Shaan Patel Asset Management Launches AIF, Targets INR 200 Crore Corpus

• An open-ended Category III AIF, scheduled to launch on 10th July 2025
• The fund has already secured commitments of INR 25 crores from investors ahead of its launch

Shaan Patel Asset Management, a professional AMC actively managing investor money to grow wealth, has announced the launch of its flagship Category III Alternative Investment Fund (AIF) with an initial target corpus of INR 200 crores. 

The AIF will adopt a flexi-cap approach, investing across large, mid, and small-cap stocks with a maximum 10% allocation per individual stock. The portfolio will remain highly focused, comprising 12–15 high-conviction ideas identified using a proprietary blend of deep fundamental research and quantitative analytics.

By leveraging an “intelligent churning” model powered by quant signals, the fund aims to extract alpha multiple times along a stock’s growth journey, entering and exiting positions based on dynamic valuations. This approach reduces average purchase costs, locks in partial profits, and enhances compounded returns over time.

The fund will be benchmarked against the NIFTY 500 Index and aims to consistently outperform it while maintaining robust risk controls.

Speaking on the launch, Mr. Shaan Patel, CIO at Shaan Patel Asset Management, said, “We don’t believe in simply buying and holding indefinitely. Instead, we actively monitor every position, taking partial exits when valuations stretch and re-entering when opportunities arise — creating multiple points of alpha generation along the way. Our quant-driven signals guide these moves with discipline and precision, enabling us to reduce drawdowns, lower average costs, and compound returns more effectively. We firmly believe that the future of investing lies in being active, data-driven, and adaptive rather than passive and reactive. This approach empowers us to consistently capture market opportunities while protecting investor capital on the downside.”

The new AIF is designed for sophisticated investors seeking an alternative to traditional long-only approaches. It aligns with rising investor demand for active, quant-based, and sector-focused strategies, particularly among HNIs and family offices looking to navigate market volatility and capitalize on opportunities in fast-growing sectors like AI, EVs, FinTech, and renewable energy.

The minimum investment amount is set at ₹1 crore, catering to investors looking to build long-term wealth through a differentiated, systematic, and forward-looking approach.

About Shaan Patel Asset Management 

Shaan Patel Asset Management (SPAM) is a SEBI-registered Category III AIF offering precision-driven, high-conviction investing for sophisticated investors. The firm distinguishes itself through a blend of quantitative rigor, future-focused sector targeting (including AI, FinTech, Green Energy, and Semiconductors), and active risk management, all powered by proprietary data-led investment models.

SPAM utilises a Flexi-Cap approach, dynamically investing across large-cap, mid-cap, and small-cap stocks based on conviction rather than fixed allocations. The company prioritises businesses with sustainable competitive advantages that is solely identified if it qualifies company parameters check, strong financials, low leverage, prudent capital allocation, and long-term earnings visibility along with intelligent quantitative churning during the holding period. While targeting high-growth sunrise sectors, SPAM remains grounded in robust fundamental analysis to ensure scalable business potential.

Led by an agile team with diverse expertise in equity research, portfolio management, and corporate finance, SPAM fosters a challenger mindset. Disciplined risk management and capital preservation are central to its philosophy, aiming for outperformance without unnecessary volatility to achieve long-term wealth creation.