Singapore-based boutique asset management firm

River Valley Asset Management

River Valley Asset Management is a Singapore-based boutique asset management firm. Our team at RVAM strongly believes in being a trusted steward of our clients' wealth across generations.

Each of our fund managers has years of rich portfolio management experience over multiple market cycles at world-class investment houses. We bring our clients the combined strength of our investment team to manage their financial portfolios and to provide bespoke guidance on all aspects of their financial health.

We offer multi-asset class expert investment advice to accredited investors who are family offices, high net worth individuals and institutional investors to preserve and grow our clients' wealth.

The fund management team of the company includes Homiyar Vasania, Anand Ramachandran and Jamshed Desai.

Different Strokes: India Versus Indonesia

Indonesia: Waiting To Unleash The Potential

Partner and Fund Manager, River Valley Asset Management

Jamshed Desai

Partner and Fund Manager

Thematic (Sector/Industry)

Conferences are a good place to meet old acquaintances, exchange views and feel the pulse of what investors are thinking 4,000 km across the sea from where we sit in the little Red Dot. We attended the "Chasing Growth - 2018" Kotak Securities Conference in Mumbai at the end of February to gauge just that and also meet companies in India which have been coming to terms post a ham-handed demonetisation and implementation of GST during the past one year. Mr. Uday Kotak, Vice-Chairman of Kotak Mahindra Bank, was the star attraction the first morning at the event. And he didn’t disappoint. Mr. Kotak’s opening salvo made sure any dreary-eyed soul suffering Monday morning blues in the audience got his attention. He fired off by stating that he was seeing ‘growth re-surface’ strongly in some places, but the India story was changing dramatically this year. The macro was deteriorating but the bottom-up story was improving. That has now become the most trotted-out narrative on India since that Monday morning.Sitting through the meetings at the conference and listening to a varied mix of speakers and companies, it is apparent that the economy is slowly but surely extricating itself from the demons of demonetisation and the ham-handed implementation of GST. There is optimism, yet again, among companies that a recovery is or should be underway, now that GST-related issues are being sorted out. In the accompanying paragraphs we give you a flavour of what we found interesting.

Conferences are a good place to meet old acquaintances, exchange views and feel the pulse of what investors are thinking 4,000 km across the sea from where we sit in the little Red Dot. We attended the "Chasing Growth - 2018" Kotak Securities Conference in Mumbai at the end of February to gauge just that and also meet companies in India which have been coming to terms post a ham-handed demonetisation and implementation of GST during the past one year. Mr. Uday Kotak, Vice-Chairman of Kotak Mahindra Bank, was the star attraction the first morning at the event. And he didn’t disappoint. Mr. Kotak’s opening salvo made sure any dreary-eyed soul suffering Monday morning blues in the audience got his attention. He fired off by stating that he was seeing ‘growth re-surface’ strongly in some places, but the India story was changing dramatically this year. The macro was deteriorating but the bottom-up story was improving. That has now become the most trotted-out narrative on India since that Monday morning.Sitting through the meetings at the conference and listening to a varied mix of speakers and companies, it is apparent that the economy is slowly but surely extricating itself from the demons of demonetisation and the ham-handed implementation of GST. There is optimism, yet again, among companies that a recovery is or should be underway, now that GST-related issues are being sorted out. In the accompanying paragraphs we give you a flavour of what we found interesting.

Mumbai Musings