This website is for informational purposes only and does not constitute an offer, solicitation, or invitation to subscribe to units of any Alternative Investment Fund managed by Allvest Calathea Investment Management LLP.
Units are offered only through private placement to eligible investors in accordance with SEBI Regulations, 2012.
Investment in AIFs involves substantial risks, including the possible loss of principal. Past performance is not indicative of future results.
Allvest Calathea Investment Management LLP is registered with SEBI as a Category III AIF Manager. SEBI Registration grants no guarantee of performance.
A systematic approach to equity investing, combining fundamental quality assessment with market-sensitive factors to identify companies poised for sustainable growth.
Category III Alternative Investment Fund
Allvest Investment Managers holds an exclusive license to CalmAlpha, a proprietary multi-factor investment methodology.
Calathea Finserv, the architect of CalmAlpha, brings deep expertise in quantitative research, factor construction, and systematic portfolio management.
Allvest provides the institutional infrastructure, regulatory expertise, and operational excellence required to translate this research into investment decisions.
Founder & Director, Calathea Finserv
Appointed to lead fund management, bringing together deep expertise in quantitative strategies and systematic portfolio construction.
A systematic multi-factor approach that blends fundamental quality assessment with market-sensitive signals.
The Anchor
Assessments of fundamental profitability and operational efficiency independent of price.
Market Intel
Real-time indicators to identify stocks outperforming the benchmark indices.
Reasonable Price
Growth-Adjusted P/E analysis to ensure we don't overpay for earnings.
Risk Parity
Weighting inversely proportional to downside variance to manage risk.
Combining quality, momentum, and valuation for enhanced outcomes.
Coming Soon...How investment styles perform in varying economic environments.
Coming Soon...Deep dive into volatility-based weighting schemes.
Coming Soon...Committed to transparency and full regulatory compliance.
Bhoumik Mehta
For general inquiries about our firm. Eligible investors may contact us through official channels.
SF-B-02, Art Guild House, Phoenix Market City,
LBS,
Kurla, Mumbai - 400070