Expert-managed portfolios tailored to your financial goals.
The strategy focuses on investing in fundamentally strong, cash-rich, and dividend-paying companies available at reasonable discounts to intrinsic value. Selection is based on proven profitability, resilience across economic cycles, and strong future grow
Ravishankar WS is the Founder of Banyan Tree Advisors, a portfolio management company focused on India, where he has bee... Ravishankar WS is the Founder of Banyan Tree Advisors, a portfolio management company focused on India, where he has been managing discretionary portfolios for over two decades with a value-driven investment approach. He is also the Founder of Probe Equity Research, specializing in financial, credit, and business intelligence on private companies in India. With extensive experience as a portfolio advisor across hedge funds and investment firms, Ravishankar brings deep expertise in equity research and long-term wealth management. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -10.93% | -11.3% | 0.37% |
| 3 Months | -18.19% | -14.44% | -3.75% |
| 6 Months | -17.07% | -9.02% | -8.05% |
| 1 Year | -9.87% | -3.99% | -5.88% |
| 2 Year | 1.22% | 1.19% | 0.03% |
| 3 Year | 8.14% | 10.02% | -1.88% |
| 5 Year | 8.24% | 10.01% | -1.77% |
| Since Inception | 13.96% | 10.3% | 3.66% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.93% | -2.36% | -10.93% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -11.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.89% | -1.85% | 0.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.66% | -4% | 4.66% | 3.26% | 4.05% | 3.75% | -0.75% | -1.67% | -0.1% | 1.94% | 0% | -0.56% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -2.21% | 1.78% | -1.65% | -0.22% | 2.13% | 0.38% | 2.02% | -0.46% | -0.87% | -2.68% | -1.92% | -0.28% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 2.97% | -0.24% | 6.21% | 3.31% | 1.63% | 2.45% | -1.76% | -0.43% | -0.72% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 1.73% | -0.27% | -0.56% | -0.69% | 0.27% | 0.17% | 4.36% | -0.17% | 1.29% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5605.4 | 5470.6 | 4866.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 5450.8 | 5228.1 | 5503.7 | 5634 | 5831.5 | 6049.3 | 6009.4 | 5920.5 | 5875.6 | 5994 | 6007 | 5962.8 |
| 2024 | -- | -- | -- | 5249 | 5185.4 | 5564.1 | 5716.3 | 5781.7 | 5902.7 | 5747.1 | 5689 | 5630.1 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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