Piper Serica Advisors Pvt. Ltd. is an investment manager that manages a PMS and is also an advisor to an FPI fund in Mauritius. Its portfolios are created based on a top-down strategy. The investment process has four parts – identification of fast growing sectors, validation of the competitive edge of the leader of each sector by using the Porter Competitive Edge model, valuation and lastly, dynamic management of allocations and risk. The objective of the strategy is to build a portfolio of earnings compounders that create long term wealth for investors.
The company is founded by Abhay Agarwal. He started his investment career with Citibank in 1994 by managing its direct investment program. In 1998 he joined Chase Capital Partners and worked in Hong Kong and Singapore as part of the investment management team that invested in companies across Asia. As part of this team, he invested in upcoming companies like HDFC Bank, ICICI Bank, Marico etc and provided seed capital to companies like Jubilant Foodworks, HDFC Securities and MTR Foods. He uses his more than 25 years of extensive investment experience to manage funds in a very disciplined and systematic manner in order to compound the wealth of his investors over a long period of time with minimal volatility.
Our philosophy on investing in the businesses of the future.