Alok has over 21 years of experience in Finance and Markets, primarily in equity research and fund management. He worked with PGIM India AMC, where he managed their flagship fund and headed their Offshore Equity Desk. Alok has also worked with Deutsche Asset Management, KR Choksey Shares & Securities, E-nxt Financials Ltd and Pinnacle Academy. He holds a degree of M.Com and MS (Finance) & has also completed CA, CFA & CMT

Alok Agarwal

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Growth without overpaying.

Alchemy High Growth is Alchemy Capital's Multi/Flexicap PMS strategy that follows a Growth at Reasonable Price approach. It invests in scalable businesses with strong financial metrics, competitive advantages and management teams that combine aggression with respect for governance and capital allocation. Alongside this core growth approach, the strategy also selectively invests in Deep Value and Special Situations to capture opportunities across market cycles.

The portfolio is built from a broad company universe, narrowed through bottom up analysis on management quality, governance standards, competitive positioning and valuation. This is supported by continuous company engagement, regular review of the investment thesis and disciplined exit criteria.

Follows a Growth at Reasonable Price philosophy, investing in scalable businesses with strong fundamentals at valuations that do not compromise long term returns.

Growth without overpaying

Rather than relying on market timing or style rotations, the strategy follows a disciplined process to identify quality businesses at reasonable valuations, market cycle after market cycle.

A repeatable framework, not market timing

The selective approach across growth, deep value and special situations positions the strategy to capture opportunities as market leadership broadens beyond a narrow set of names.

Built to capture broadening market leadership

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A systematic approach to picking quality growth.

Alchemy Smart Alpha 250 is Alchemy Capital's Large and Midcap PMS strategy, built on a disciplined, objective and data driven investment framework. It evaluates the top 250 companies by market capitalisation through a proprietary eQGP framework across four dimensions, environment, quality, growth and price action, to identify businesses with strong growth characteristics. Companies are ranked using a weighted composite score, with the highest ranked names selected for the portfolio.

Companies are evaluated across four dimensions and ranked using a weighted composite score, rather than subjective judgement calls.

A framework that removes emotion from selection

Most equity strategies hold a similar stance throughout the cycle. This one rates liquidity, rates, growth and policy, then tilts aggressive or defensive as the environment changes.

Shifts posture with the cycle, not fixed exposure

Rebalancing is triggered by the dynamic integration of macro, fundamental and market signals rather than a set quarterly or annual review date.