Who we are
Aréte Investment Managers (AIM) is an equity advisory and Portfolio management company which seeks to combine the tenets of both growth and value investing in order to harvest the power of compounding.
What we do
We identify companies, with a competitive advantage, very early in their business cycles with our strategic insight and own them till they reach their Aréte phase viz. highest potential.
Our Vision
Our vision is simple – to spread the power of compounding to our clients by adhering to our philosophy and to make sure our clients’ money outlasts them.
Mission & Philosophy
Mission
Sound Research. Independent Ideas. Compounding Returns.
Investment Philosophy
Our investment philosophy is influenced by “value and growth approach”, a blend best described as GARP (Growth at Reasonable Price). We AIM to buy listed securities at a discount (margin of safety) to the intrinsic value derived by us which acts as the guiding post for our buying and selling decisions…Read More
Business Philosophy
AIM strives to grow its business with the same values and integrity which it uses while identifying its exclusive ideas.
For our clients, we primarily exist to add value to their investments and create sustainable wealth for them. While investing on behalf of our clients, we strive to keep them interested, engaged and informed.
MEET OUR TEAM
Sumit Modi
Director
Research & Investments
Sumit is responsible for the firm’s overall investment strategy, research, stock selection and managing client portfolios…Read More
Bhavik Mehta
Director
Research & Investments
Bhavik’s primary responsibilities include conducting detailed research to uncover new alpha ideas and building qualitative stock selection models…Read More
Piyush Mehta
Director
Client Solutions
Piyush is responsible for managing AIM’s business development, client solutions and the overall marketing of the group which includes research, communication and customer engagement…Read More
LATEST POSTS
Financial Independence – Simply Complicated?
December 12, 2015 ReportsOur generation believes in living in the present and frugality is a fairy tale notion. Financial Independence, though an over-used term, is not entirely understood. For m