Kingsman FNDRSAIF · Series I
Kingsman FNDRSAIF — Series I

Capital with Conviction.Intelligence with Discipline.

A research-led alternative investment platform designed to identify differentiated opportunities across listed, unlisted and permitted investment instruments.

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SEBI Registered
Category III AIF
Multi-Asset
Sector Agnostic
Research Led
Risk Governed
01Who we are

Why Alternative Investment Funds

A structure built for research-led investors seeking disciplined access to a broader opportunity set.

Institutional Access

Structural advantages of AIF participation and access to permitted opportunities not typically available to individual investors.

Portfolio Flexibility

The ability to operate across permitted listed, unlisted, debt and derivative strategies within a single disciplined mandate.

Centralized Research

Pooled research and professional portfolio management, concentrating analytical effort behind every decision.

Scalable Intelligence

Institutional research infrastructure that supports considered, repeatable investment decision-making.

02What we believe

The Kingsman Perspective

Our philosophy is built on long-term value creation, fundamental research and disciplined capital allocation — a sequence that turns information into considered action.

  1. 01

    Research

    Deep fundamental research forms the foundation of every decision — before conviction, before capital.

  2. 02

    Conviction

    Ideas earn their place through evidence. We commit only where analysis and judgement align.

  3. 03

    Allocation

    Disciplined, dynamic capital allocation across permitted instruments and market-cap segments.

  4. 04

    Monitoring

    Positions are continuously reviewed against thesis, risk parameters and changing conditions.

  5. 05

    Value Creation

    The objective is long-term value creation through patient, research-led stewardship of capital.

03Where we look

The Kingsman AIF

Five dimensions define the fund's mandate — from access and expertise to a research-led, multi-basket approach.

Strategic Access

Listed and unlisted equity opportunities, including permitted pre-IPO and anchor investments approached with selectivity and discipline.

04How we select

What Differentiates Kingsman

Strength of team, a defined approach, and a deliberate sector map spanning stable core and high-growth opportunities.

Strength

  • Experienced leadership
  • Strong research backbone
  • Proven transaction and investment experience
  • Robust risk management

Approach

  • Dynamic allocation
  • Bottom-up stock selection
  • Qualitative + quantitative analysis
  • Macro context
  • Competitive analysis
  • 1–3+ year investment horizon
  • Value + growth orientation

Sector

Stable & Core

BankingEnergyFinancial InfrastructureServicesConsumer / FMCG

High Growth

AI & Digital InfrastructureDefenceRenewable EnergyMobility / EV5G / Cybersecurity
How we select

Equity Selection Framework

Every investment decision sits at the center of four analytical dimensions. Select a dimension to reveal the factors we examine.

Center

Investment Decision

13Intelligence

Intelligence Finds the Signal.
Experience Makes the Decision.

AI is an analytical and research-enablement layer. It surfaces signal from noise — but every investment decision remains with experienced professionals and the investment committee.

  1. Data
  2. AI Analytics
  3. Research
  4. Human Judgement
  5. Investment Committee
  6. Execution
  7. Monitoring
Machine — analysis & researchHuman — judgement & decision
05How we allocate

Portfolio Allocation Architecture

An indicative allocation across five segments, balancing liquidity, growth and selective access. Interact with each band to explore its role.

30%Small & Mid Cap

Research-driven exposure to selected companies within the applicable market-cap framework.

Derivative / leverage strategies: subject to applicable regulations, fund documents and approved limits.

How it is built

Fund Structure

A regulated architecture connecting investors, the fund and its portfolio — with an independent trustee and a dedicated investment manager.

Investors

Capital contribution

Kingsman FNDRS AIF — Series I

Category III · Open-ended

Portfolio Investments

Permitted instruments

Investment Manager & Sponsor

Kingsman Finserv Pvt Ltd

Trustee

MITCON Credentia Trusteeship Services Limited

Ecosystem service providers are represented through their approved roles. Relationships are shown only as described in approved fund documentation and do not imply arrangements beyond that content.

06How we manage risk

Risk Is Not a Footnote.
It Is Part of the Architecture.

  • Liquidity Risk Controls

    Active liquidity monitoring across the portfolio.

  • Market Risk Mitigation

    Stop-loss mechanisms, dynamic allocation and permitted hedging strategies.

  • Operational Risk Management

    Internal controls, segregation of duties and process audits.

  • Risk & Investment Committee

    Ongoing risk review, stress testing and governance.

  • Cybersecurity & Data Protection

    Protection of sensitive investor and financial information.

Risk is not eliminated. It is identified, monitored, governed and managed as a continuous discipline.

07How we govern

Governance Architecture

A clear chain of accountability from investor to reporting — with independent risk and compliance woven through.

  1. 01
    InvestorCapital entrusted with defined expectations.
  2. 02
    FundKingsman FNDRS AIF — Series I.
  3. 03
    Investment ManagerMandate execution and portfolio construction.
  4. 04
    Investment CommitteeDecision authority and oversight.
  5. 05
    Risk / ComplianceIndependent risk review and regulatory adherence.
  6. 06
    Execution / MonitoringDisciplined implementation and continuous review.
  7. 07
    ReportingTransparent, periodic stakeholder reporting.
08Who leads

Leadership

Experience across capital markets, finance and governance. Detailed biographies are maintained and published under administrator control.

VB

Mr. Vishal Bhatt

Director · Investment & Capital Markets

Experience described across Equity, pre-IPO investments, valuation, transaction structuring, IPO and exit strategies, sourcing, investment and liquidity planning.

SP

Ms. Shaili Patel, CA

Finance, Compliance & Governance

Experience described across Finance, regulatory compliance, SEBI regulations, risk management, financial controls, monitoring, reporting and governance.

09The terms

Fund Terms

Key commercial terms of the fund. All terms are indicative, drawn from approved fund documentation and maintained through administrator control.

Fund Category
Category III
Fund Size Target
INR 100 Crore plus
Investment Manager
Kingsman Finserv Pvt Ltd
Investment Focus
Multi-Asset & Sector Agnostic
Management Fee
2% p.a., per stated fund terms
Performance Fee
20% above a 12% hurdle rate
Minimum Contribution
INR 1 Crore
Capital Contribution
100% upfront
NAV Frequency
Monthly
Taxation
As per applicable regulations — subject to legal & compliance approval

Indicative terms only. Investments in AIFs carry risk, including possible loss of capital. This material does not constitute an offer, solicitation or investment advice.

PhilosophyStewardship of capital

Capital treated as something that deserves stewardship.

These pillars describe the philosophy behind disciplined capital management — the intent that guides the work, not a promise of outcomes.

01

Preserve

Protect the base of capital.

02

Research

Understand before acting.

03

Allocate

Deploy with discipline.

04

Compound

Let patience do its work.

05

Protect

Govern the downside.

06

Create

Build lasting value.

Stakeholder Access

Strategic Capital. Strong Partnerships. Sustainable Growth.

Existing stakeholders can securely access fund documents, approved NAV information and communications through the portal.

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