Understanding Unifi
The mission of Unifi AMC is to create savings instruments that investors can confidently rely on to peacefully and successfully invest for their future.
Why we exist
At Unifi, our journey over the past two decades has been rooted in delivering exceptional value to investors—be it India’s most prolific industrialists, enterprises, artists, or family offices. Along the way, we recognized a significant gap in the mutual fund space: investors often struggle to navigate the ever-changing market landscape, cycling in and out of funds based on fleeting trends or market segments.
We exist to bridge that gap. Our mission is to provide true active management with an all-weather strategy, where clients can rest assured that their portfolio is always aligned with the market segment best poised to perform. We are not here to offer products; we are here to deliver an ongoing service that combines performance with deep client centricity.
At Unifi, every investor is a partner, not just a customer. Our focus on long-term GARP value investing is designed for those saving seriously for their future—individuals who value consistent outperformance and long-term relationships. By keeping our offerings focused, we ensure that our best talent and attention are never diluted. Every Unifi client gets the best of what we have to offer.
What enables Unifi to create quality Mutual Funds?
Our Origin
Specialists in Active Equity & Debt Investing.
Over the past 23 years, Unifi has focused exclusively on one thing- developing highly specialised asset selection & underwriting skills. Outperforming equity and debt benchmarks has grown Unifi into one of India’s leading independent investment managers.
Our Performance Culture
Deep, Bottom-Up Proprietary Research.
Our goal is simple: to beat the market. At its core, Unifi is nothing more than a team of analysts obsessed with beating the market. Every point of Unifi’s return is hard fought and won by our investment team every day. Investing is a highly competitive sport, and like any professional athlete, we play to win.
Our Owners
100% Employee-Owned.
Being employee-owned allows us to prioritize long-term client relationships over short-term shareholder profits. Crucially, this enables us to put performance before profits by:
- Limiting the size of our funds to align with available market opportunities.
- Limiting the number of our funds to focus on performance.
An independent stand-alone AMC
Without a national brand or corporate parent, the performance of our funds and the trust of our clients are the only factors that sustain us.
Our Funds
Focused Vision, Limited Funds
Having few funds brings:
- Focus: A few select fund ensures singular focus- maximising performance. Multiple funds with multiple goals create distractions.
- Loyalty: We concentrate all our best investment ideas into our single fund instead of having to spread them across multiple funds.
- Simplicity: A Unifi client doesn’t have to figure out which of our funds is the ‘good one’.
- Accountability: By rejecting the “spray and pray” approach, we have nowhere to hide. We cannot hide underperformance by closing underperforming funds and launching new funds.
Our Fiduciary Duty
Client Relations Fortify Client Returns
Understanding the fund’s strategy, performance and holdings, helps clients invest with confidence and invest long-term. Investment success is then more likely to follow.
Our Client Profile
Partnering with Like-Minded Investors
Successful retirement investing results from a combination of the AMC’s in-depth research and the client’s emotional stability across market cycles. It is a true partnership.
We advise clients to only invest with us the savings they are comfortable leaving untouched for several years.
Unifi’s History
Our history reflects the belief that strong investment performance comes from combining insightful ideas with exceptional talent.
Unifi’s History
Our history reflects the belief that strong investment performance comes from combining insightful ideas with exceptional talent.
2001
Unifi was established in 2001 as a competitive and performance-oriented asset manager, using innovative investment strategies to achieve superior risk-adjusted returns.
2002
Achieved SEBI registration, formalizing our operations.
2006
Expanded to Bangalore, taking our first step toward a broader regional footprint.
2008
Launched our financial subsidiary as an NBFC, diversifying our capabilities.
2011
Established Unifi Foundation, reflecting our dedication to social responsibility.
2012
Entered Mumbai, strengthening our presence in the country’s financial capital.
2016
Launched our financial subsidiary as an NBFC, diversifying our capabilities.
2022
Forayed into Kolkata, completing our presence across key markets in India.
2022
Launched Unifi Investment Management, that caters specifically to the requirements of international investors investing in India.
2024
Received our mutual fund license, marking a significant milestone in our growth story.
Our People
Get to know the dedicated team behind Unifi Mutual Fund, committed to delivering bottom-up investment strategies and building lasting relationships with our investors.
Work at Unifi
Strong investment performance comes not just from constantly being on the lookout for great businesses, it comes from constantly being on the lookout for great investment talent.
Unifi Foundation
Supporting causes across health, education, job opportunities, arts, sports and the environment. We use our experience and privilege to help build a secure future for one and all.