The Craft Behind Our Equity Investing
Our approach is to systematically identify market inefficiencies and invest in fundamentally strong businesses at valuations that offer a margin of safety. We focus on companies with credible management, scalable growth potential, strong capital efficiency, and superior return profiles.
Unified Equity Solutions
High-conviction portfolios structured for disciplined long-term capital growth.
ABSL India Special Opportunities Fund Series II
A Multi Cap fund investing in portfolio companies that are primed to benefit from catalysts including Macro and Micro turnaround, Management change, Demerger, Mid to Large cap potential.
ABSL Select Sector Fund
A Mid and Small Cap oriented fund aiming to invest in companies of high quality with consistency in growth, high ROE, low leverage & high potential for growth.
India Equity Opportunities Fund
A high-conviction, multi-cap fund investing in themes across Manufacturing, Digitalization, Sustainability, and revival of Real Estate.
India Equity Services Fund
The fund focuses on capturing opportunities driven by secular growth, particularly in the services sector, through a research-driven equity AIF strategy.
ABSL India Special Opportunities Fund
A Multi Cap fund investing in portfolio companies that are primed to benefit from catalysts including Macro and Micro turnaround, Management change, Demerger, Mid to Large cap potential.
The Framework Behind Our Equity Strategy
Screening
Initial quality filter to shortlist viable opportunities.
Governance
Assess promoter integrity and governance standards.
Valuation
Evaluate intrinsic value with a focus on prudent entry points.
Monitoring
Track portfolios and risks to maintain alignment.
Meet The Investment Stewards
Sameer Narayan
Head - Offshore & Alternate Investment Equity
Sameer Narayan
Head - Offshore & Alternate Investment Equity
Mr. Sameer Narayan has over 27 years of experience in Indian equity markets, with a strong and consistent track record of alpha generation over long investment horizons. Prior to joining Aditya Birla Sun Life AMC (ABSLAMC), he served as Head – PMS at Invesco Asset Management (India) Pvt. Ltd., where he managed segregated mandates across both growth (Caterpillar) and value-oriented strategies (RISE & DAWN) He also established the Adani Family Office in September 2011. He began his buy-side career with BNP Paribas Asset Management in 2006, advising offshore mandates, and has extensive sell-side experience through his stints at SSKI, Enam Securities, and Motilal Oswal. He holds a Master in Management Studies (MMS) degree from Narsee Monjee Institute of Management Studies, Mumbai, and a Bachelor of Engineering degree with specialization in Production Engineering.
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Salvin Shah
Portfolio Manager - Alternate Assets - Equity
Salvin Shah
Portfolio Manager - Alternate Assets - Equity
Mr. Salvin Shah has over 13 years of experience in portfolio management and equity research. His investment approach focuses on maximizing investor returns while closely monitoring portfolio risk. He has demonstrated success in identifying investment themes and stocks at an early stage, resulting in multi‑bagger outcomes for investors. Before joining ABSLAMC, he worked as Co‑Fund Manager in the PMS business at Sanctum Wealth Management and was previously associated with the equity research teams at Edelweiss Securities and Athena Investment Management. He is a Member of the Institute of Chartered Accountants of India (ICAI) and is a Commerce graduate from the University of Mumbai.
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Investor Resources
Download the brochure for detailed insights.
Everything You Want to Know
An Equity AIF is an Alternative Investment Fund that primarily invests in equity or equity-linked instruments of companies, often focusing on private equity, listed equities, or pre-IPO opportunities.
An Equity Portfolio Management Service (PMS) is a professionally managed investment solution that primarily invests in equity and equity-linked instruments of listed companies, with the objective of generating long-term capital appreciation.
Equity AIFs are best suited for investors with a high-risk appetite, a long-term investment horizon (typically 5+ years), and the ability to tolerate market volatility and limited near-term liquidity. HNIs, family offices, and institutional investors are the primary target audience.
Equity PMS is suited for investors with a high-risk appetite, a long-term investment horizon, and a preference for personalized portfolio management. It is typically appropriate for HNIs seeking tailored equity exposure.
Build a Multi-Asset Alternate Portfolio
Fixed Income
Structured credit with steady, risk-aware returns.
Real Estate
Stable, long-term value in real assets.
Global Access via GIFT City
Tax-efficient access for global investors.
Fixed Income
Structured credit with steady, risk-aware returns.
Real Estate
Stable, long-term value in real assets.
Global Access via GIFT City
Tax-efficient access for global investors.
