About

Who We Are

Solving Family Office Investment Challenges since 25 years.

Multi-Act is a differentiated fiduciary group that creates investment solutions and programs for multi-generational wealth owners and institutional managers. Their current set of clients include institutional investors, family offices, high net worth individuals and wealth managers in India and elsewhere.

Multi-Act helps their clients meet their investment objectives through different investment strategies and asset allocation models across markets. To achieve this, Multi-Act focuses on addressing the major challenges faced by investors while attempting to preserve and grow their wealth:

  • The pressure to invest perpetual wealth: Multi-Act designs bespoke investment plans and long-term allocation strategies for their clients’ that avoid the common behavioural pitfalls and trap of overcommitting assets in a late cycle.
  • To prevent permanent loss of capital: The core investment portfolios (devised as carve outs) by Multi-Act focus on quality and endeavour to provide a margin of safety. This safeguards their clients’ portfolio against permanent loss of capital.

  •  To allocate across assets and geographies: Multi Act encourages Indian investors to reduce home country bias and to diversify into truly Global and in multi-asset portfolios. This includes, but is not limited to equities, fixed income, bullion and commodities producers. 
  • An overload of investment ideas: The research team at Multi-Act provides customised analysis of each investment idea that lands on the investors’ desk with a conclusive view that highlights hidden risks based on all available information.

  •  To improve alpha of investments : Over a full investment cycle, Multi Act aims to deliver 200-250 basis point alpha over benchmarks to advisory clients’ including by reducing costs, and by finding avenues that improve return on investment.
  • To avoid conflicted interests of advisors: Services provided by Multi-Act are based on a fixed percentage fee model irrespective of the Assets under Advice (AuA) and they do not receive any consideration by way of commission / referral fees thereby avoiding any conflict of interests with the Clients interests. 

Over the last 25 years, Multi-Act has developed a proprietary Global Rational Analysis Framework (GRAF) to successfully overcome these challenges. GRAF comprises of a whole range of fundamental, quantitative, technical, and behavioural tools. These tools allow Multi-Act to achieve their clients’ investment goals by ensuring its proprietary investment interests are aligned with their clients. 

Till date, Multi-Act’s journey towards investment excellence has had satisfactory outcomes in the form of:

• providing unbiased research and advisory services to institutional clients,

• providing consistent and attractive ‘risk adjusted returns’ to PMS clients, and

• providing navigational help to family offices or UHNWI’s for achieving their investment objectives.

 About Multi-Act

Multi-Act was founded in 1997 by two Wharton graduates, with an aim to develop unbiased and independent Equity Research with a clear emphasis on quality, and margin of safety for their own investments. After successfully managing proprietary investments for 12 years, a select few families approached Multi-Act to manage funds for them. Consequently, in 2009 Multi-Act ventured to provide equity advisory services to other investors. Even today, well over 50% of the assets under advice and management belong to Multi-Act’s shareholders. In addition, Multi-Act also offers a range of Global Investment and Private Equity solutions through partner companies, Multi-Act EquiGlobe and Multi-Act Private Equity Investment Trust respectively. 

Multi-Act has now evolved to deliver unbiased, bespoke Research and Investment to owners of multi-generational wealth, business families, hedge funds, investment managers, and wealth managers around the globe. 

 

Multi-Act is licensed by SEBI to offer Portfolio Management Services (Registration number INP000002965) as well as Investment Advisory (IA) services (Registration number INP000008589).

Our Timeline

1997

Multi-Act is born as an Investment Research arm to a single family office

2005

Multi-Act evolves into a boutique Institutional Research and Advisory firm

2011

Multi-Act introduces Portfolio Management Services for qualified investors

2015

Multi-Act EquiGlobe Ltd. a global investment solutions provider is founded

2017

Multi-Act starts a Private Equity fund with a FinTech focused fund

2021

Global Moats Investment a Fund for US Investors

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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
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 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.