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nurturing legacies
Nurturing your investments

Nurturing your investments through sustainable and measurable growth.

Through our innovative and research-backed process, our funds have delivered exceptional performance in the last 20 years. We are service-driven and committed to building long-standing relationships.

We are your partners in helping you build a lasting, meaningful legacy that leaves your unique imprint behind, as you move forward.

26,500cr INR

Assets under management

12+ Years

Average client retention

20+ Years

One of the earliest Portfolio Management Service providers in India

Institutional Memory

Our history and culture are the bedrock that hold our learnings and relationships

5000+

Client families served

partners
success-stories

Our success story is built on our unique ability to manage uncertainty.

Our team's skills, experience and in-depth research helps us to understand and control risk effectively.

Strong governance standards are central to how we operate. It is not just a statutory obligation. Accountability, transparency and responsiveness drive our competitive advantage.

Accountability

Who do we serve

30 Promoter families of

Top 200 Indian Companies

32 Leading lights in

Creative Arts & Sports

40 Partners of

Top Accounting & Law Firms

and many more

Accomplished Individuals

Who do we partner with

Top financial institutions in the country who are stringent in their standards of due-diligence distribute Unifi’s products.

*in alphabetical order

The Minds Behind Unifi

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From the Founder’s Desk

Please watch this video series by our founder to understand the genesis of the company, competitive advantage, investing style, absolute value orientation, approach to risk, consistency definition and last but not the least, our people.

In Focus

Blended - Rangoli

Performance Updated as of 30th September 2024

The Blended - Rangoli strategy cherry picks the best opportunities from across seven thematic funds that Unifi manages. The mandate is to participate in opportunities that arise from a mix of emergent themes, corporate actions and attractiveness of core fundamentals. The strategy aims to thrive through market cycles and helps cut down the investors switching cost and effort in migrating between different strategies over time.

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3 Year Benchmark 18.40% TWRR
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3 Year 15.21% TWRR
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Since Inception 22.62% TWRR
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Since Inception Benchmark 16.96% TWRR
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*Investment approach closed for subscription

Performance data disclosed hereabove is net of Management and Performance fees.

TWRR - Time Weighted Rate of Return

Returns are post all expenses including management & performance fees.

Disclaimer : Performance related information provided herein is not verified by SEBI.

For the relative performance of a particular Investment Approach to other Portfolio Managers within the selected strategy, please refer APMI website (click here).

Under PMS Provider Name, please select Unifi Capital and select your Investment Approach Name for viewing the stated disclosure.

The data for the previous month is usually available on the APMI portal on or after the 7th business day of the current month.

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