Small Cap Insight. Mid Cap Momentum. Long-term Wealth.
India Is The Destination.
Proinfinity is a boutique fund house built on two pillars: Decades of M&A and transaction advisory expertise from the personal networks of three of its four founders, and the fourth founder's 16+ years of buy-side experience and an investment track record of identifying under-researched, under-owned companies and unlocking long-term wealth. Our founding partners bring a rare dual ideology: professional advisory DNA and investment management discipline, connected through a network of business owners and investors who continuously identify, validate, and confirm wealth-creation opportunities.
What we manage
GIFT City AIF & SEBI AIF
Investment universe
Small & Midcap Equities
Our edge
Promoter Network & M&A Lens
Our promise
Long-term Wealth Creation
Who We Are & What We Do
Built differently. Invested purposefully.
What we do
We are a boutique fund manager and help frame end-to-end solutions for equity exits, buyouts, and acquisitions for Indian business houses. We run GIFT City AIFs for offshore investors and SEBI AIFs for resident investors — under one investment philosophy and a singular focus: creating long-term wealth.
Who we do it for
Institutional investors
High Net Worth Individuals (HNIs)
Family offices & endowments
Promoter networks & their capital
NRIs, PIOs & foreign nationals
Resident Indian investors SEBI AIF
Why it works
Proven track record of wealth creation
Decades of transaction advisory and M&A — founding partners' DNA
Disciplined research-led process
Promoter-network-driven access and validation of ideas
Boutique — focused; never a factory
Our Fund Structures
Two structures. One philosophy.
Whether you are an offshore investor or a resident Indian, Proinfinity has a purpose-built structure designed for you — with the same investment conviction at the core.
GIFT City IFSC
GIFT City AIF
For offshore investors seeking tax-efficient, USD-denominated access to India's high-growth equity universe — without the complexity of onshore structures.
For resident Indian investors — HNIs, family offices, and promoter networks — seeking disciplined, research-led exposure to India's small and midcap universe through a SEBI-regulated Alternative Investment Fund.
A disciplined, repeatable four-stage loop powered by three DNA strands: a fund manager's proven 16+ year buy-side track record in under-researched companies, the dual ideology of professional advisory and investment management, and a neural network of promoters and investors that continuously validates every step.
1
Identify
Undervalued businesses in the 1,200+ company small/midcap universe — surfaced through promoter networks, M&A lens, and proprietary research
2
Invest
Ahead of value recognition, with a disciplined margin of safety and high-conviction portfolio construction of 20–25 positions
3
Compound
Hold through the earnings and valuation upcycle with patience. Let the business and the market do the work. Resist the urge to trade.
4
Unlock
Exit when full value is recognised by the market — recycling capital into the next undervalued opportunity in the cycle
Investment Philosophy
We invest where institutional money cannot reach
65% of India's listed small and midcap universe has zero analyst coverage. That is where our edge — and our investors' alpha — lives.
01
Research-Led Discovery
Bottom-up, proprietary research across 1,200+ companies. We meet management, understand businesses from the inside, and build conviction long before committing capital.
02
The M&A Lens
Where professional advisory rigour meets investment management discipline. Our founding CAs and M&A advisors evaluate businesses the way an acquirer would — assessing intrinsic value, promoter motivation, and value unlock potential — then invest the way a long-term portfolio manager does.
03
Promoter Network Edge
Our neural network of promoter and investor relationships — built over decades of M&A advisory and investment management — continuously surfaces insights, validates theses, and generates deal flow that is invisible to the broader market.
04
Cycle-Tested Conviction
30+ years of combined experience and a fund manager with 16+ years of proven buy-side track record — investing in under-researched, under-owned companies and holding with conviction across every market cycle to unlock long-term wealth.
05
Value Unlocking
We identify businesses where intrinsic value is significantly higher than market price — and invest ahead of that recognition. Business cycle turns, promoter restructuring, capital allocation shifts — we see these early.
06
High Conviction Portfolio
20–25 stocks. Meaningful position sizing. No leverage, no derivatives. Every basis point of return comes from pure stock selection excellence — transparent, disciplined, and repeatable.
Ready to invest in India's next decade?
GIFT City AIF open for subscription · SEBI AIF coming soon · Boutique. Focused. Long-term.
About Us
A boutique built on relationships, experience, and conviction.
Who We Are
The Proinfinity story
Proinfinity Wealth Advisors was founded by three Chartered Accountants with decades of experience in Mergers & Acquisitions and transaction advisory, joining hands with an Investment Professional with a proven track record of wealth creation. The four founders have spent careers helping business owners achieve large equity exits and buyouts, and helping them acquire businesses at the right valuations. The firm brings together three rare strands of DNA that, combined, create a genuinely differentiated investment process.
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DNA Strand A — Proven Investment Track Record
A fund manager who has done it before.
At the heart of Proinfinity's investment engine is a fund manager with over 16 years of buy-side experience — with a demonstrable, proven track record of investing in under-researched and under-owned small and midcap companies, holding them with conviction, and unlocking long-term wealth. This is not a theoretical capability. It has been built, tested, and demonstrated across multiple market cycles. The ability to find companies that institutional money has not yet discovered, build conviction before the crowd, and hold patiently as value is recognised — this is the investment DNA that drives Proinfinity's approach.
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DNA Strand B — The Dual Ideology
Where professional advisory meets investment discipline.
Proinfinity sits at a rare intersection: founding partners who are Chartered Accountants and M&A advisors — who understand businesses from the inside, who have sat in boardrooms advising on exits and acquisitions — combined with investment professionals who manage capital, build portfolios, and have lived through every market cycle. This dual ideology — the rigour of the professional advisor and the conviction of the long-term investor — creates a perspective that pure fund managers and pure advisors simply cannot replicate. We evaluate businesses the way an acquirer does, and invest in them the way a patient, long-term portfolio manager does.
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DNA Strand C — The Neural Network
A living network that identifies, validates, and confirms.
Over decades of M&A advisory and investment management, Proinfinity's founding partners and investment team have built what can only be described as a neural network — an interconnected, living web of business owner relationships, institutional investor relationships, and professional advisory connections. This network is not passive. It continuously identifies investment situations before they are public, validates investment theses through direct conversations with business owners, and confirms or challenges our convictions through peer-level dialogue with other sophisticated investors. No research report, no financial model, and no data terminal can replicate what this network provides.
Our Journey
Genesis & milestones
The Beginning
Decades of M&A and Transaction Advisory
The founding partners built careers advising business owners on their most significant financial decisions — equity exits, buyouts, acquisitions. Through this work, they built something irreplaceable: deep, trusted relationships with India's business owners community.
The Insight
Seeing alpha where others cannot
Sitting across from business owners for decades, the founding partners repeatedly saw businesses whose intrinsic value was dramatically higher than their market price. They knew the business owners, understood the assets, and recognised the value unlock catalysts ahead of the market. The investment firm was the natural next step.
2026
Proinfinity is born — GIFT City & beyond
To fulfil the need of Indian business owners to invest in opportunities, the Fourth Founding Partner, with investment track record, joined hands to create Proinfinity Wealth Advisors Pvt. Ltd., established with the launch of its GIFT City AIF — India's IFSC-regulated offshore vehicle for foreign nationals, NRIs, and institutions. The SEBI AIF structure for resident investors is in active development.
The Vision
A boutique fund house. A wealth creation partner.
Proinfinity's long-term vision is to become a trusted, recognised boutique investment manager — known for intellectual rigour, promoter-network edge, and consistent long-term wealth creation for every investor and stakeholder we serve.
DNA · A
Proven Investment Track Record
16+ years buy-side · under-researched, under-owned · long-term wealth creation
DNA · B
Dual Ideology
CA + M&A advisory rigour meets buy-side investment discipline
DNA · C
Neural Network
A living web of promoters and investors that validates, surfaces, and confirms
Our Competitive Moat
Our MOAT is not a model. It is a network.
Our founding partners have spent decades sitting across the table from promoters — advising on their exits, their acquisitions, their capital structures. This means we receive information, insight, and access to situations that are invisible to the market. Combined with a proven investment track record of identifying under-researched, under-owned companies and holding them long enough to unlock value, this creates a moat that compounds over time.
When a promoter is planning to restructure, list a subsidiary, or accelerate capex — they discuss it with us first. Our neural network of promoter and investor relationships validates our theses from multiple angles simultaneously. That is an information edge that no financial model can replicate.
"We don't just read about promoters in annual reports. We know them. That changes everything about how we invest."
— Proinfinity Founding Partners
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Relationships & Network-Driven Deal Flow
Access to investment situations, pre-IPO insights, and business developments through decades of trusted promoter relationships — long before they appear in public filings.
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The M&A Information Lens
We evaluate businesses the way an acquirer would. Having advised on hundreds of transactions, we understand which financial metrics matter and which are noise.
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Understanding Promoter Motivation
We know when a promoter is genuinely committed to value creation vs when they are managing for short-term optics. This human intelligence is irreplaceable.
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Early Value Unlock Recognition
Because we are embedded in the promoter community, we often see value unlock catalysts — restructuring, subsidiary listings, acquisitions — months or years before the market prices them in.
Promoter Network Advantage
Where our network becomes your alpha
65% of India's listed small and midcap universe has zero analyst coverage. The market does not know these businesses. We do — because the promoters are in our network.
This is not an edge we built by hiring analysts. It is an edge built over decades of relationships — and it compounds the longer we invest.
Deal Flow Access
Investment situations surfaced through promoter relationships before they reach the open market
Business Intelligence
Insights into business trajectory, management quality, and strategic intent from the source
Capital Network
Founding partners bring their own capital and their network's capital — complete alignment of interest
M&A Transaction Insight
Access to pre-transaction intelligence through our advisory relationships and deal history
Investment Process
A disciplined path from idea to conviction
Every position in the portfolio has passed through a rigorous four-stage process — surfaced through our neural network, screened with dual professional-and-investment discipline, and sized by a fund manager with 16+ years of proven track record in this exact universe.
Step 01
Universe Definition
SME enterprises across all sectors. Listed small & midcap companies with proven business models, surfaced through our promoter network and primary research.
Step 02
Quality Screening
A disciplined framework evaluating financial health, governance standards, management quality, and the sustainability of competitive advantages.
Step 03
Deep Research
Management meetings, channel checks, primary research, and ongoing coverage of ~80 active names. We go deeper than any model can reach.
Step 04
Valuation & Entry
Multi-metric valuation requiring a meaningful margin of safety before we commit capital. Exit discipline is as rigorous as our entry criteria.
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Portfolio Construction
20–25 high-conviction stocks. Meaningful position sizing with risk discipline. Sector agnostic — we follow earnings, not the index. Active cash management of 0–20%. No leverage.
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Portfolio Monitoring
Continuous coverage with quarterly formal review. Strict sell discipline when the thesis is invalidated or when full value has been recognised by the market.
Investment Committee
Four voices. Equal weight. One conviction.
The Investment Committee brings together investment management expertise, M&A advisory experience, governance leadership, and regulatory knowledge — in equal measure.
AC
Amitabha Chakraborty
CFA · FRM · MBA · B.E.
Fund Manager & CIO
30+ years of institutional experience across Indian and global capital markets. 3 SEBI Category III AIFs managed as Designated Key Man. Extensive international buy-side experience with a deep understanding of small and midcap equity investing across multiple market cycles.
SR
Mr. S. Ravi
Independent Advisor
Former Chairman of BSE (Bombay Stock Exchange) — one of Asia's oldest and largest stock exchanges. Mr. Ravi brings the highest level of capital markets governance, exchange operations, and investor protection expertise to the committee. His distinguished tenure at the apex of Indian financial markets regulation makes him an invaluable independent voice, strengthening the board-level governance and regulatory credibility of the Fund.
VT
Vivek Tapadia
Strategic Advisor
Vivek brings extensive experience spanning investment management and corporate advisory, with a strong background in Mergers & Acquisitions and transaction advisory. His deep understanding of how businesses are valued, acquired, and transformed — combined with long-standing relationships across the Indian promoter and institutional ecosystem — makes him a powerful strategic voice on the Investment Committee.
MM
Mihir Mathur
Strategic Advisor
Experienced financial markets professional with expertise spanning equity research, risk management, and fund operations. Brings a complementary and disciplined perspective on portfolio construction, risk frameworks, and investment governance. Provides independent oversight of investment decisions and risk parameters across the portfolio.
Regulated by IFSCA · Trustee: Axis Bank · Fund Administrator: Fiducrest Advisors IFSC LLP · Auditor: Forvis Mazars · Legal Counsel: Khaitan and Company
Stock Selection Process
How we pick every stock
A five-stage framework that combines our M&A transaction lens, our neural network of promoters and investors, the proven buy-side track record of our fund manager, and rigorous fundamental discipline — three DNA strands working as one cohesive investment system.
Value Unlocking Proposition
We invest ahead of recognition.
Our M&A background allows us to identify businesses where intrinsic value is significantly higher than market price — whether due to an upcoming business cycle turn, an unreported asset, a promoter restructuring, or a capital allocation shift.
We enter early. We wait with conviction. We exit when the value is recognised.
1
Identify the gap
Find where market price diverges from intrinsic value — using M&A lens and promoter intelligence
2
Understand the catalyst
Business cycle turn, promoter restructuring, subsidiary listing, capital allocation shift — know what will close the gap
3
Enter early with conviction
Build position before the market recognises the value — patience is the strategy
4
Exit at full value
When market price reflects intrinsic value, recycle capital into the next opportunity
01
Management Quality — The Non-Negotiable
We invest in people before businesses. Full background assessment of governance track record, past capital allocation decisions, and ability to execute through adversity. If we don't trust the promoter, we don't invest — regardless of how attractive the numbers look.
02
Sectoral & Business Cycle Positioning
Business cycles lead to earnings cycles which lead to valuation cycles. We identify early signs of cycle inflection — positioning the portfolio before the herd moves. Our M&A experience gives us a structural advantage in reading business cycles from the inside.
03
Business Quality Screening
A disciplined framework evaluating financial health, capital allocation track record, governance standards, and the sustainability of competitive advantages. We want businesses that can compound through adversity, not just in fair weather.
04
Earnings Inflection Identification
We look for companies where the market has not yet priced in an upcoming step-change in earnings. Our promoter relationships and primary research give us a genuine edge in identifying these inflection points early — before sell-side coverage begins.
05
Valuation & Entry/Exit Discipline
Multi-metric valuation analysis requiring a meaningful margin of safety before entry. Sell discipline is as important as buy discipline — we exit when full value is recognised by the market or when the original investment thesis is no longer intact.
Historical Context
Timing Entry Correctly Leads to Long-term Wealth Creation
Year
Market Event
Drawdown
12M Return
3-Year Return
2001–02
9/11 + Dot-Com Bust
–28%
+47%
+320%
2004
Election Shock
–15%
+64%
+280%
2008–09
Global Financial Crisis
–65%
+102%
+178%
2016
Demonetisation
–20%
+44%
+130%
2020
COVID-19 Pandemic
–43%
+108%
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Investor Corner
Everything you need, in one place.
Fund documents, investor letters, presentations, factsheets, and quarterly catch-ups — all curated for our investor community.
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About the Fund — AIF
Fund structure, terms, GIFT City advantage
Fund Overview & PPM (on request)
GIFT City Tax Advantages Explained
Fund Terms & Parameters
Service Providers & Governance
Subscription & KYC Process
How to Invest — Step by Step
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Letters to Investors
Monthly insights from our Fund Manager
May 2026 — Market Volatility: Our Portfolio Positioning
April 2026 — India Macro: Why Our Conviction Remains High
March 2026 — The India Macro Case Remains Intact
February 2026 — Small & Midcap: The Entry Point
January 2026 — Letter to Our Founding Investors
Letters published monthly. Accessible to registered investors.
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Presentations & Factsheets
Latest collaterals and fund data
Investor Presentation Deck (May 2026)
Fund Factsheet — April 2026
India Opportunity — Macro Deck
GIFT City — Tax Efficiency Guide
Small & Midcap — 20-Year Performance Data
Presentation deck available post NDA. Factsheet on request.
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Quarterly Catch-Ups
Video conversations with our investors
Q1 2026 — Portfolio Update & India Outlook
Q4 2025 — Year in Review & What We're Watching
Q3 2025 — Position Sizing & Risk Framework
Q2 2025 — First Investor Town Hall Recording
Quarterly catch-ups recorded and available to all registered investors.
Q1 2026 Quarterly Catch-Up
Fund Manager Amitabha Chakraborty discusses portfolio positioning, India's macro resilience, and current opportunities across the small and midcap universe.
Regulatory Details
Regulatory & Compliance
Proinfinity Wealth Advisors Pvt. Ltd. is regulated by the International Financial Services Centres Authority (IFSCA) under the IFSCA (Fund Management) Regulations, 2024.
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IFSCA Registered Fund Manager
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FATF Compliant Structure
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Category III AIF — IFSCA Regulations 2024
🏛️ Registration Details
Entity: Proinfinity Wealth Advisors Pvt. Ltd. Regulator: IFSCA, GIFT City IFSC Structure: Category III Alternative Investment Fund Regulations: IFSCA (Fund Management) Regulations, 2024 Domicile: GIFT City IFSC, Gandhinagar, Gujarat, India Trustee: Axis Bank Limited Custodian: Axis Bank Limited Fund Administrator: Fiducrest Advisors IFSC LLP Auditor: Forvis Mazars Legal Counsel: Khaitan and Company
Escalation:
IFSCA — International Financial Services Centres Authority
GIFT SEZ, Block 13A, Road 1C
GIFT City, Gandhinagar, Gujarat 382355 www.ifsca.gov.com
Complaint Status: Published quarterly in the Investor Corner section.
📄 Regulatory Disclaimer
This website and its contents are strictly confidential and for informational purposes only. Nothing herein constitutes investment advice, an offer, or solicitation. Investment in the Fund involves significant risk, including the risk of loss of the entire capital invested.
Prospective investors must rely solely on the Private Placement Memorandum and related Fund Documents. Please consult your independent legal and financial advisors before investing.
Investment in AIFs is subject to market risks. Please read all scheme-related documents carefully before investing.
Contact Us
Let's start the conversation.
Whether you are an institutional investor, HNI, family office, or a promoter looking to invest — we'd be glad to walk you through our funds and investment approach.
Registered Office
GIFT City, Gujarat
Proinfinity Wealth Advisors Pvt. Ltd.
GIFT City IFSC
Gandhinagar, Gujarat — India 382355
For subscription enquiries, KYC documentation, and fund document requests, reach us at ir@proinfinity.com
We are available across IST, GMT, and Gulf time zones.
Eligibility Note
This fund is open to NRIs, PIOs, foreign nationals, family offices, and institutional investors who qualify as accredited investors. Minimum investment: USD 150,000. Investment in AIFs is subject to market risks.
Investor Portal
Welcome back.
Access your portfolio statements, NAV reports, quarterly catch-up recordings, and investor letters — all in one secure portal.
🔒 This portal is for registered investors only. For first-time access, please contact ir@proinfinity.com after completing your subscription.