[ˈleɪt(ə)nt] existing but not yet developed or manifest; hidden or concealed
Finding opportunities which are yet to fructify
We’re a SEBI registered Portfolio Management Service (INP000008437) firm offering Direct Equity Investments and Wealth Management products.
About us
Founded by professionals with over three decades of experience in private and public markets, we, Latent Advisors, offer customized, unconflicted investment solutions for institutions, family offices and high-net-worth individuals
What we do
We invest in the Indian Public markets by taking direct equity exposures and/or making selective asset allocation investments to generate wealth for our investors.
We provide personalized portfolios that are tailored to the unique needs of each of our clients
OFFERINGS
Currently we offer three investment schemes.
1
Equity Growth
Equity Growth is designed for investors seeking alpha in their portfolio through direct equity investing focused on mid and small cap companies.
The companies are owned with a horizon of 3-5 years with a mix of value and growth investing style. The portfolio construction is focused on taking concentrated bets but yet diversifying through mix of businesses covering forex, interest rate, exports, sectors
2
Multi Asset
Multi Asset is designed for investors seeking long-term wealth creation through a disciplined and diversified approach.
The portfolio is actively managed across multiple asset classes — including mutual funds, InvITs, REITs, bonds, commodities, international funds —enabling us to take dynamic asset allocation calls tailored to market conditions. Our strategy emphasizes optimizing post-tax returns, balancing growth with risk management, and ensuring that investors benefit from a well-rounded, tax-efficient wealth journey.
3
Wealth Trek
Wealth Trek is designed for investors seeking long-term wealth creation through a disciplined and diversified approach.
The portfolio is actively managed across multiple asset classes — including direct equities, mutual funds, InvITs, REITs, and more—enabling us to take dynamic asset allocation calls tailored to market conditions. Our strategy emphasizes optimizing post-tax returns, balancing growth with risk management, and ensuring that investors benefit from a well-rounded, tax-efficient wealth journey.