Latest news with #ShaanPatel
Entrepreneur
10-07-2025
- Business
- Entrepreneur
Shaan Patel Asset Management Launches INR 200 Cr Category III AIF for HNIs
The fund adopts a flexi-cap approach, investing across large, mid, and small-cap stocks, with a maximum allocation of 10% per stock. You're reading Entrepreneur India, an international franchise of Entrepreneur Media. Shaan Patel Asset Management (SPAM) has launched its first Alternative Investment Fund (AIF) under the SEBI-registered Category III segment, marking a significant step in its expansion into the active equity investing space. The open-ended fund, which officially goes live on Thursday, has already secured INR 25 crore in investor commitments prior to its rollout—indicating strong early interest. With a target corpus of INR 200 crore, the fund is aimed at High Net Worth Individuals (HNIs) and family offices seeking an active, data-driven equity investment strategy. It adopts a flexi-cap approach, investing across large, mid, and small-cap stocks, with a maximum allocation of 10% per stock. The portfolio will remain concentrated, holding 12–15 high-conviction ideas, selected through a blend of deep fundamental research and quantitative analysis. The fund distinguishes itself through an "intelligent churning" strategy guided by quant signals. This model enables the fund to enter and exit positions based on dynamic valuations, allowing it to capture multiple growth phases of a stock. The approach aims to reduce average purchase costs, lock in partial gains, and improve long-term compounded returns. Shaan Patel, Chief Investment Officer at SPAM, said, "We don't believe in simply buying and holding indefinitely. Instead, we actively monitor every position, taking partial exits when valuations stretch and re-entering when opportunities arise. Our quant-driven signals guide these moves with discipline and precision." Benchmarking against the NIFTY 500 Index, the fund seeks to outperform while maintaining strong risk controls. It caters to investors looking for alternatives to traditional long-only strategies, especially those interested in fast-growing sectors such as artificial intelligence, electric vehicles, fintech, and renewable energy. The minimum investment amount is set at INR 1 crore, catering to investors looking to build long-term wealth through a differentiated, systematic, and forward-looking approach.
Economic Times
10-07-2025
- Business
- Economic Times
Shaan Patel Asset Management launches first Alternative Investment Fund with a flexi-cap approach
In a strategic move aimed at redefining active equity investing for sophisticated investors, Shaan Patel Asset Management has officially launched its first Alternative Investment Fund (AIF) under the Category III segment. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads In a strategic move aimed at redefining active equity investing for sophisticated investors, Shaan Patel Asset Management has officially launched its first Alternative Investment Fund (AIF) under the Category III open-ended fund, which goes live on Thursday, has already attracted Rs 25 crore in investor commitments, ahead of its official rollout, signaling strong market a target corpus of Rs 200 crore, the new AIF is designed to cater to High Net Worth Individuals (HNIs) and family offices seeking a more agile, data-driven approach to equity minimum investment amount is set at Rs 1 crore, catering to investors looking to build long-term wealth through a differentiated, systematic, and forward-looking fund will follow a flexi-cap strategy, investing across large-cap, mid-cap, and small-cap stocks while maintaining a maximum allocation of 10% per individual portfolio will remain concentrated, holding just 12–15 high-conviction ideas driven by a combination of deep fundamental research and quantitative the heart of the fund's strategy is an 'intelligent churning' model, a proprietary approach that allows the fund to generate alpha repeatedly along a stock's growth entering and exiting positions dynamically based on valuation signals, the fund aims to reduce average purchase costs, lock in profits, and enhance long-term compounding — all while actively managing downside risks.'We don't believe in simply buying and holding indefinitely. Instead, we actively monitor every position, taking partial exits when valuations stretch and re-entering when opportunities arise — creating multiple points of alpha generation along the way,' Shaan Patel, CIO at Shaan Patel Asset Management, said.'Our quant-driven signals guide these moves with discipline and precision, enabling us to reduce drawdowns, lower average costs, and compound returns more effectively,' he added.'We firmly believe that the future of investing lies in being active, data-driven, and adaptive rather than passive and reactive. This approach empowers us to consistently capture market opportunities while protecting investor capital on the downside,' highlighted fund will be benchmarked against the NIFTY 500 Index, and is engineered to consistently outperform it through a systematic, active, and adaptive investment strategy aligns with a growing trend among modern investors who are increasingly gravitating toward quant-based and sector-focused funds that can respond to market volatility and tap into emerging themes.
Time of India
10-07-2025
- Business
- Time of India
Shaan Patel Asset Management launches first Alternative Investment Fund with a flexi-cap approach
In a strategic move aimed at redefining active equity investing for sophisticated investors, Shaan Patel Asset Management has officially launched its first Alternative Investment Fund (AIF) under the Category III segment. The open-ended fund, which goes live on Thursday, has already attracted Rs 25 crore in investor commitments, ahead of its official rollout, signaling strong market interest. With a target corpus of Rs 200 crore, the new AIF is designed to cater to High Net Worth Individuals (HNIs) and family offices seeking a more agile, data-driven approach to equity investing. The minimum investment amount is set at Rs 1 crore, catering to investors looking to build long-term wealth through a differentiated, systematic, and forward-looking approach. The fund will follow a flexi-cap strategy, investing across large-cap, mid-cap, and small-cap stocks while maintaining a maximum allocation of 10% per individual stock. Live Events The portfolio will remain concentrated, holding just 12–15 high-conviction ideas driven by a combination of deep fundamental research and quantitative analytics. At the heart of the fund's strategy is an 'intelligent churning' model, a proprietary approach that allows the fund to generate alpha repeatedly along a stock's growth journey. By entering and exiting positions dynamically based on valuation signals, the fund aims to reduce average purchase costs, lock in profits, and enhance long-term compounding — all while actively managing downside risks. 'We don't believe in simply buying and holding indefinitely. Instead, we actively monitor every position, taking partial exits when valuations stretch and re-entering when opportunities arise — creating multiple points of alpha generation along the way,' Shaan Patel, CIO at Shaan Patel Asset Management, said. 'Our quant-driven signals guide these moves with discipline and precision, enabling us to reduce drawdowns, lower average costs, and compound returns more effectively,' he added. 'We firmly believe that the future of investing lies in being active, data-driven, and adaptive rather than passive and reactive. This approach empowers us to consistently capture market opportunities while protecting investor capital on the downside,' highlighted Patel. The fund will be benchmarked against the NIFTY 500 Index, and is engineered to consistently outperform it through a systematic, active, and adaptive investment style. The strategy aligns with a growing trend among modern investors who are increasingly gravitating toward quant-based and sector-focused funds that can respond to market volatility and tap into emerging themes.
Yahoo
11-06-2025
- Business
- Yahoo
FAFSA deadline approaching, students urged to seek aid now
LAS VEGAS (KLAS) – An important deadline is quickly approaching for students heading to college this fall. The FAFSA, or Free Application for Federal Student Aid, must be submitted by the end of the month. The application is the first step to accessing billions of dollars in financial aid. 'FAFSA unlocks federal grants, loans, and work-study as well as many state and college programs' aid on a first-come, first-served basis,' Shaan Patel, Founder and CEO of an online college prep service, said. The entire application can be completed online. 'Make sure you have all your necessary documents… so you get the maximum financial aid possible for college this fall,' Patel said. Dr. Rhea Watson, also known as The Scholarship Doctor and CEO of Scholarship Solutions, warns that skipping the FAFSA could cost you thousands of dollars. She emphasizes that it's a mistake to assume you won't qualify for financial aid. 'If you don't have a FAFSA application on file, it is nearly impossible, very difficult for your scholarship applications and even those financial aid packages you want to receive from a college,' Watson said. Roughly $3 billion in aid goes unclaimed every year, Watson said. 'Don't leave money on the table… it just goes and recycles through the government versus going to students who can use it to go to school and go without debt,' Watson said. The FAFSA only takes a few hours to complete if one is prepared. Once submitted, one can expect the financial aid award letter within 2 to 3 weeks. However, keep in mind that state and school-specific aid can run out quickly, so it's best to apply as early as possible. Documents needed for filling out the FAFSA include: Social Security number Parents' Social Security numbers (if you are a dependent student) Tax returns Records of child support received Current balances of cash, savings, and checking accounts Social Security card, driver's license, and/or alien registration card (if not a US citizen) Federal income tax returns, W-2s, and other records of money earned For more information on what students need to know before they fill out the FAFSA form, click here. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
The Hill
11-06-2025
- Business
- The Hill
FAFSA deadline approaching, students urged to seek aid now
LAS VEGAS (KLAS) – An important deadline is quickly approaching for students heading to college this fall. The FAFSA, or Free Application for Federal Student Aid, must be submitted by the end of the month. The application is the first step to accessing billions of dollars in financial aid. 'FAFSA unlocks federal grants, loans, and work-study as well as many state and college programs' aid on a first-come, first-served basis,' Shaan Patel, Founder and CEO of an online college prep service, said. The entire application can be completed online. 'Make sure you have all your necessary documents… so you get the maximum financial aid possible for college this fall,' Patel said. Dr. Rhea Watson, also known as The Scholarship Doctor and CEO of Scholarship Solutions, warns that skipping the FAFSA could cost you thousands of dollars. She emphasizes that it's a mistake to assume you won't qualify for financial aid. 'If you don't have a FAFSA application on file, it is nearly impossible, very difficult for your scholarship applications and even those financial aid packages you want to receive from a college,' Watson said. Roughly $3 billion in aid goes unclaimed every year, Watson said. 'Don't leave money on the table… it just goes and recycles through the government versus going to students who can use it to go to school and go without debt,' Watson said. The FAFSA only takes a few hours to complete if one is prepared. Once submitted, one can expect the financial aid award letter within 2 to 3 weeks. However, keep in mind that state and school-specific aid can run out quickly, so it's best to apply as early as possible. Documents needed for filling out the FAFSA include: For more information on what students need to know before they fill out the FAFSA form, click here.
