Dreamladder Investment Advisors Pvt Ltd was founded by Sanjeev B Zarbade in 2021 after his 16 year stint with Kotak Securities to offer investment management services. We obtained a Registered Investment Advisory (RIA) license from SEBI in 2021. Our core offering is non discretionary PMS services and advisory services.

We are a research-focused firm that endeavors to provide long term capital appreciation on a risk-adjusted basis by identifying mispriced companies. We prefer to invest in asset-light companies with a good management track record of efficient capital allocation and those that deliver on their execution plans.

INVESTMENT PHILOSOPHY

OPPORTUNITY

Large Market Opportunity
Market Leadership
Moat in the Business

MANAGEMENT

That "Walks the Talk"
Capability to execute
plans and manage Risks
Good corporate governance
track record

QUALITY OF FINANCE

Minimum RoIC of 15%
Low leverage. Preference
for debt free companies
OCF/EBITDA of over 50%

VALUATION

Prefer high PE/ high ROCE than
low ROCE Margin of safety
Qualitative aspects used to provide premium/discounts