Overview
Advisory Business and Ownership
Aikya Investment Management Limited (“Aikya”, “we” or the “Firm”) is a United Kingdom
Private Limited Company incorporated in the United Kingdom on November 22nd, 2019, and
acts as the investment manager to a number of private investment vehicles (collectively the
“Funds”). The Firm is jointly owned by Pinnacle Investment Management Limited, USHA
Equity Holdings Limited, 1618 LTD, and Tunstead Investments Limited. The Firm is currently
controlled by Pinnacle Investment Management Limited and Ashish Swarup.
Services Offered
The principal activity of Aikya is to provide discretionary investment management services
including investment advisory services, specializing in emerging market equities investments.
The Firm provides investment advisory services based on specific investment objectives and
strategies. The Fund’s offering documents (as amended and supplemented from time to
time) set forth the investment guidelines and/or the types of investments in which the assets
of the Funds may invest.
Aikya may provide investment management services to separately managed accounts
(“SMAs”) in the future.
Ability to Tailor
Services and Impose Restrictions
The investment objectives and strategy for the Funds are described in the relevant offering
documents. Aikya provides investment advisory services based on the specific investment
objectives and strategies and not individually to investors (the “Investors”). Since the Firm
does not provide tailored advice to Investors, such Investors should consider whether the
investment strategies are in line with their risk tolerance. The Funds may from time to time
enter into side letter agreements or other similar agreements (“Side Letters”) providing
investors with additional and/or different rights and benefits. Directors may also reduce the
minimum subscription amounts in consultations with the Firm, subject to requirements by
applicable laws.
Client Assets
As of October 31st, 2023, Aikya had approximately USD $172,200,000 of regulatory assets
under management on a discretionary basis.
The performance of the Funds will be reported, fees will be calculated, and all subscriptions
and redemptions will be transacted, in US dollars (US$).
Base currency of any potential SMA portfolios can be in currencies other than US dollars.