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India - Land of  
‍Billion Opportunities

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India Growth Story
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Gift City
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FlexiCap Advantage
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Research led Strategy
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About Phillip Capital

Headquartered in Singapore, PhillipCapital since its origin in 1975 has grown into an integrated Asian financial house with global presence that offers a full range of quality and innovative services to clientele across the spectrum.

50 Years of Excellence

Global expertise in financial services since 1975

$50B+ Under Management

Trusted by investors across Asia, Europe, and America

50 Research Analyst

Research team driving smart, opportunity-led investing

Phillip India Billion Opportunities Fund

Investing in handpicked Indian stocks across market caps, focused on governance, growth, and emerging opportunities.

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FlexiCap investment approach
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Focused portfolio of around 35 carefully chosen names
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Combination of Long & Medium term investment approach
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Focus on well managed companies with sustainable growth & good balance sheets.
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Lookout for emerging sectors and turn around stories
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Benchmark S&P BSE 500

Future-Ready Sectors, Future-Ready Wealth

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Sector-Wide Exposure

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Opportunity-Driven Themes

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Balanced & Focused

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Phillip Capital's
Investment Philosophy 

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Incisive Research
  • Focus more on scuttlebutt approach
  • Avoid the noise on macro
  • Work within circle of competence
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Simple Investment Style
  • Quality over everything else
  • Growth the necessary factor for alpha generation
  • Avoid value traps
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Investment is not complex
  • Long-term Investment approach
  • Hold winners for long, sell losers immediately
  • Follow strict investment discipline

About Billion Opportunities Fund

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Domicile: GIFT City, India

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Type: Open-ended

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Min Investment: $150,000

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Top Ups: In multiple of USD $10,000

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Investor Type: Foreign Nationals & NRI's

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Benchmark: S&P BSE 500

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Risk Management Framework

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<10%
  • holding in any individual stock
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35
  • maximum no. of companies in the portfolio
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$25M
  • minimum market cap requirement for stock selection
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35%
  • is the maximum allocation to any single sector

Meet the Fund Manager

fund manager - nitish shah

Invest in Just
3 Simple Steps

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Fill the interest form

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Our team will contact you

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Onboard & invest

Connect with Experts

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Frequently Asked Questions

What Is GIFT City?

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Gujarat International Financial Tec-City (Gift City) is a planned business district in Gujarat (India) that is envisaged to become India's first integrated smart city for all things finance and technology.
Though within the boundaries of India, it's an offshore jurisdiction as it is carved out as an Special Economic Zone (SEZ).
Think of Gift City as another global financial hub like DIFC (Dubai), Mauritius, Singapore, and Bermuda. GIFT City offers competitive tax incentives, modern infrastructure, cost-effectiveness, a business-friendly environment, and streamlined regulatory framework - making it a rapidly emerging competitor to these well-established centres.

What is the Structure of Phillip India Billion Opportunities Fund (PIBOF)?

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Phillip Ventures IFSC Private Limited acts as the Fund Management Enity to Phillip India Billion Opportunities Fund. It's a Category III Alternative Investment Fund (AIF).

What is the Investment Objective of the Fund?

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To generate superior returns over medium to long term by investing in cherry picked public listed Indian stocks across Large, Mid & Small capitalization companies. The emphasis is to invest in a diversified portfolio of companies having good corporate governance, sustainable growth prospects, in emerging sectors & in turn around stories.

Who can Invest In Phillip India Billion Opportunities Fund?

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• A non-resident Indian (NRI)
• A person resident outside India (Foreign National)
• Foreign: Companies, Institutional Investors, Family Offices, Financial Institutions etc.

The above category of investors can be from all countries approved by FATF, countries under grey list will be subjected to additional due diligence.

Who can't Invest ?

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• Resident Indians & Resident Non-Individuals
• FATF Blacklisted Countries (Iran, North Korea, Myanmar etc and may vary from time to time)

Why should NRI'S look to Invest in India through Phillip GIFT CITY AIF?

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• No need for PAN Card and OCI Card
• No need to open a Bank & PIS account
• Simple & Hassle free onboarding process
• Reporting in USD so performance tracking is better
• Taxation is at fund level and not at individual level
• Easy entry and exit

Is it an Open Ended or Close Ended Fund?

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Phillip India Billion Opportunities Fund is an open-ended Fund without any lock in, you can enter and exit anytime.

Are Joint Holders Allowed for Investment?

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Yes, maximum up to 2 holders are allowed. The funds need to come from the first holder's bank account.

What is the Impact of Currency Depreciation?

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The fund will also be subject to INR depreciation, as the underlying investments will be in INR into listed Indian stocks, on an average in long-term the Indian currency has deperecisted by 3-4% against the dollar. The objective of the fund is to invest in high growth companies for long-term, so even with the historic currency depereciation, the returns of an NRI & Foreign nationlas will be greater than the other developed market returns.

What are the Subscription/Dealing Dates?

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1The fund is available for subscription on fortnightly basis. The money needs to come atleast 7 days
before the dealing day i.e:
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• If the intention is to start from 1st of the month, then the funds need to come by 23rd of the
previous month.
• If the intention is to start from 15th of the month, then the funds need to be received by 8th of
the month.
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Important note: Once the funds have been transferred via SWIFT, then it will take upto 3 days to
reflect in our bank account .

What is the Redemption Process?

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In case of Redemption request, the scanned copies of the redemption request have to be emailed to pibof@phillipventuresifsc.com. Redemption request is being processed on a monthly basis, we will verify the redemption request and confirm to the investor on the dealing day. Post the confirmation
of dealing day, the investor shall receive credit of the redemption proceeds within T + 15 days after the dealing day. The investor has to mandatorily send the physical copy of the redemption request once the administrator has confirmed the same.

What is the Reporting Frequency & What Reports will be Shared?

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• Monthly NAV Statement
• Quarterly Fund Updates
• Annual Audited Financial Statements
• K-1 statements shall be issued to US investors

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