exit icon

Who is Accredited Investor?

Individuals (i.e., natural persons) may qualify as accredited investors if they meet any of the following wealth, income, or financial sophistication criteria:

• Net worth: Having a net worth over $1 million, excluding primary residence (individually or with spouse or partner)

• Income: Having income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

•Professional Certifications: Holding certain professional certifications, designations, or credentials in good standing. Currently, this includes individuals with a Series 7 (General Securities Representative), Series 65 (Investment Adviser Representative), or Series 82 (Private Securities Offerings Representative) license

in partnership with
compounding gems logo

Invest in
Compounding Gems
‍Aravalli Fund I

check mark icon
India growth story
check mark icon
US investment vehicle
check mark icon
Small & Mid Cap focus
check mark icon
PE style investing in public markets
Get in Touch
chevron right
india growingmoney growing
compounding gems logo

About Compounding Gems Advisors

Compounding Gems Advisors is an independent fund manager focused on long-term investments in fundamentally strong Indian companies. It operates with core values of trust, excellence, equanimity, frugality, and simplicity.

40+ yrs of investing experience

multiple business cycles

500+ investment opportunities

Evaluated across sectors

$300M+

Invested over last 20 years

Investing Beyond Borders

tick icon

How Gift City investments work and why they suit NRI investors

tick icon

Real talk on compliance, taxation, and what actually works

tick icon

Phillip Capital's ‘Billion Opportunities Fund’ strategy explained

tick icon

Clear answers to common doubts around NRI investing in India

Compounding Gems Aravalli Fund I

Access India’s small & mid-cap growth, minus PFIC, remittance tax or any other hassle.

Visible Streamline Icon: https://streamlinehq.com
Long-term perspective – Buy & Hold
Shield Check Streamline Icon: https://streamlinehq.com
Value investor (margin of safety)
Search Visual Streamline Icon: https://streamlinehq.com
Focus on quality – sustainable competitive advantages
Stock Streamline Icon: https://streamlinehq.com
Passive positions – primarily in secondary market
Praying Hand Streamline Icon: https://streamlinehq.com
Patience and Discipline
Graph Dot Streamline Icon: https://streamlinehq.com
Superior business understanding – proprietary analysis

Future-Ready Sectors, Future-Ready Wealth

tick icon

Sector-Wide Exposure

tick icon

Opportunity-Driven Themes

tick icon

Balanced & Focused

pie showing different sectors

About Compounding Gems Aravalli Fund I

tick icon

Domicile: Delaware

tick icon

Type: Open-ended

tick icon

Min Investment: $200,000

tick icon

Top Ups: Multiple of $10,000

tick icon

Investor Type: NRI and Foreign nationals

tick icon

Benchmark: BSE 500 TRI (USD)

money growing

Meet the Team

Saurabh Khandelwal has over 20 years of investing experience across India and the Middle East. He was last working with Majid Al Futtaim Holding (MAF), a leading conglomerate in the Middle East, to look after investments, M&A, and venture capital. He has prior experience in India with Tata Capital (Private Equity), Bank of America Merrill Lynch (leading investment bank in India), and Ambit Corporate Finance. He graduated from IIT Kharagpur and IIM Lucknow.

Co-founder Saurabh

Saurabh Khandelwal

Co-Founder

Nitin Goyal has more than 21 years of investing experience in India. His last role was as a Partner at an India-focused multi-strategy AMC called Blue Lotus Capital. His prior experience has been at Avigo Capital and PricewaterhouseCoopers. He graduated from IIT Kharagpur, IIM Lucknow, and Stanford University.

Co-founder Nitin

Nitin Goyal

Co-Founder

Invest in Just
3 Simple Steps

tick icon

Fill the interest form

tick icon

Our team will contact you

tick icon

Onboard & invest

Connect with Experts

Residence Country

I confirm that I am an accredited investor and understand that verification of accredited investor status is required before investing in this offering. Who is an Accredited Investor?

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Disclaimer

The information presented on this page is intended solely for informational purposes and does not constitute an offer to sell or a solicitation of an offer to purchase any securities. Any such offer or solicitation will be made only by delivery of a confidential private placement memorandum (the “PPM”) and only to persons who are verified as “accredited investors” under Regulation D, Rule 506(c) of the U.S. Securities Act of 1933, as amended.

Investments in private funds are speculative and involve a high degree of risk. Past performance is not indicative of future results, and there can be no assurance that any investment objectives will be achieved or that the fund will achieve results comparable to those described herein. Investment returns may vary significantly over time and may be volatile.

This material may include forward-looking statements, which are inherently uncertain and involve known and unknown risks and other important factors that could cause actual results to differ materially. No representations or warranties are made as to the accuracy or completeness of the information contained herein.The fund described is offered only to accredited investors who meet certain financial criteria and are capable of evaluating and bearing the risks of such an investment. Access to offering documents and detailed fund information is restricted and will only be provided upon completion of investor verification.

Techbloom Inc. (iNRI) is not acting as a broker-dealer or placement agent for this offering. Techbloom Inc. (iNRI) does not receive transaction-based compensation for any investment made into this fund and is not providing personalized investment advice through this listing.

Frequently Asked Questions

Do investors have to file taxes in India?

add icon

No, the investors do not need to file taxes in India. The Fund will be filing taxes in India.

Will investors receive Schedule K-1 in the US?

add icon

Yes, investors will receive Schedule K-1 in the US as prepared by the tax advisors of the Fund. Schedule K-1 will reflect the taxes paid on behalf of the investors in India.

How often will investors receive communications from the Fund Manager?

add icon

Investors will receive NAV on monthly basis and investor update letter on a quarterly basis.

Who can invest?

add icon

Any accredited investor can invest subject to some restrictions under the Foreign Exchange Management Act (FEMA) and government of India policies.

Can investors invest in INR?

add icon

Fund only accepts USD from an account in the name of the investor and can not accept funds in INR.

What are the management and performance fees?

add icon

Management fees for the accredited investor is 2.5% of the NAV on an annual basis. Fund doesn’t charge any performance fees to the accredited investors. Further details are provided in the Private Placement Memorandum of the Fund.

Does Fund have a lock-in and does charge any exit load?

add icon

Fund has a lock-in for 12 months. Fund doesn’t charge any exit load. However, the investor needs to be withdraw in accordance with the terms and conditions of the Private Placement Memorandum.

Show More FAQs

Show Less FAQs

Get in touch

We’re here to help if you have any questions.
Schedule a call with us, message us, or send an email.
Contact on Whatsapp
Email us
community members
Join our Telegram community of
NRIs/OCIs like you
Join Community
AMFI logo
iNRI is a certified Mutual Fund distributor registered with
Association of Mutual Funds in India (AMFI) with Reg. No. 273414
Company
About Us
Our Philosophy
Blog
Events
Products
Mutual Funds
Open NRE/NRO Account
Apply for PAN
Apply for OCI
Taxation Services
Legal
Privacy Policy
Terms of Use
Follow us on
Techbloom India Pvt. Ltd. (goinri.com) is a company incorporated in Bengaluru. Techbloom India Pvt. Ltd. (goinri.com) is certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 273414
Techbloom India Pvt. Ltd. (goinri.com) provides platform to invest in mutual funds in India under all the regulated guidelines. Customer(s) funds remain within the regulated environment throughout the investment lifecycle and Techbloom India Pvt. Ltd. (goinri.com) does not touch or hold customer(s) funds. customer(s) deal directly with a clearly identified regulated entity via iNRI platform.
Mutual fund investments are subject to market risk. Please read all scheme related documents before investing.
Techbloom Inc. ("iNRI"), parent of Techbloom India Pvt. Ltd., is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations.
The content on this website is for informational purposes only and does not constitute a comprehensive description of our investment advisory services.  Certain investments are not suitable for all investors. Before investing, consider your investment objectives and our fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.
Copyright © 2024 iNRI. All rights reserved.