3P Investment Managers

What 3P Investment Managers does

3P Investment Managers Private Limited is a privately held, Mumbai-based investment management firm founded in September 2022 that manages three open-ended Category III Alternative Investment Funds (AIFs) focused exclusively on listed Indian equities. Its core products are 3P India Equity Fund 1 (launched May 2023, ₹16,228 crore AUM as of 29 May 2026), 3P India Equity Fund 1M (launched March 2024, ₹6,093 crore AUM), and 3P India Equity Fund 2M (launched November 2025, ₹1,099 crore AUM), collectively serving more than 1,500 high-net-worth investor families across India and (select) non-resident geographies. The firm operates a disciplined open-ended structure with no lock-in, zero exit load, and bi-monthly post-tax NAV reporting, and follows a stated '3P' philosophy of Prudence (sustainable, reasonably valued businesses), Patience (low-churn long-term holding), and Performance (returns as the outcome).

Name

3P Investment Managers

Legal name

3P Investment Managers Private Limited

Website

https://3pim.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

3P Investment Managers is a Mumbai-based SEBI-registered Category III AIF manager running three open-ended India equity funds with ~$2.5 billion AUM, serving more than 1,500 high-net-worth investor families via a direct distribution model.

Ownership category

akta.pro rank

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. AIF Fund Management Fees: Manages three Alternative Investment Funds (3P India Equity Fund 1, 1M, and 2M) generating revenue through management fees on Assets Under Management of ₹23,420 crore ($2.5 billion) as of May 29, 2026

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

3P Investment Managers is a SEBI-registered Category III Alternative Investment Fund manager that manages three open-ended funds (3P India Equity Fund 1, 1M, and 2M) focused on listed Indian equities. The funds are designed to deliver long-term capital appreciation by investing in sustainable and reasonably valued businesses, with no lock-in period, zero exit load, and bi-monthly post-tax NAV for transactions. Total AUM across the three funds stood at approximately ₹23,420 crore ($2.5 billion) as of 29 May 2026, serving more than 1,500 investor families.

Product overview

3P Investment Managers is an investment management firm focused on listed equities in India, offering three Category III Alternative Investment Funds: 3P India Equity Fund 1 (launched May 2023 for resident investors), 3P India Equity Fund 1M (launched March 2024 for resident and non-resident investors), and 3P India Equity Fund 2M (launched November 2025 for resident and non-resident investors, excluding restricted jurisdictions). All three funds are open-ended schemes with no lock-in period, zero exit load, and bi-monthly post-tax NAV for transactions. The funds follow a '3P' investment philosophy centered on Prudence (investing in sustainable, reasonably valued businesses), Patience (low churn strategy aligned with long-term horizons), and Performance (outcomes from disciplined investing). Total AUM across all funds was approximately ₹23,420 crore ($2.5 bn) as of 29 May 2026, serving more than 1,500 families.

Differentiator

Problem solved

Functional benefit

Brands

• 3P India Equity Fund 1: Flagship open-ended Category III AIF with AUM of ₹16,228 crore as of 29 May 2026. First allotment date: 04 May 2023. For Resident Investors.
• 3P India Equity Fund 1M
• 3P India Equity Fund 2M

Products and services

• 3P India Equity Fund 1 Category III Alternative Investment Fund (AIF) focused on listed Indian equities, aiming for long-term capital appreciation through a portfolio of sustainable and reasonably valued businesses. Open-ended scheme with no lock-in, zero exit load, and bi-monthly post-tax NAV for transactions. AUM was ₹16,228 crore ($1.7 bn) as of 29 May 2026.
• 3P India Equity Fund 1M Category III Alternative Investment Fund (AIF) focused on listed Indian equities, available to both resident and non-resident investors. Open-ended scheme with no lock-in, zero exit load, and bi-monthly post-tax NAV for transactions. AUM was ₹6,093 crore ($0.6 bn) as of 29 May 2026.
• 3P India Equity Fund 2M Category III Alternative Investment Fund (AIF) focused on listed Indian equities, available to resident and non-resident investors (excluding US, Singapore, and restricted countries). Open-ended scheme with no lock-in, zero exit load, and bi-monthly post-tax NAV for transactions. AUM was ₹1,099 crore ($115 mn) as of 29 May 2026.

Quantifiable outcome

• Nearly 12% earnings CAGR expected over medium-term for Nifty
• +1 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core.

• Deutsche BankcoreOthersDeutsche Bank provides fund accounting and custody services for 3P Investment Managers' funds. This is a critical operational partnership ensuring accurate NAV calculation and secure asset custody.
• Deloitte Haskins & Sells LLPcoreOthersDeloitte Haskins & Sells LLP serves as the statutory auditor of the fund, providing independent financial statement audits and ensuring regulatory compliance.
• Ernst & YoungcoreOthersErnst & Young provides tax consulting services to ensure compliance with Indian tax regulations and optimize tax efficiency for the fund and its investors.
• IC RegFin LegalcoreOthersIC RegFin Legal provides legal consulting services ensuring regulatory compliance and legal documentation for fund operations.
• KFINTECHcoreOthersKFINTECH serves as the Registrar and Transfer Agent, handling investor registrations, transfers, and maintaining investor records.
• Vistra ITCLcoreOthersVistra ITCL serves as the Trustee of the fund, providing independent oversight and ensuring investor protection and compliance with SEBI regulations.

Scale indicators10 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• HDFC Asset Management: India's largest AMC and a broad incumbent across mutual funds and PMS/AIF, competing for institutional and HNW India-equity mandates with a much larger product shelf.
• Kotak Mahindra Asset Management: Large Indian AMC with active equity funds and PMS offerings, providing a broad-incumbent benchmark for distribution scale and product breadth relative to 3P's boutique model.
• ICICI Prudential Asset Management: Top-tier Indian AMC offering active equity funds and PMS/AIF products, representing the large-incumbent competitive set 3P faces in long-term Indian equity investing.
• Motilal Oswal Asset Management: Established Indian AMC with active equity mutual funds and PMS/AIF offerings, including long-term-focused strategies; a broader incumbent competing for the same HNW India-equity mandates.

Direct peers

• Alchemy Capital Management: Mumbai-based AIF manager running long-only India equity portfolios for HNW and family-office investors, with a focus on high-quality businesses — directly comparable in AIF structure and target HNW segment.
• ASK Investment Managers: India-focused portfolio management service and AIF operator serving HNW and family-office clients with equity strategies — a directly comparable boutique in target customer and AIF category.
• Marcellus Investment Managers: India-based boutique AIF manager founded by Saurabh Mukherjea, running 'Compounders' portfolios of high-quality Indian listed equities for HNW clients — directly comparable in product, customer segment, and philosophy to 3P.
• WhiteOak Capital Management: Founder-led (Aashish Somaiyaa) Indian AIF and PMS manager running quality-growth and flexi-cap equity strategies, with overlapping HNW distribution and Indian-equity focus.
• Parag Parikh Financial Advisory Services (PPFAS): Founder-led Indian asset manager (Parag Parikh) known for a value-oriented, long-term equity philosophy, directly comparable to 3P's star-CIO-driven, prudence-and-patience approach in Indian listed equities.

Emerging players

• ValueQuest Investment Advisors: Boutique Indian AIF/PMS manager focused on small- and mid-cap equities for HNW clients, an emerging-player peer with partial overlap in customer and Indian-equity focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/3p-investment-managers

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 3P Investment Managers