The GOLDEN BIRD INVESTMENT TRUST

About Our Fund/ Unlocking India's Investment Potential with Our AIF

Our Alternative Investment Fund (AIF) is strategically crafted to harness the immense growth potential of Indian securities, offering a unique platform for high- net-worth individuals and institutional investors to engage with India's dynamic financial landscape. By focusing on Indian securities, our fund leverages the country's robust economic expansion and deepening market depth, providing investors with an opportunity to capitalize on the burgeoning financial sector.
Through our AIF, investors can access a diverse array of asset classes, spanning from early-stage ventures to established corporations. This diversified approach not only enhances portfolio resilience but also positions investors to potentially maximize returns. As the Indian AIF industry continues to experience rapid growth, our fund is well-positioned to capitalize on this trend, presenting a compelling investment opportunity for those seeking to tap into India's economic ascendance.

Unlocking Growth Opportunities in India's Vibrant Economy

India has emerged as a beacon of economic resilience and growth, solidifying its position as one of the fastest-growing major economies globally. The country's robust recovery from the pandemic has been fuelled by strong economic demand, increased investment rates, and rising capacity utilization in the manufacturing sector. This momentum is poised to continue, driven by government initiatives to boost infrastructure development and capital spending.
The Indian economy is underpinned by a robust democracy and strategic partnerships, positioning it to become one of the top three economic powers in the next decade. Furthermore, India's strong balance of payments and substantial foreign exchange reserves provide a buffer against global economic uncertainties.
Our Alternative Investment Fund (AIF) is strategically positioned to capitalize on India's growth potential. By investing in Indian securities, we offer a unique opportunity to tap into the country's burgeoning financial markets. With a focus on both listed and unlisted equities, our fund provides a diversified portfolio that aligns with the dynamic economic landscape of India.
Join us in harnessing the growth momentum of India's economy. Our AIF is designed to deliver significant above-average returns by leveraging the country's economic resilience and strategic growth drivers. Whether you are a seasoned investor or seeking to diversify your portfolio, our fund offers a compelling opportunity to participate in India's economic ascendance.

Products/Offerings

The Golden Bird Investment Trust, a SEBI-registered Category III Alternative Investment Fund (AIF), provides a robust investment platform for sophisticated investors seeking exposure to India's equity markets. We actively invest in both listed and unlisted equity securities, focusing on businesses with strong fundamentals, scalable growth potential, and competitive advantages.
Our strategy includes flexicap investments across large-cap, mid-cap, and small-cap companies, as well as high-potential unlisted firms in sectors with favorable tailwinds. As an open-ended fund, we dynamically manage portfolios to adapt to market conditions while aiming for long-term wealth creation.
With a sector-agnostic approach and strict compliance with SEBI regulations, we ensure transparency, disciplined investing, and proactive monitoring to deliver superior risk-adjusted returns. Tailored for HNIs and institutional investors, our fund combines rigorous research with strategic management to capitalize on India's growth opportunities.

Products/Offerings

Our investment philosophy is built on the following core pillars: 1. Focus on Scalable Returns: We emphasize investing in businesses that consistently demonstrate the ability to generate scalable returns on incremental capital. Beyond a baseline Return on Equity (RoE) of 15%, we seek companies capable of achieving similar returns on additional capital deployed, showcasing the management’s ability to uncover and execute new growth opportunities.
2. Prioritizing Margin Expansion: Our strategy favors companies with a clear trajectory of improving operating margins, alongside maintaining a minimum margin threshold of 15%. This indicates operational efficiency, pricing power, and competitive advantages that are essential for sustained profitability and maximizing shareholder value.
3. Resilience Through Economic Cycles: We invest in businesses that have proven their resilience by successfully navigating at least one economic downturn. A strong balance sheet serves as a cornerstone of this resilience, enabling survival during challenging periods and positioning the business to seize opportunities during economic upswings.
4. Preference for Financial Stability: We avoid companies burdened by excessive leverage, as high debt levels can restrict adaptability and hinder growth potential. Our focus is on businesses with a Debt-to-Equity ratio below 100%, ensuring financial stability and operational flexibility.
5. Exclusion of Inefficient Enterprises: While public sector enterprises are integral to the economy, we exclude them from our portfolio due to inherent inefficiencies such as bureaucratic delays and suboptimal resource utilization, which can adversely impact shareholder returns.

Products/Offerings

Our disciplined investment approach is guided by rigorous criteria designed to identify high-quality opportunities while mitigating risks. These include:
1. Comprehensive Fundamental Analysis: Valuation & Sectoral Trends: We evaluate companies based on intrinsic value and alignment with favorable industry tailwinds.
Financial Health: We screen for manageable debt levels, robust balance sheets, and healthy cash flows to ensure financial stability.
Governance Standards: We assess promoter history, board structure, and related-party transactions to ensure ethical and transparent business practices.
2. Emphasis on Competitive Advantages: We prioritize businesses with sustainable competitive edges or "economic moats," such as pricing power, market leadership, or unique capabilities that shield them from competition and ensure long-term viability.
3. Active Monitoring & Strategic Exit Plans: -- Regular factory visits, management engagements, and reassessments of target prices form the backbone of our monitoring process.
-- We focus on niche industry leaders with enduring competitive advantages.
-- Exit strategies are implemented under the following conditions:
---- Achievement of target price range.
---- Fulfillment of the investment thesis ahead of schedule.
---- Failure of the thesis due to unforeseen circumstances.
At The Golden Bird Investment Trust, our approach combines meticulous research with proactive monitoring to deliver superior risk-adjusted returns for our investors while adhering strictly to SEBI regulations governing Category III Alternative Investment Funds.

Structure details

AIF registration number – Download certificate here Trust Name – The GOLDEN BIRD INVESTMENT TRUST Trustee – MITCON CREDENTIA TRUSTEESHIP SERVICES LIMITED IM Entity – ALPHA NIVESH PRIVATE LIMITED Custodian – NUVAMA CUSTODIAL SERVICES LIMITED RTA –

Team

  • Sajal Vats

    Sajal Vats is a seasoned professional with a strong background in corporate governance and financial markets. He holds a prestigious qualification as a Company Secretary from the Institute of Company Secretaries of India and is certified in Alternative Investment Fund Management (NISM-Series-XIX-C).
    With a proven track record in meticulous analysis and evaluation of both listed and unlisted equities, Mr. Vats provides comprehensive insights that guide strategic investment decisions. His extensive market research spans financial reports, trends, and economic indicators, uncovering valuable information that lead to informed investment strategies.
    Mr. Vats' analytical prowess enables him to identify promising opportunities, assess risks, and deliver actionable recommendations aligned with the firm's goals and client objectives. He is committed to leveraging his expertise to drive informed investment decisions and foster growth in the dynamic Indian financial landscape.

    Kalpana Jain

    Kalpana Jain is a distinguished director of Alpha Nivesh Private Limited, renowned for her visionary leadership and strategic acumen. Holding a Bachelor of Commerce degree from the University of Calcutta, she has consistently demonstrated her ability to steer the company toward ambitious goals while aligning initiatives with its mission and values.
    As a director, Mrs. Jain serves as the primary liaison with stakeholders, partners, and clients, engaging them with poise and professionalism. Her exceptional skill in building and nurturing relationships has been instrumental in advancing the company's interests and fostering mutual success.
    With her strong educational background and extensive experience in corporate leadership, Mrs. Jain brings a unique blend of expertise and interpersonal skills to her role. Her dedication to fostering strong relationships and driving strategic initiatives positions her as a key asset to the company, ensuring that Alpha Nivesh Private Limited continues to thrive under her guidance.

Contact Us

Phone

9310576792

Email

info@goldenbirdaif.com

Address

7/7, GROUND FLOOR, ANSARI ROAD, DARYAGANJ, NEW DELHI-110002