What is the minimum investment for Stallion Asset PMS?

The minimum investment required is ₹50 Lakh, in accordance with SEBI's regulatory framework for PMS.

What strategy does Stallion Asset follow?

Stallion Asset follows a multi-cap equity strategy (Stallion Asset Core Fund) benchmarked against the BSE 500 TRI, investing across large-cap, mid-cap, and small-cap companies.

What is the 7-stage investment process of Stallion Asset?

The 7 stages include Company Screening, Fundamental Research, Management Assessment, Valuation Analysis, Portfolio Construction, Risk Management, and Ongoing Portfolio Review.

What is the ideal investment horizon for Stallion Asset PMS?

The firm recommends a long-term horizon of 5 years or more, allowing businesses sufficient time to compound wealth.

SEBI-Registered PMS • Multi-Cap Equity Platform

Stallion Asset Private Limited

Disciplined Multi-Cap Equity Investing for Long-Term Wealth

Managing INR 8,102+ Crs in AUM. Founded by Amit Jeswani (CFA, CMT), focusing on high-conviction growth investing across market cycles.

View Fund Blueprint

Philosophy & Track Record

Patience, Research &
High-Conviction Compounding

Stallion Asset Private Limited is a SEBI-registered Portfolio Management Services (PMS) firm focused on helping investors build lasting wealth through disciplined equity investing. Founded by Mr. Amit Jeswani, the firm believes that successful investing is driven by patience, thorough research, and a long-term perspective rather than reacting to short-term market noise.

Following a multi-cap investment strategy, Stallion Asset blends detailed fundamental research with a disciplined portfolio management process to identify high-quality companies across different market capitalisations. By investing in businesses with capable management teams, scalable models, and strong growth potential, the firm strives to deliver superior risk-adjusted returns.

Stallion Asset Highlights

Assets Under Management: INR 8,102.31 Crs.
Strategy: Multi-Cap (Stallion Asset Core Fund)
Founder & CIO: Amit Jeswani, CFA, CMT
Inception Date: 22 October 2018
Benchmark: BSE 500 Total Return Index (TRI)

Custodian: Nuvama Custodial ServicesAuditors: Aneel Lasod

Operational Specs

Fund Details at a Glance

Stallion Asset Core Fund StructureOfficial Parameters

Fund Parameter	Details
Portfolio Manager	Stallion Asset Private Limited
Strategy	Stallion Asset Core Fund
Principal Officer	Mr. Amit Jeswani, CFA, CMT
AUM	INR 8,102.31 Crs.
Inception Date	22 October 2018
Category	Multi-Cap
Benchmark	BSE 500 TRI
Minimum Investment	₹50 Lakhs
Bankers	IndusInd Bank & State Bank of India
Custodian	Nuvama Custodial Services Limited
Auditors	Aneel Lasod and Associates

Founder & Leadership

Leadership & CIO Profile

Stallion Asset Private Limited is led by Mr. Amit Jeswani, Founder and Chief Investment Officer (CIO), who has built his career around identifying high-quality businesses with the potential to create long-term wealth.

Mr. Amit Jeswani, CFA, CMT

Founder & Chief Investment Officer (CIO)

10+ Years Capital Markets Experience

With over a decade of experience in the Indian capital markets, Mr. Jeswani has developed deep expertise in growth investing, business analysis, and portfolio construction. His journey reflects a strong focus on disciplined investing and research-driven decision-making.

Key Pillars of Professional Experience

Core Discipline

Equity Research & Analysis

Built expertise in evaluating businesses, understanding industry dynamics, and identifying companies with sustainable competitive advantages.

Execution

Portfolio Management

Developed concentrated, high-conviction investment strategies focused on long-term capital appreciation while maintaining a disciplined risk management approach.

2018 – Present

Founder & CIO

Founded Stallion Asset Private Limited, scaling its PMS platform to over INR 8,102+ Crs in client assets under management.

Structured Methodology

Stallion Asset 7-Stage Investment Process

A structured and research-driven process aimed at identifying businesses with the potential to generate sustainable long-term wealth.

Stage 1 • Multi-Cap Universe

Stage 1: Multi-Cap Opportunity Screening

The investment process begins with identifying promising opportunities across large-cap, mid-cap, and small-cap companies based on their secular growth potential and underlying business quality.

Systematic filtering across large, mid, and small cap spectrum

Initial hurdles for return on capital (ROCE) and earnings quality

Screening for high industry growth tailwinds and expansion scope

Elimination of heavily leveraged or cyclical commodity businesses

Rigor: Screening large-cap, mid-cap, and small-cap opportunities for quality

Investor Suitability

Investor Suitability & Profile Alignment

Evaluate whether Stallion Asset's multi-cap equity strategy aligns with your investment horizon, capital scale, and risk appetite.

Suitable For

Ideal investor profiles

Long-term investorsInvestors with a 5+ year time horizon allowing compounding to work.
High Net Worth Individuals (HNIs)Family offices, corporates, and HNIs with ₹50 Lakhs+ capital.
Growth-oriented investorsSeeking capital appreciation through high-quality equity selection.
Investors comfortable with equity riskAble to stomach market volatility for superior long-term returns.

Not Suitable For

Profiles better suited for other asset classes

Short-term tradersLooking for quick trading gains over weeks or months.
Investors with less than INR 50 LakhsSEBI regulatory minimum ticket size for PMS is ₹50 Lakhs.
Those seeking guaranteed returnsEquity PMS is market-linked and does not assure fixed returns.
Very conservative investorsInvestors who cannot tolerate temporary equity drawdowns.

FAQs

Frequently Asked Questions (FAQs)

Learn more about Stallion Asset Private Limited and its PMS framework.

Stallion Asset Private Limited is a SEBI-registered Portfolio Management Services (PMS) firm based in Mumbai, India. Founded by Mr. Amit Jeswani, the firm specializes in managing equity portfolios for high-net-worth individuals (HNIs) through a disciplined, research-driven, and long-term investment approach with over INR 8,102+ Crore in AUM.

Mr. Amit Jeswani, CFA, CMT, is the Founder and Chief Investment Officer (CIO) of Stallion Asset Private Limited. He has over a decade of experience in Indian capital markets and is widely recognized for his expertise in growth investing, fundamental research, and portfolio construction.

Stallion Asset follows a long-term, growth-oriented investment philosophy. The firm focuses on identifying fundamentally strong businesses with capable management, sustainable competitive advantages, and the potential to compound earnings over time, rather than chasing short-term market trends.

Stallion Asset follows a multi-cap equity strategy (Stallion Asset Core Fund), investing across large-cap, mid-cap, and small-cap companies. Its objective is to build a concentrated portfolio of high-quality businesses that offer attractive long-term growth potential.

The minimum investment required to invest in Stallion Asset's Portfolio Management Services is ₹50 Lakh, as prescribed by the Securities and Exchange Board of India (SEBI) for all PMS providers.

Stallion Asset PMS is primarily designed for high-net-worth individuals (HNIs), family offices, corporate entities, trusts, and eligible offshore investors looking for professionally managed equity portfolios with a multi-year horizon.

The firm follows a 7-stage investment process that includes company screening, fundamental research, management evaluation, business quality assessment, valuation analysis, risk management, and continuous portfolio monitoring before committing capital.

Yes. Stallion Asset Private Limited is a SEBI-registered Portfolio Management Services (PMS) provider operating in full compliance with SEBI's regulatory framework.

The firm generally recommends a long-term investment horizon of 5 years or more, allowing quality businesses sufficient time to grow and compound investor wealth.

Unlike mutual funds, Stallion Asset PMS provides investors with an individually managed portfolio where securities are held directly in the investor's name and demat account. This offers higher transparency, high-conviction focused stock selection, and customized portfolio management.

Partner with Stallion Asset Today

Explore how Amit Jeswani's multi-cap equity strategy can help grow your family office or HNI capital. Connect with our advisory team now.