Valcreate Investment Managers LLP • Equity
Valcreate Recovery Strategy is an equity portfolio management service (PMS) strategy run by Valcreate Investment Managers LLP, launched on 19 Aug 2025. As of 30 Sep 2026, it manages ₹1.49 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +27.89% over 1 year (+21.97% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 30.22 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Rajesh Pherwani.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +2.59% |
| 3 Months | +5.75% |
| 1 Year | +27.89% |
| Since Inception | +21.97% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callValcreate Recovery Strategy has a 1-year return of +27.89% and +21.97% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Valcreate Recovery Strategy returned +27.89% against -2.33% for the BSE 500 TRI, 30.22 percentage points ahead. Figures as of 30 Sep 2026.
Valcreate Recovery Strategy is managed by Rajesh Pherwani at Valcreate. The strategy manages ₹1.49 Cr of client assets as of 30 Sep 2026.
Valcreate Recovery Strategy manages ₹1.49 Cr of client assets as of 30 Sep 2026.
The minimum investment for Valcreate Recovery Strategy is ₹50 Lakhs.
Valcreate Recovery Strategy was launched on 19 Aug 2025. It has a 1-year track record.
Description
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