SEBI-Registered · CAT III AIF

Precision. Performance. Growth.

An India-centric, pure large-cap focused, long-only fund. We turn deep market insight and disciplined risk management into resilient portfolios — powered by our proprietary StaG Framework.

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100%Large-Cap Focused

15–20Stock Portfolio

Long-OnlyInvestment Strategy

CAT IIISEBI-Registered AIF

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About Us

An India-focused, large-cap investment solution

Senora Asset Management — operating through the Senora AIF StaG Trust — is a SEBI-registered fund specializing in large-cap equity. We pair rigorous fundamental research with a patient, long-term horizon to build portfolios that endure.

Founder & Investment Manager

Mridul Jalan

Mridul Jalan is the visionary behind Senora Asset Management. With a deep passion for equity markets and a relentless focus on risk management, Mridul has built a reputation for consistently delivering superior returns. His investment philosophy centers on long-term growth, concentrated equity portfolios, and a disciplined approach to portfolio management. Having witnessed firsthand the market's volatile nature, Mridul's focus on risk mitigation ensures that clients' investments are well-protected during market fluctuations. As the leader of fund management and research, he continues to guide the company's investment strategy, ensuring it evolves with market conditions while staying true to its core principles.

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Mission

To create enduring wealth for our clients by identifying transformative opportunities before they become mainstream.

Our mission extends beyond delivering investment returns. We strive to generate long-term value by anticipating emerging market trends, investing in high-quality businesses with strong fundamentals, and managing risks with discipline and foresight. Through a rigorous, research-driven investment approach, we help our clients navigate evolving market dynamics and build sustainable wealth while consistently seeking superior risk-adjusted returns over the long term.

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Vision

To redefine large-cap investing by seamlessly blending stability, growth, and innovation.

At Senora, we believe large-cap investments are more than a foundation for capital preservation—they are powerful engines of long-term wealth creation. Our vision is to transform the way investors perceive large-cap opportunities by combining the resilience of established market leaders with the growth potential of tomorrow's innovators. Through differentiated insights, disciplined execution, and a forward-looking investment philosophy, we aim to deliver sustainable wealth creation while helping our clients navigate an ever-evolving market landscape with confidence.

Quality

We own best-in-class large-cap businesses with durable competitive advantages.

Risk Management

Capital preservation first — every position is sized and stress-tested with discipline.

Long-Term Growth

We stay invested through cycles to let compounding do the heavy lifting.

The StaG Framework

What is StaG?

StaG is our proprietary, transformative, analysis-driven framework for large-cap investing — designed to deliver consistent outperformance with balanced risk. It is built on earnings-based analysis rather than price, enabling us to identify opportunities ahead of market consensus across four allocation pillars.

65%

Structural

Core anchors

8–10 large-cap stocks with strong balance sheets, market leadership, and consistent earnings growth — the long-term core of the portfolio.

15%

Medium-Term

Emerging dominance

3–5 growth-oriented companies with emerging dominance or upcoming earnings breakthroughs.

10%

Contra

Ahead of sentiment

2–3 undervalued contrarian positions where deep research finds opportunity before the market does.

10%

Momentum

Tactical growth

0–3 short-term, high-growth tactical selections driven by market dynamics and emerging trends.

15–20 focused holdings Pricing power & strong operating cash flows Sustainable business models Avoids pharma & commodity sectors

Talk to Us About StaG

In Their Words

"Crystal-clear ideas and clarity of thought — a rare combination of conviction and discipline brought to large-cap investing."

Mr. Deepak ChabriaAxiom Financials

"The individual investor should act consistently as an investor and not as a speculator." — Benjamin Graham

Invest with confidence.

Partner with a research-driven, risk-managed fund built for the long term.

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