Ashvin Shetty - CFA
Ashvin Shetty - CFA runs 1 strategy on our shelf at Marcellus — graded on the same seven pillars as every other manager we track.
About Ashvin Shetty - CFA
Ashvin Shetty - CFA manages 1 strategy at Marcellus, spanning 1 PMS. Across the strategies PMS Sahi Hai tracks, Ashvin oversees ₹123 Cr with an average Nyra Score of 7.4.
The tracked book spans 1 PMS strategies, and its strongest three-year run is -1.1% CAGR on Marcellus - Little Champs. PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.
Every strategy is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so Ashvin's record can be read side by side against any other manager on the platform.
Investment philosophy — a blend discipline
Across the 1 strategy PMS Sahi Hai tracks, Ashvin's portfolios share a blend approach — here is the shape of it.
Blend at the core
Blends valuation discipline with growth conviction, leaning where the cycle pays.
High conviction
Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.
Through the cycle
A 6-year track record across rallies and drawdowns informs how positions are sized.
Risk-aware
Drawdowns are managed deliberately rather than chased — capital preservation comes first.
Strategies run by Ashvin Shetty - CFA
How Ashvin's strategies have performed
Trailing returns — annualised (CAGR) beyond one year, net of fees.
| Strategy | 1Y | 3Y | 5Y | SI | Max DD | Nyra |
|---|---|---|---|---|---|---|
Marcellus - Little Champs Equity: Mid Cap · ₹123 Cr | -8.7% | -1.1% | -0.1% | +9% | — | 7.4 |
Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.
A solid manager worth a closer look.
Ashvin's tracked strategies average 7.4 on the Nyra scale across ₹123 Cr, primarily at Marcellus. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.
Ashvin Shetty - CFA — FAQ
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Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with Ashvin Shetty - CFA or Marcellus. This is not investment advice.