Welcome to Progress India Opportunities Fund (PIOF)

PIOF has established this website to provide information about their respective investment advisory activities. Information herein available has not been reviewed by any regulatory authority. Content available in this website has been prepared for information purposes only and is neither an invitation nor an offer to make an investment in PIOF. You should rely solely on your own investigations regarding any investment opportunities and should seek competent professional advice. Please go through the Terms and Conditions section for more details.

“Consumption and Demographics are India’s Selling Points”
- Morningstar, October 2016

Investment Philosophy

Capturing a Young India’s Consumption Potential

PIOF invests only in well-managed Indian listed companies that have scalable operations and compound earnings growth over the medium to long-term. These companies have strong brands, franchises and deeply entrenched distribution networks they are huge beneficiaries of India’s domestic consumption-led growth story.

PIOF aims to generate positive absolute risk adjusted returns over the medium to long term (> 3 years) with focus on preservation of investor capital and returns.

The fund focuses on the true long term secular strength of India ie its demographic dividend. It invests exclusively in large cap and liquid stocks. The portfolio tends to outperform Indian markets substantially during market downturns.

Cornerstone of our investment philosophy is understanding the quality of management and corporate governance. We firmly believe that good quality management and top notch corporate governance helps to create genuine long-term value for minority shareholders in an emerging market like India. Our deep investment experience and wide network of connects helps in assessing quality of managements.