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Good Businesses At Attractive Valuations


  • Strive to protect capital first – then build wealth
  • Emphasize long-term absolute returns
  • Conduct rigorous, proprietary research and analysis
  • Focus on quality of companies & their valuations
  • Think and act independently and take acontrarian view
  • Make decisions based on thorough assessmentof companies and their managements
  • Act opportunistically – when price is at a 30 per cent discount to intrinsic value

We Do Not:

  • Speculate, gamble or take unreasonable risks
  • Focus on macroeconomic events that are nearly impossible to forecast
  • Consider short-term investment fads, trends or styles
  • Make decisions based on conjecture or egobased intuition
  • Focus on short-term relative performance
We seek to invest in businesses that have:
Increasingly relevant products or services
Above-average growth prospects
Consistently high returns on capital
Favourable industry dynamics
Sustainable competitive advantages
Quality management teams

Investment Principles

We view risk as the likelihood of sustaining a permanent capital loss on any investment, rather than market volatility.

We believe that the best way to protect and grow capital is by owning undervalued investments. We always seek to invest with a margin of safety to mitigate downside risk.

Our investment team conducts in-depth, fundamental research on each investment. We insist on knowing exactly what we own and why we own it.

Our partnership structure and the stability of our client base allow us to take a long-term perspective when making investment decisions. We are patient investors and not market timers.

We will only commit capital to investments that meet our strict investment criteria.

Our Team

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He is the chief architect of our investment philosophy, and the key driving force behind the strong risk management and research capabilities of the firm. He is a CFA Charterholder from CFA Institute, USA. He graduated with a B.B.A. (Hons.) in Finance from Heriot-Watt University, UK. With almost a decade of experience in the Indian equity markets, he has a solid understanding of fundamental analysis and derivatives strategies. He is also actively involved with Rotary International.

Mr. Parth Patel, CFA, Founder and Chief Investment Officer
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She undertakes detailed fundamental analysis and develops financial models for the stocks in our research universe. She is also well-versed in credit analysis in the fixed income space. She has successfully cleared all 3 levels of the CFA exams (Charter Pending). She also holds a B.B.A. in Finance & Marketing from Ahmedabad University. Prior to joining us, she worked with Arya Fin-Trade (India) Pvt. Ltd., Ahmedabad as a Research Associate.

Ms. Naiya Thakkar, Research Analyst
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He oversees the day-to-day operations of the firm, and is responsible for maintaining and coordinating reports, procedures and processes related to our investment activities. He has rich experience of about 8 years in the finance and real estate fields. Prior to joining us, he worked with Keya Realty Pvt. Ltd., Vadodara as an Assistant General Manager.

Mr. Suraj Pandit, Manager - Operations and Compliance



  • Pinnacle Asset Management
  • Opp. Municipal Market, Subhash road, Gamdivad, Anand, Gujarat - 388001.


  • 91 9377986944
  • 91 9428903995
  • info@pinnacleamc.com
  • www.pinnacleamc.com

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