Overview
Unique Strategy
Mission
Vision
Target Audience
Mantras
Our Core Values
Overview
Overview
Volvin Ltd. is an asset management company pioneering India’s 1st CAT3 Alternative Investment Fund focused on unique strategy of covered call writing. The concept is similar to earning monthly “Equity Rentals”.
The concept if similar to investing in property and renting it out to earn monthly rentals. The property or the asset price may move up or down, but it earns a steady stream of monthly returns. Only in this case, the asset is Equity!
Volvin Ltd and its team have been able to successfully launch this very conservative equity product successfully for the Indian investors.
Volvin strives to identify critical gaps in list of financial products by deeply understanding the needs of different investors and working to develop innovative and unique products.
We are hopeful of launching products in the future, each of which will be a unique offering.
Unique Fund Strategy
Unique Fund Strategy
In the world of Equity, a scenario of flat returns from a stagnant stock market is a nightmare for investors. However, it's exactly in this very scenario that the Covered Call strategy performs most beautifully, where it harnesses the latent power of a stagnant stock market and converts it into great returns and monthly alpha!
Blackrock, on the very cover page of its Blackrock Energy Resources Trust Fund, defined this strategy as
"Making More by Losing Less". This strategy is fairly popular in the US, with fund sizes of $398 Million. However, most funds are writing call options on the Indices, and very few funds across the globe specialise in covered call writing on stocks.
To explain it simply, the Covered Call strategy is similar to buying equity mutual funds and receiving monthly returns on it. It involves selling call options on owned securities and generating monthly income through its premiums.
The strategy has shown consistent success in providing investors with alpha by capturing both the premium income and potential stock appreciation. Over time, we expect this strategy to become a popular choice for investors seeking regular income and enhanced returns. We strongly believe the success of this strategy will create a radical change in the industry of investing community paving a way for third category between Debt & Equity.
Though this strategy sounds rather simple in theory, it certainly is quite complex to implement.
At Volvin, we studied the Covered Call strategy and its potential for success very closely, which made us truly believed in the power of this strategy - unfortunately, we did not have the requisite real data to substantiate the same.. until now.
Our Mission
Our Mission
To create a hardworking focused team with a strong culture of learning & fun, innovation, respect, growth orientation while maintaining the work life balance.
- To educate each class of non-investing population the benefits of savings and investments
- To create 100 million new folios in Mutual Funds industry by 2030.
One of the key point in the mission statement of the company is to educate the benefits of savings and investments to the large non-investing population viz
- Homemakers or working women
- Young adults and teens
- Working couples planning retirement
- and in the very long run, last but not the least,
- The daily wager, who needs savings and returns the most
Our Vision
- ✓To create an AIF that is respected & rated as the top most in its category in terms of service & performance.
- ✓To be respected as the most professional & ethical company that maintains high standards of governance and transparency.
- ✓To be amongst the top 5 Fund Houses in the country by 2034.
Target Audience
Target Audience
Volvin offers a diverse range of investors interested in constructing a mutual fund-like portfolio while generating consistent monthly returns through sophisticated derivative strategies. Our core focus is on high-net-worth individuals (HNIs), ultra-HNIs, corporates, and family offices seeking attractive returns from Category 3 AIFs.
We specifically cater to:
- ✓Equity Investors: Those with portfolios exceeding 5-10 crores, looking for robust growth.
- ✓Debt Investors: Inliiduals with a minimum investment horizon of 5-10 years, seeking stability and predictable returns.
- ✓Insurance Investors: Long-term investors with commitments ranging from 10-20 years.
- ✓AIF Investors: Savvy participants in long-only and long-short AIFs who have an understanding of the associated risks.
Mantras at Volvin
We have structured our company around three guiding mantras that encapsulate our approach to the dynamic world of finance:
Winning through VolatilityAt the fund level, we delve deep into the intricacies of the stock market, embracing volatility as an opportunity rather than a risk. Also Equity as an investment is classified as high risk compared to fixed investments. We believe that if we understand our fears and basics of investing, equity can actually create the most wealth in the long run.
Learn and Grow We believe in the relentless pursuit of knowledge. Continuous learning is deep rooted in us, as we understand that that both personal and professional growth are paramount. Our goal is to contribute to both investing as well as non investing class to help them learn and grow.
Let’s Make Life BetterCreating wealth with money as the end goal is not what we aim at. We believe that wealth creation is a journey, a means to achieve a better life. We must value other aspects in life and wealth created must help us have more time to appreciate the finer things in life.
Our Core Values
Our Core Values
Volvin Ltd believes in strong core values of hard work and smart work along with maintaining a culture of learning and fun. Innovation & creativity ranks very high in the list.
Focused Team : Team Oriented individuals focus on the team and its goals, putting theire effort towards the team instead oof themselves.
Think Big : To think about doing that involves a lot of people, money, effort etc.
Hardworking : Working with effort and energy.
Customer First : “Customer first” is a business philosophy that prioritizes the needs, preferences, and satisfaction of customers over all else.
Target Oriented : Focus on achieving specific goals or targets.
Respect : A feeling of deep admiration for someone or something elicited by their abilities, qualities, or achievements.
Growth Oriented : is a mindset that prioritizes progress and is willingness to learn, adapt & evolve in personal and professional endeavours.
Determined : Having firmly decided to do something or to succeed, even if it is difficult.
Work Life Balance : Work Life Balance is to focus on all the core values today, and achieve equilibrium in one’s professional commitments and personal life by managing time and energy effectively, ensuring fulfilment and well-being in both spheres tomorrow.
Dream Big : Work Life Having big goals and aspirations, and believing in your ability to achieve them.
Trust : To believe that someone is good and honest and will not harm you, or that something is safe and reliable.
Extremely Hungry : To believe that someone is good and honest and will not harm you, or that something is safe and reliable.
Gratitude : The feeling of being grateful or of wanting to give your thanks to somebody.