Your money is an extension of your life’s work and aspirations
At Bellwether Capital, we aim to strike a balance between capital preservation and alpha creation.
Bellwether Capital offers the accessibility of a boutique firm with the expertise of a major investment house.
We believe what's right for everyone is not right for everyone – no one-size-fits-all.
At the heart of our approach to wealth creation are quality,
conviction, and patience
Quality Investments
We look beyond numbers and focus on management quality
Sizeable Bets
We create concentrated portfolios of 10 to 15 stocks
Long-term Focus
We leverage the power of compounding, not unusual for us to stay invested for 10+ years
We believe sustainable wealth creation requires time and patience
“We must use time as a tool, not as a crutch.”
~ John F. Kennedy
Differentiated thinking, Disproportionate outcomes
22.6%
CAGR
generated over the past 21 years
3,000
Crores
assets managed for an exclusive set of 580 clients
1,300
Crores
returned in the form of capital and profits
Differentiated thinking, Disproportionate outcomes
22.6%
CAGR
generated over the past 20 years
3,000
Crores
assets managed for an exclusive set of 580 clients
1,300
Crores
returned in the form of capital and profits
Bellwether calibrates risk to unearth opportunity
Two decades of value creation while keeping your capital protected
We are performance driven
We have outperformed the benchmark for 15 out of 21 years
We have demonstrated resilience
We have survived two black swan events, delivered positive returns
for 18 years and generated 20% CAGR from covid peak
We anchor our performance on yours
The cost of managing your money is ours – no management fee structure
The Bellwether portfolio is characterised by certain features
Long Holding Periods
Concentrated Portfolio
Superior Stock Picking
Low Churn
Let’s value tomorrow today
Ranjit Dongre
P. Srinath