Built by Investors for Investors

Multi-Act Trade & Investments (Multi-Act) is an India based investment advisory and portfolio management service provider for Family Offices, UHNWI’s, HNWI’s, Investment Managers, Wealth Managers and Brokers. Founded in 1997, Multi-Act has more than 20 years of experience in wealth protection and wealth creation.

Multi-Act logo
“I would rather lose half of our clients than half of our clients money.” Jean-Marie Eveillard

Year Founded


Investment Professionals

$200 Mn

Assets Under Management

$2.5 Bn

Assets Under Advisory

Our Services

Our Investment Research service has been active for more than 20 years. It provides Investment Managers globally with institutional grade financial research and analytics at a cost-efficient price. Today, our research team provides active coverage on 280+ Indian and Global companies as well as more than 600 Mutual Funds.

Our Investment Advisory service offers Family Offices, UHNWI’s, and Corporate Treasuries a truly bespoke approach to wealth protection and creation. Our service is consultative and collaborative in nature and it focuses on key aspects such as asset allocation, risk management, equity/debt portfolio strategies, stock selection and much more.

Multi-Act’s offers 5 unique PMS strategies that embody the companies research and analytical capabilities at a reasonable cost to clients. Our flagship strategy the Moats and Special Situations Portfolio has an audited 10-year history that is best in class for risk adjusted returns. Multi-Act also provides Multi-Asset, Quant, and Growth strategies to meet the dynamic needs of the traditional and modern investor.

Multi-Act’s Private Equity arm was started to give investors exposure to the rapidly growing FinTech start up ecosystem in India. Our first fund raised ₹100 Crores and makes stage agnostic investments in FinTech segments such as WealthTech, Neo-Banks, Asset Aggregators, Distribution Platforms, and many more.

outline of an elephant

Latest Insights

Assessing the effectiveness of mutual fund categories in Indian portfolios

Amogh Korde, Project Lead – Behavioural and Fund Analytics at Multi-Act, delves into the ever-evolving investment landscape … Continued

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PSU Stocks – Still Risk-Reward Favourable?

When I consider PSU stocks, I’m reminded of the famous song of Bob Dylan, “The Times They … Continued

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Cracking the Market Code: The Magic of Earnings Surprises

Explore the magic of market surprises with Multi-Act’s Head of Research, Prannoy Bhargava. Learn how unexpected news … Continued

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Chairman's letter


Our Strategies

An elephant standing on a beach as the sun sets
Moats & Special Situations Portfolio

The MSSP is a Large-Mid Cap Value strategy that invests in high quality companies with durable competitive advantages.

hills and mountains with a walkable path surrounded by trees and nature
Emerging Corporates India Portfolio

The ECIP is a Multi Cap Growth strategy that invests in companies that are in a growth period and concurrently enjoy a competitive advantage.

Chandragiri Nepal landscape
All Seasons Portfolio

The ASP is a curated Multi-Asset Growth strategy that aims to preserve wealth over generations and protect against “tail risk”.

clouds hiding the top of mountains
Mid & Small & Special Situations Portfolio

The SMSSP is a contrarian Mid-Small Cap Value strategy that invests in high quality companies at attractive valuations.

pink tinted sky with towns that look small compared to the surrounding hills
Sankhya India Portfolio

The SIP is a Large-Mid Cap Quant strategy that selects companies based on Quality, Profitability, and Relative Value.


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Current complaints

Data for the month ending - April, 2024

Complaints status
Sr. No. Received from Pending at the end of last month Received Resolved* Total Pending # Pending complaints > 3 months Average Resolution time^ (in days)
1 Directly from Investors 0 0 0 0 0 0
2 SEBI (SCORES) 0 0 0 0 0 0
3 Other Sources
(if any)
0 0 0 0 0 0
Grand Total 0 0 0 0 0 0
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of Monthly Disposal of Complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April 2024 0 0 0 0
Grand Total
*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2019-20 0 0 0 0
2 2020-21 0 0 0 0
3 2021-22 0 0 0 0
4 2022-23 0 0 0 0
Grand Total 0 0 0 0
*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the year.