About Yadnya Investment Managers
Who We Are
Yadnya Investment Managers was established in January 2026 with the objective of building a strong fundamental research-driven money management entity focused on long-term wealth creation.
Our team brings experience across multiple asset classes, with a strong foundation in Indian listed equities, fundamental research, portfolio construction, and asset allocation. Our equity research process is guided by our proprietary FIVE G Framework, which helps us assess businesses across qualitative and quantitative parameters to evaluate the risk-reward potential of investment opportunities.
What We Do
We manage capital for HNIs, UHNIs, corporates, and other sophisticated investors. Our investment approach is centered around fundamental research, disciplined risk management, and thoughtful asset allocation, with a focus on identifying attractive opportunities across market cycles.
Assets Under Management
₹100 Crore
As of 31 July 2026
Our Team
Our team combines deep experience across investment management, equity research, compliance, and capital markets.
Our Key Associations
Partnering with premier institutional providers to ensure robust compliance and operational excellence.
ORBIS
Trustee & Fund Services Partners
Handles independent fund accounting, custody oversight, and trustee administration.
PhillipCapital
Capital Markets and Brokerage Partner
Facilitates capital market execution and institutional trade clearing.