About Quantamental Strategic Ventures
Quantamental Strategic Ventures is a Mumbai-based investment practice. We help individuals, families and business owners build and run their portfolios to a documented process, rather than a decision at a time.
Most portfolios were never designed. They accumulated.
The portfolios I am asked to look at are rarely the product of a plan. A tax-saving investment made in a hurry one March, a plan started after reading an article, two funds added on a colleague's recommendation. Every decision was reasonable on the day it was made, and the sum of them was designed by nobody.
What is missing in almost every case is not knowledge. It is structure. Nobody had written down what the money was for, how much risk it should carry, or what would happen when markets fell. Products get sold one at a time. A process has to be built deliberately, and almost nobody is ever offered one.
I spent fifteen years watching institutions do the opposite. Mandates set in advance, positions sized against them, reasoning recorded at the time it was formed, reviews held on a calendar rather than in a crisis. That discipline is ordinary at institutional scale and almost unknown in a private portfolio. Closing that gap is the whole of what this practice does.
Two words, and why both are needed.
Quantamental joins quantitative and fundamental. The name describes how the two are used together, because neither is sufficient on its own.
Some decisions should never be left to instinct. How much sits in each asset class. When a portfolio has drifted far enough from its target to be corrected. How much cash to hold, and at what point to deploy it. How an exit is sequenced across financial years so that less is lost to tax. These questions have arithmetic answers, and they are settled by rule, written down in advance, so that nobody has to decide them in a difficult week.
Other decisions cannot be reduced to a formula. Whether a fund manager's record reflects genuine skill or simply a favourable decade. Whether a category that looks cheap is cheap for a reason. Whether an investor who says they can hold through a thirty percent fall actually will. These need judgement, and no model supplies it.
The name reflects a straightforward position: apply rules where rules work, and judgement where they do not. Most portfolios go wrong by confusing the two, either by trusting instinct on questions that arithmetic had already answered, or by trusting a model on questions it was never able to see.
Rajesh Gwalani, CFA
The practice is run by Rajesh Gwalani, CFA. More than fifteen years in financial services, most of it alongside private equity firms, wealth managers, family offices, investment banks and private credit firms.
His work focuses on asset allocation, fund selection and manager due diligence, portfolio construction across full market cycles, and the tax-aware sequencing of exits.
He began on the technology side, building enterprise systems for banks and credit card issuers, which is where the insistence on documented and repeatable process comes from.
MBA in Finance. Based in Mumbai.
Five rules, applied without exception.
- Nothing is recommended before the investor has been profiled.
- Allocation is set before any product is chosen.
- Rebalancing, reserve and exit rules are written before capital moves.
- Portfolios are reviewed periodically, not when something goes wrong.
- The after-tax outcome is the only outcome that counts.
The limits of the mandate, stated plainly.
We are an AMFI-registered mutual fund distributor, an AMFI-registered distributor of Specialised Investment Funds, and an APMI-registered distributor of Portfolio Management Services. We act only as a distributor and do not represent any asset management company, bank or fund.
We are not a SEBI-registered Investment Adviser, and we do not provide tax, legal or estate services. Where those are needed, we work alongside your chartered accountant and your lawyer rather than in place of either.
Everything starts with a profile.
Before the first substantive conversation, we send you a structured questionnaire. It takes around ten minutes and resolves to a defined investor archetype. Nothing is recommended until it is complete.