s remarkable growth story.
OUR BUSINESS
2005
The journey towards the “birth” of India Avenue originated in 2005, when ING Investment Management started a business in India as a separate division, utilising a practiced multi-manager philosophy in markets like Australia, and exported it to India. Three of our founders, Mugunthan Siva, Rajeev Thakkar and Sajjan Raut Desai worked together for INGIM (India), building investment strategies and structures, under this philosophy and applying them to Indian capital markets
2011
In 2011 our founders started discussing the possibility of building an investment firm with a capability to provide a focus on India as an stand-alone investment jurisdiction for foreign investors. The founders identified Australia and New Zealand as nascent markets for investing in regional locations, with the potential to accelerate given education and insights which the firm could provide.
2015
By 2015 the group of founders decided to work full-time on this concept to bring it to life. They did this by leaving their existing employment, thus exercising high conviction in the investment region of India as a long-term structural story for investors in Australia and New Zealand. Thus, the firm India Avenue Investment Management was registered and came to life in 2015 in Sydney, Australia.
2016
After building our business for a period of 12 months, our first fund, The India Avenue Equity Fund was launched on 6th September 2016, with strong service provider partners like Equity Trustees (RE), Mainstream (Fund Administrator), KPMG (Fund Auditor) and BNP India (Custodian).
NOW
India Avenue is now a boutique investment business firm, with clients spread across family offices, high net worth individuals, wealth advisers and financial planning firms. Our firm has focused on education and knowledge as a driver of investment behaviour and have taken a long-term approach towards Australian and New Zealand investors contemplating an allocation to India’s growth as part of their portfolios. Our firm has assets in excess of A$50m and the India Avenue Equity Fund is rated “Recommended”* by Lonsec and is available on multiple investment platforms across Australia and New Zealand.