SEBI Registered CAT-II AIF focused on investing opportunities in governance led companies with clear growth visiblity at pre-IPO/IPO stage

Joined September 2025
30 Photos and videos
On the road already. Figuring out the next opportunity. :) #Hustle
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Many congratulations to Amarnath ji and all of @Merritronix team for listing today. Hopefully this is the start of a long journey. Thankful to come in as Anchor investors thru our fund. P.s. - Great fun to know of IIT Madras stories and insti name of @rohiitian. ๐Ÿ˜…
Excited to back #Merritronics as an anchor investor in the company's public market debut. While the sector is something which pulled us in, Amarnath ji's passion and vision for this space had us sold. #Day1 #OnwardsAndUpwards ๐Ÿš€๐Ÿš€
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Excited to back #Merritronics as an anchor investor in the company's public market debut. While the sector is something which pulled us in, Amarnath ji's passion and vision for this space had us sold. #Day1 #OnwardsAndUpwards ๐Ÿš€๐Ÿš€
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Results done for FY26 for all our PF companies. Hopefully FY26 is a launchpad for strong FY27 for most of them. Onwards and upwards ๐Ÿš€๐Ÿš€
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Strong set of results by #KVToys with 40% consol revenue growth from 125 cr in FY25 to 175 cr in FY26. Margins protected at 5%. Recently, Calliope Capital Advisors linked with Motilal group, has built a significant position in the company. Onwards and upwards ๐Ÿš€ #Invested
Super excited to be associated with #KVToys as anchor investor while the company goes public As Naval said this morning, the secret to investing is to invest in unstoppable people building inevitable things Time for 'make in India' toys is now Time for KV is now :) Thanks #GYR
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1st result of the season in our portfolio - #LTElevators hits it out of the park. 97% revenue & 90% PAT growth YOY. Just getting started with Ricardo story waiting to unfold in FY27 P.s. - Exciting inorganic news on carpark size as well Let'ssss go! #Day1 #Invested&Biased
LT Elevators - stellar results and now foray into B2C home elevator segment. In-house design Engineering led elevator & multi level car parking business being built from kolkatta for the country. Disclaimer - RMS Growth Fund has invested in the anchor round of the fund raise
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@bansalabhishek5 just did a DCF on LT taking into account current results. Check out here - x.com/i/status/2053782290027โ€ฆ

LT Elevator Discounted Cash Flow Valuation Thesis. While I had done an extensive business review of LT Elevator on IPO, sharing a detailed valuation thesis, post the FY26 Results. Anyone keen to read in depth the thesis can refer to my previous thread shared in the link below. Disclaimer: The estimated fair value is my subjective price, based on certain assumptions & estimates; this is not to be considered as a buy/sell recommendation. This post is purely meant as an educational post; please do your own due diligence before investing. x.com/bansalabhishek5/statusโ€ฆ #LTElevator #LTElevators
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RMS ๐ŸคAfcom QIP
Congrats Afcom team, and Mohit & Gyr team for pulling off a record QIP! Having held the stock from day 1, life's come full circle with @RMSGrowth putting a small cheque by value, but significant to us nonetheless. Fortunate to be part of such an illustrious list @manishlalwani9
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Feels like forever since we started with Hello. 5 months of hardwork. Glad to work with Apsis Aerocom in its journey to public markets. Congrats to promoters and LM! High capabilities. Capable promoters. #Day1 Today
Excited and pumped to back #ApsisAerocom as an anchor investor in its public market debut. Always wanted an allocation in aerospace. Glad it's starting with a company which manufactures flight critical components for defence aviation. :)
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Excited and pumped to back #ApsisAerocom as an anchor investor in its public market debut. Always wanted an allocation in aerospace. Glad it's starting with a company which manufactures flight critical components for defence aviation. :)
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Our partner @rohiitian's view on current quarter results in SME segment. Fundamentals keep improving as we wait for liquidity to come back.
~80 SMEs voluntarily published Q3 nos, here's a look at how they did Overall YoY nos are fantastic - weighted avg Sales were up 67% & PAT up 96%!๐Ÿ”ฅMedian growth was 37% and 57% respectively, so quite broad based QoQ was still strong with 16% and 13% growth respectively 1/n
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Our first anchor investment, #LTElevator going strength from strength as it acquires a 6 cr monthly run rate B2C business. Thread below has details. With all moving items in place, all eyes on execution #Onwards&Upwards #Day1 P.s. - RMS is invested. Not an investment advice!
๐Ÿ—๏ธ LT Elevators x Ricardo Elevators: A Strategic Lift-Off ๐Ÿš€ LT Elevators just acquired Ricardo Elevatorsโ€”and itโ€™s more than just an expansion move. This is about capturing a premium D2C opportunity in Indiaโ€™s booming home elevator market. ๐Ÿ”‘ Why it Matters: โœ… โ‚น289 Cr combined order book (โ‚น244 Cr โ‚น45 Cr from Ricardo) โœ… ~โ‚น6 Cr monthly bookings with 2,000 leads/month โœ… 18 physical experience centres across metros โœ… Strong D2C engine powered by digital discovery (Meta, Insta, Google) โœ… 90% of orders executable in the next 18 months ๐Ÿ”ง Synergies at Play: Ricardo brings premium branding & omnichannel presence LT adds engineering, manufacturing, and pan-India distribution muscle Together: enhanced pricing power, economies of scale, and quality assurance ๐Ÿ”ฉ Capacity scale-up in progress: New integrated facility under construction 5x larger than existing setup Capex go-live by Q4 FY27 ๐ŸŽฏ Goal: 15% market share in Indiaโ€™s home elevator market by 2030 This acquisition is strategically accretive from Day 1 boosting growth, margins, and execution certainty. @manishlalwani9 @RMSGrowth @rohiitian
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Grateful for 2025. The year when it all began. Here's hoping a joyous, peaceful and successful 2026 to all. ๐Ÿฅ‚ Have a good one. Onwards and upwards for the fund. Striving to make meaningful alpha ๐Ÿš€๐Ÿš€๐Ÿš€ @rohiitian @manishlalwani9 @Soumil_IITB
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#KVToys for us is a play on the strong policy tailwinds in the toy industry with ongoing crackdown on non compliant toy imports One such example from DRI website where 6.5 cr worth of non BIS certified toys were seized P.s - RMS growth fund has invested in company as an anchor
As #KVToys goes public today, we are proud to back Karan ji in his vision of substituting chinese import toys & building a brand. We were sold at - 'Good quality at right price with constant variation and aflatoon distribution' is the DNA & key to success of KVToys! #Day1Today
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As #KVToys goes public today, we are proud to back Karan ji in his vision of substituting chinese import toys & building a brand. We were sold at - 'Good quality at right price with constant variation and aflatoon distribution' is the DNA & key to success of KVToys! #Day1Today
Super excited to be associated with #KVToys as anchor investor while the company goes public As Naval said this morning, the secret to investing is to invest in unstoppable people building inevitable things Time for 'make in India' toys is now Time for KV is now :) Thanks #GYR
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Super excited to be associated with #KVToys as anchor investor while the company goes public As Naval said this morning, the secret to investing is to invest in unstoppable people building inevitable things Time for 'make in India' toys is now Time for KV is now :) Thanks #GYR
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When boss says something, we listen... Something cooking! ๐Ÿ˜Ž
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The secret to investing is to invest in unstoppable people building inevitable things.
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#Truecolors moves up the value chain by strategic merger with Inkia Inks to backward integrate ink manufacturing. H1 FY'26 revenue of 10.75 cr so, approximately 20 Cr growth added to topline once merger gets complete and more importantly, makes them OEM grade ink manufacturers
True Colors - stellar results and now distribution agreement with ITACA, Spain. True digital textile manufacturing powerhouse (machines ancillaries) being built from Surat for the country. Disclaimer - RMS Growth fund has invested in the anchor round of the fund raise.
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Always good to get a sense check of markets and our thesis from fellow capital market participants and enthusiasts. Attended the 8th PMS & AIF Summit in Mumbai :)
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Overwhelmed with all the love coming our way for our anchor picks of September. Thankyou. Couldn't have imagined! While we will make mistakes, they would be honest and we hope we keep learning from them. also Beginners luck is real, we guess! :)
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