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⚠️ Important Public Notice (Fraud Alert): New Berry Capitals Private Limited is NOT associated with any fraudulent WhatsApp, Telegram, or Facebook groups/pages, including “New Berry 711 Strategy Watchtower”, or the website rajestmodyanalyst.com (and similar domains). Ms. Meena Joshi is not associated with us. These groups/pages and websites are falsely using our name and impersonating individuals to mislead the public https://www.newberry.in/wp-content/uploads/2026/02/FIR-Copy-and-other.pdf.

Portfolio Management Service (pms)

Our Endeavour​

Our primary aim is to optimize long-term wealth for our clients while minimizing risks. We achieve this through methodical, sustained, and disciplined investment decisions rooted in extensive research and analysis. Leveraging our collective effort, knowledge, experience, and unwavering diligence, we ensure rational and informed choices that align with our clients’ goals.

SEBI registered Portfolio Manager # INP000005323.

Endeavour

Investment Philosophy

Our investment strategy rests on four key pillars / Our investment strategy is built upon four fundamental pillars.

A long term investment horizon

Tax- efficient investing & minimizing trading costs

Buying quality assets when offered at a margin of safety

Disciplined selling based on fundamentals and valuations

Our USP Fee Structure

We don’t want to be paid for activity, we want to be paid for being right / We aim to get paid for accuracy and results, not merely for activity.

No management fees

Only Performance based fees

High water mark principle is applicable on performance fees as per SEBI regulations

Axis bank will provide fund accounting & custodian services to ensure complete transparency

Seeking Alpha Strategy

The 'Seeking Alpha' approach represents a targeted strategy with a preference for high-quality companies offered at favourable valuations.

Market leadership in products or services offered

Ability to sustain market position

Significant growth opportunities

High returns on invested capital

Management with integrity & history of efficient capital allocation

Margin of safety on valuations

Investment

Optimize Your Wealth with Newberry's Investment Portfolio Management Service

Personalized Investment Strategies

At Newberry, we tailor strategies to meet your unique financial goals, focusing on long-term wealth optimization.

Our Investment Philosophy

Long-Term Investment Horizon

We focus on long-term opportunities, allowing your wealth to grow sustainably over time.

Tax-Efficient Investing

We prioritize tax-efficient strategies, minimizing trading costs to maximize your returns

What is Investment Portfolio Management Service?

Tailored Investment Solutions

Portfolio Management Service (PMS) provides customized solutions, managed by professionals to meet your financial goals.

Targeted High-Quality Investments

Our ‘Seeking Alpha’ approach focuses on high-quality companies offered at favorable valuations

SEBI registered Portfolio Manager # INP000005323.

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