Process Oriented, Performance Driven.
Building Legacies for India’s Top 1%
Founded by Sanjay Sinha and co-promoted by M.Damodaran, delivering research driven, disciplined portfolio management.
SEBI Registered PMS
30+ Years Founder's Experience
Research Driven Process
"Wealth is not built on predictions. It is built on process."
Citrus Advisors was founded in 2012 by Sanjay Sinha, whose three decades at UTI, SBI Mutual Fund, and L&T Mutual Fund shaped one belief,that performance follows process, never the other way around. Co-promoted by M. Damodaran, former Chairman of SEBI and India's foremost voice on corporate governance, the firm rests on three Cs: the Credibility of governance-first leadership, the Capability of 100+ years of cumulative experience, and Consistency demonstrated across three decades of market cycles.
Our Investment Philosophy
Disciplined Research. Long-Term Value
We follow a disciplined, research-driven approach that combines top-down macroeconomic analysis with bottom-up stock selection. Our focus is on identifying quality businesses with capable management, sustainable growth drivers, and reasonable valuations within sectors we believe are well-positioned over a 1 to 3 year horizon. We aim to build portfolios that emphasize quality, adaptability, and long-term value creation.
TOP-Down + Bottum-UP
Valuation Discipline
Bias-Free Selection
Quality First
The Citrus Edge
Credibility
Backed by decades of industry leadership and institutional expertise, with strong credibility across financial markets and governance.
Capability
A highly experienced team with 100+ years of cumulative expertise, backed by proven leadership and industry recognition..
Consistency
A proven track record across multiple market cycles, built on disciplined processes and long-term investment experience.
HOW WE INVEST
Our Investment Process
Every portfolio holding earns its place through a rigorous, multi-stage
research funnel not intuition, not momentum.
2000+
Traded Stocks Tracked
Broad market research across all listed stocks and sectors
1000
Watchlist
Filtered by fundamental quality, sector strength and growth outlook
300
Shortlist
High-conviction ideas under continuous monitoring and review
60-65
Investable Universe
Concentrated, bias-free positions built for the long term
What Makes Us Different
Sizeable capital brings significant noise. Investors today face a fragmented advisory landscape, clouded with conflicting advice, opaque fee structures, and the constant pressure of market volatility.
Seasoned leadership helps us bridge this gap of uncertainty. By cohesively acting as proverbial custodians, they carefully handpick suitable strategies to best match each client’s needs.
01.
Bias-Free Selection
Every investment competes continuously for capital.There are no Legacy positions, no-relationship driven allocation. Capital follows conviction, always.
02.
Broad Market Coverage
Our research spans 2,000+ across multiple sectors, giving us the breadth to find the best opportunities before they become consensus plays.
03.
Research-Led Stock Selection
Every portfolio holding is selected through rigorous fundamental research, valuation discipline, and continuous monitoring.
LET'S CONNECT
Let's Put Your Capital to Work
Whether you're looking for PMS, strategic asset allocation, or long-term wealth creation our team is here to help with honest counsel and institutional rigour.
Let's Discuss Your Capital Strategy
No pitch, just a direct conversation about your portfolio’s potential.
- +91 9820524028
- support@citrusadvisors.com