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Who

Yellow Jersey is a new-age wealth management and investment advisory firm based out of Gujarat. We are in the business of Wealth creation, Wealth preservation, and Wealth Transfer. We believe we are asset managers, and not asset gatherers, hence our investment management team size exceeds the size of the product promotion team. We manage your money and invest in the right way using the age-old principle of goal-based investment. Our goal is to help our clients prosper and grow their wealth by creating an experience that is backed by unmatched expertise, research, transparency, and strong relationships. 

What

We provide customized wealth management solutions to all our clients with the belief that every client has a unique set of goals, risk appetite, return objective, and constraints, which needs to be kept in the centre while taking care of investments. With this in mind, we advise the best suitable investments from our mix of products.

Why

‘For strong health, you need a Doctor... For strong wealth, you need a Wealth Advisor.’

 

Most of us spend a major chunk of our lives trying to create a corpus so that we can offer financial security to our loved ones. Simply putting away savings does not suffice. It becomes important to chalk up strategies so that your savings can work for you.

 

Yellow Jersey does just that. We help you create a financial plan through which you can deploy your assets in such a way that most, if not all, of your financial objectives, are met.

Meet The Team

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  • Risk Associated
    This is a Medium-Risk portfolio as it is majorly invested in blue chip companies. You can expect a fall of 10% - 15% due to volatility over the short term, but we are confident on stable long term performance of this portfolio.
  • How we diversify our risk
    We do not allocate more than 10% to a company and more than 25% to any sector. Government policies change all the time and an averse sector-specific headwind could significantly affect that sector for a long period of time. In order to avoid that we do not allocate more than 25% to any sector. Similarly, we do not believe in putting all our eggs in one basket and limit our allocation to 10% on company level.
  • Basis of selection of Securities
    We follow a bottom-up approach for stock selection. We invest in only top 250 companies as per market capitalisation. We focus on high growth companies.
  • Allocation of portfolio
    This portfolio is large-cap biased, we allocate 70% of the portfolio to large-cap companies and can go up to 30% for Mid-Cap depending on market scenario and our view on the market. We try to maintain a 10% cash position to take advantage of short term special situations like buybacks, offer for sales etc.
  • YJ Leaders Portfolio Performance
Piyush Sarawagi
Founder and CIO
  • Risk Associated
    This is a Medium-Risk portfolio as it is majorly invested in blue chip companies. You can expect a fall of 10% - 15% due to volatility over the short term, but we are confident on stable long term performance of this portfolio.
  • How we diversify our risk
    We do not allocate more than 10% to a company and more than 25% to any sector. Government policies change all the time and an averse sector-specific headwind could significantly affect that sector for a long period of time. In order to avoid that we do not allocate more than 25% to any sector. Similarly, we do not believe in putting all our eggs in one basket and limit our allocation to 10% on company level.
  • Basis of selection of Securities
    We follow a bottom-up approach for stock selection. We invest in only top 250 companies as per market capitalisation. We focus on high growth companies.
  • Allocation of portfolio
    This portfolio is large-cap biased, we allocate 70% of the portfolio to large-cap companies and can go up to 30% for Mid-Cap depending on market scenario and our view on the market. We try to maintain a 10% cash position to take advantage of short term special situations like buybacks, offer for sales etc.
  • YJ Leaders Portfolio Performance
Mentor
Bhavesh shah
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Yash Bothra
Business Partner
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  • Risk Associated
    This is a Medium-Risk portfolio as it is majorly invested in blue chip companies. You can expect a fall of 10% - 15% due to volatility over the short term, but we are confident on stable long term performance of this portfolio.
  • How we diversify our risk
    We do not allocate more than 10% to a company and more than 25% to any sector. Government policies change all the time and an averse sector-specific headwind could significantly affect that sector for a long period of time. In order to avoid that we do not allocate more than 25% to any sector. Similarly, we do not believe in putting all our eggs in one basket and limit our allocation to 10% on company level.
  • Basis of selection of Securities
    We follow a bottom-up approach for stock selection. We invest in only top 250 companies as per market capitalisation. We focus on high growth companies.
  • Allocation of portfolio
    This portfolio is large-cap biased, we allocate 70% of the portfolio to large-cap companies and can go up to 30% for Mid-Cap depending on market scenario and our view on the market. We try to maintain a 10% cash position to take advantage of short term special situations like buybacks, offer for sales etc.
  • YJ Leaders Portfolio Performance
Mahek Talati
Equity Research Analyst
2.jpg
  • Risk Associated
    This is a Medium-Risk portfolio as it is majorly invested in blue chip companies. You can expect a fall of 10% - 15% due to volatility over the short term, but we are confident on stable long term performance of this portfolio.
  • How we diversify our risk
    We do not allocate more than 10% to a company and more than 25% to any sector. Government policies change all the time and an averse sector-specific headwind could significantly affect that sector for a long period of time. In order to avoid that we do not allocate more than 25% to any sector. Similarly, we do not believe in putting all our eggs in one basket and limit our allocation to 10% on company level.
  • Basis of selection of Securities
    We follow a bottom-up approach for stock selection. We invest in only top 250 companies as per market capitalisation. We focus on high growth companies.
  • Allocation of portfolio
    This portfolio is large-cap biased, we allocate 70% of the portfolio to large-cap companies and can go up to 30% for Mid-Cap depending on market scenario and our view on the market. We try to maintain a 10% cash position to take advantage of short term special situations like buybacks, offer for sales etc.
  • YJ Leaders Portfolio Performance
Bhavik Bajaj
Junior Research Analyst
1.jpg
  • Risk Associated
    This is a Medium-Risk portfolio as it is majorly invested in blue chip companies. You can expect a fall of 10% - 15% due to volatility over the short term, but we are confident on stable long term performance of this portfolio.
  • How we diversify our risk
    We do not allocate more than 10% to a company and more than 25% to any sector. Government policies change all the time and an averse sector-specific headwind could significantly affect that sector for a long period of time. In order to avoid that we do not allocate more than 25% to any sector. Similarly, we do not believe in putting all our eggs in one basket and limit our allocation to 10% on company level.
  • Basis of selection of Securities
    We follow a bottom-up approach for stock selection. We invest in only top 250 companies as per market capitalisation. We focus on high growth companies.
  • Allocation of portfolio
    This portfolio is large-cap biased, we allocate 70% of the portfolio to large-cap companies and can go up to 30% for Mid-Cap depending on market scenario and our view on the market. We try to maintain a 10% cash position to take advantage of short term special situations like buybacks, offer for sales etc.
  • YJ Leaders Portfolio Performance
Naman Parmar
Equity Research Analyst
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  • Risk Associated
    This is a Medium-Risk portfolio as it is majorly invested in blue chip companies. You can expect a fall of 10% - 15% due to volatility over the short term, but we are confident on stable long term performance of this portfolio.
  • How we diversify our risk
    We do not allocate more than 10% to a company and more than 25% to any sector. Government policies change all the time and an averse sector-specific headwind could significantly affect that sector for a long period of time. In order to avoid that we do not allocate more than 25% to any sector. Similarly, we do not believe in putting all our eggs in one basket and limit our allocation to 10% on company level.
  • Basis of selection of Securities
    We follow a bottom-up approach for stock selection. We invest in only top 250 companies as per market capitalisation. We focus on high growth companies.
  • Allocation of portfolio
    This portfolio is large-cap biased, we allocate 70% of the portfolio to large-cap companies and can go up to 30% for Mid-Cap depending on market scenario and our view on the market. We try to maintain a 10% cash position to take advantage of short term special situations like buybacks, offer for sales etc.
  • YJ Leaders Portfolio Performance
Prachi Sardana
Client Relationship and business development
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Krishan Vaishnav
Office manager
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