ithought PMS factsheet – December 2025
December 2025 marked a reflective pause for markets after a year of ups and downs, allowing fundamentally strong portfolios to demonstrate resilience. Our PMS strategies held steady, emphasizing quality businesses and smart asset allocation amid slowing momentum. This blog highlights our offerings, performance as of December 31, 2025, and key factors driving results. We offer 5 different strategies that cater to different investors. What we should highlight here is that, we did nothing fancy, we stuck to the basics, and it paid off. Let’s see how. Click here Performance Highlights What worked well for us? Resilience in volatile markets stemmed from core principles. Debt-free focus (e.g., 77% in Solitaire, 55% in Vrddhi) buffered downturns, while low betas (0.76-0.77 in equities) reduced drawdowns. Multi-asset strategies like Sphere & Nio thrived via dynamic asset allocation, capturing upsides without overexposure. We stayed true to our core philosophies- owning good businesses, thoughtfully diversifying, and let compounding do the heavy lifting, and that definitely worked wonders for us. Stepping into the new year, we urge every investor to make one powerful financial resolution: move from ad-hoc investing to a clear, process-driven journey. It is about construction; building portfolios that can stay invested without constant intervention. That’s what we help you with at ithought. We began our journey in 2026 not chasing what worked last, but staying committed to what works overtime: quality businesses, thoughtful diversification, and the discipline to let compounding do its job. Reach out to the ithought team, schedule a conversation, and let this new year be the year you not only invest, but invest with intent.
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