A concentrated portfolio, patiently held.

One research process. A ten-year horizon.

Owning India's next set of compounders.

We manage a small number of portfolios and hold a small number of businesses. Both numbers are deliberate. Clients hear from us monthly, whether the quarter went our way or not.

Meet your fund manager

Shaily Bhansali, Founder & CIO of Keystone Wealth
Shaily Bhansali
Founder & CIO
shaily@keystonewealth.club

Shaily holds an MBA in Finance, along with a B.Com and M.Com in Economics. She runs Keystone Wealth's concentrated, long-only portfolio with a focus on small- and mid-cap Indian businesses — and a knack for identifying multibaggers early. She writes to every client personally, once a month, whether the quarter went the portfolio's way or not.

Performance

Full performance detail is on its way. In the meantime, request a call for the current factsheet.

Letters

Monthly letters to clients will be archived here.