Portfolio Management Service

 info@lakewateradvisors.com

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" NOT A SHARK IN A SUIT.
NOT A CORPORATE WOLF.
IN BUSINESS, ALL YOU NEED TO
BE IS A HUMAN BEING WITH INSIGHT. "

- Sadhguru,
Isha Foundation
Who are we?                  

Portfolio Management Service Providers

What do we believe in?

The Indian Growth Story

Invest

" NOT A SHARK IN A SUIT.
NOT A CORPORATE WOLF.
IN BUSINESS, ALL YOU NEED TO
BE IS A HUMAN BEING WITH INSIGHT. "

- Sadhguru,
Isha Foundation
Who are we?                  

Portfolio Management Service Providers

What do we believe in?

The Indian Growth Story

Why Choose Us?

CAGR > NIFTY 50, consistently since inception

Sadhguru,
Isha Foundation

Why Invest in India?

Demand

Democracy

Demography

What is our investment philosophy?

Fundamentals

philosophy / 01

Asset-light models are more promising when it comes to better return on assets, lower profit volatility, flexibility, and
scale-driven cost savings. It lessens the load on the fulcrum of fiscal performance driven models. Asset Light models are
thus instruments to consistently battle with market disruptions better.

philosophy / 02

This form of governance helps to lure both domestic and foreign investors. Complying with governance rules acts as a
pro in alignment to company’s trajectory. Efficient governance can achieve financing, maintain share value, improve
long term sustainability, and enhance transparency in reporting.

philosophy / 03

Unarguably, no or low debt businesses are low-risk investments. However integral be the market hustle, such businesses
are least-affected by a regressive economy or a leap in interest rates. The antecedent here is simple- being swathed
from fluctuating interests they are consequently better equipped in dealing with fiscal formalities.

philosophy / 04

If Financial Advisors had a pulse, we could call it Innovation. To stay alive in a highly competitive and volatile market,
being innovative is a mandate. The future is accelerating at a faster speed with the innovations. We believe in investing
in such companies than just think about it.

philosophy / 05

Replicating effort that’s backed by unfaltering research is not a cakewalk. Time is the greatest resource when it comes
to research & Lakewater Investors ® invests in firms who invest time in revolutionary research and whose creations,
consequentially, stand out in the crowd. We seek them, & invest in their creational.

About Us & Our Core Values

Expert in Equities

Regulated by SEBI, Lakewater Advisors is an India based Poroltio Management Services (PMS) firm banking on India’s
growth trajectory (Registration No. – INP000006767).

Our specialization lies in growing your wealth through investing in valued Indian equity which has strong corporate
governance and innovation.

We have a team which works diligently to enhance the value of investments, assures capital protection amidst the
ever-changing unpredictable market……….. READ MORE

Corporate Spiritual Responsibility
(CSpR)

The quality of your ‘Being’ will decide the quality of
your ‘Doing’. Hence, of your living.

We focus on ‘Conscious Corporates’ and ‘Enlightened
Enterprises’ both as investment options and to run
Lakewater ‘Profitably’, in real sense.

ETHICAL work-process: The all-time priority

When the choice is for direction, Lakewater Advisors
crew believes the direction of ethics is the only way.
And we are pledged to deal ethically with
your finances, each time.

About Us & Our Core Values

Expert in Equities

Regulated by SEBI, Lakewater Advisors is an India based Poroltio Management Services (PMS) firm banking on India’s
growth trajectory (Registration No. – INP000006767).

Our specialization lies in growing your wealth through investing in valued Indian equity which has strong corporate
governance and innovation.

We have a team which works diligently to enhance the value of investments, assures capital protection amidst the
ever-changing unpredictable market……….. READ MORE

Corporate Spiritual Responsibility
(CSpR)

The quality of your ‘Being’ will decide the quality of
your ‘Doing’. Hence, of your living.

We focus on ‘Conscious Corporates’ and ‘Enlightened
Enterprises’ both as investment options and to run
Lakewater ‘Profitably’, in real sense.

ETHICAL work-process:
The all-time priority

When the choice is for direction, Lakewater Advisors
crew believes the direction of ethics is the only way.
And we are pledged to deal ethically with
your finances, each time.

OPTIMISM explains wealth creation better

At Lakewater Advisors, equity is not restricted to purchasing a stock, but it’s about getting an in-depth knowledge of the business.

We believe in  approaching the process by understanding and predicting human behavior instead of depending solely on market algorithms.

A better TOMORROW
For a better India

Utopia is certainly not a possibility but attempting to assist the society towards cumulative growth is what we aim to do.

We aim to contribute
towards the financially and anatomically less-privileged individuals and cults of our society .

Think beyond Nifty 50,

Think Lakewater Advisors

OUR CUSTODIAN HDFC BANK

SINGLE FEE STRUCTURE

CONCENTRATED INVESTMENT

*No Alternate Plan

OUR CAGR > NIFTY 50

*Since Inception

Testimonials

Saurav Agarwal

I would like to thank the entire team at Lakewater Advisors for the impressive returns given. Team’s effort is commendable.

Founder
PromotEdge Global Services

Abhinandan Jain

Lakewater Advisor’s deep understanding of the Company and the sector helped position our stakes appropriately to the investor community. Further, their extensive investor reach and robust distribution capabilities helped us build a strong demand book with marquee global investors.

CEO
PSPL Steel

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