About Us
INTRODUCTION
BugleRock Capital Private Limited (formerly known as o3 Securities Private Limited) is a SEBI-registered Portfolio Manager (SEBI Registration No.: INP000005430) and provides professional, customized portfolio management services to investors.
Portfolio Management Services (PMS) is designed to streamline and manage investments through a structured and personalized approach aligned to each client’s financial objectives, risk profile, and long-term wealth creation strategy. BugleRock Capital is committed to delivering disciplined, research-led, and client-centric investment management solutions.
Our team comprises seasoned investment professionals with extensive experience across equity, debt, fixed income, and multi-asset investment strategies. We focus on generating sustainable long-term value while adopting robust risk management practices and maintaining a prudent approach to portfolio construction.
Our investment philosophy emphasizes investing in high-quality Indian businesses that exhibit strong corporate governance, sound capital allocation, and resilient, sustainable business models. We combine rigorous fundamental research, a long-term orientation, and a well-defined investment process to ensure that client interests remain central to every investment decision.
BugleRock Capital is committed to conducting its activities with the highest standards of integrity, regulatory compliance, and fiduciary responsibility, and to maintaining transparency and accountability in all client engagements.
Why Buglerock PMS
Choosing the right Portfolio Manager is a decision that shapes the future of your wealth. At Buglerock Capital, we stand apart because of our unwavering focus on trust, transparency, and disciplined wealth creation.
1. Strong Governance Focus
We invest only in Indian companies with proven track records of clean governance and ethical business practices, ensuring your wealth grows with businesses that inspire long-term confidence.
2. Disciplined & Research-Driven Approach
Our investment process is backed by in-depth research and a structured capital allocation framework. This helps us identify opportunities that deliver sustainable returns while carefully managing risks.
3. Focus on risk adjusted returns
We strive not just to generate healthy performance, but to do so by reducing volatility and minimizing risks when compared to broad equity market investments.
4. Alignment of Interests
At Buglerock Capital, your interests come first. Our philosophy ensures complete alignment between our success and that of our clients.
5. Regulated & Trusted
We are registered with the Securities and Exchange Board of India (SEBI) as a Portfolio Manager (Registration No. INP000005430), and we operate within a robust compliance and governance framework.
Our Investment Philosophy
We believe investing is not about timing the market, but about time in the market. Our philosophy is built on patience, discipline, and trust.
Investing in Stories, Not Just Stocks
We look beyond numbers to identify businesses with vision, leadership, and resilience — companies that can create lasting value over time.
Quality is Our Compass
We invest in fewer, but stronger businesses with solid governance, strong balance sheets, and enduring competitive advantages.
Balancing Growth with Safety
Portfolios are designed to capture opportunities while managing risks through diversification, liquidity, and disciplined allocation.
The Power of Patience
Like trees that grow over seasons, investments need time to flourish. We stay invested through cycles to unlock long-term potential.
Trust, Transparency & Integrity
As a SEBI-registered Portfolio Manager, we follow the highest standards of compliance, ethics, and transparency in everything we do.
At BugleRock Capital, we keep it simple: Choose quality, stay patient, manage risks, and let compounding do its work.
