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Interra
30 October, 2021
by Khushi Shah
Funds managed Fund name Asset Class License Commercial & Opportunistic Residential Real Estate Fund Real estate SEBI CAT 2 About INTERAA is a boutique investment banking group with bespoke products and services, based in Mumbai and with a presence in Singapore. They have a robust network of HNIs, family offices, angel investors, VCs, PEs and
- Published in Dossiers on RE-Infra
Mauryan Capital
30 October, 2021
by Khushi Shah
Funds managed Fund Name Asset Class Licence Mauryan First – AIF About Mauryan Capital is the investment manager of Mauryan First, a SEBI registered Alternative Investment Fund (Category III). Mauryan invests in two types of opportunities: (i) Special situations, where companies are going through a corporate event and there is a dislocation between price and
- Published in Dossiers on HF-LongOnly
WhiteSpace Alpha
30 October, 2021
by Khushi Shah
Funds managed Fund Name Asset Class Licence WhiteSpace Alpha Fund Equity – Long only AIF About Vision – To be a premier global destination for investors who wish to beat the market on a consistent basis. Mission – Their purpose is to give their investors an additional return on their investment by harnessing the power
- Published in Dossiers on HF-LongOnly
India Nivesh
23 October, 2021
by Khushi Shah
Funds managed Fund name Asset class – category License India Nivesh Growth & Special Situations Fund PE SEBI AIF Cat 2 India Nivesh Renaissance Fund PE SEBI AIF Cat 2 India Nivesh Growth & Special Situations Fund IndiaNivesh Growth & Special Situations Fund is a Rs. 150 crore private equity fund aimed at creating high
- Published in Dossiers on PE-VC
Varanium Capital Advisors (PMS)
05 May, 2021
by Khushi Shah
About Varanium Capital is a Boutique Investment Advisory firm that offers asset management products to clients in India and outside India across asset classes- debt, listed equity, private equity and venture capital. Varanium Capital Advisors Private Limited (VCAPL) is a SEBI licensed Portfolio Manager. VCAPL endeavours to provide Investment solutions and advisory to HNIs and
- Published in Dossiers on PMS AMC
True Beacon
05 May, 2021
by Khushi Shah
About Building on co-founder Nikhil Kamath’s capital market expertise and track record (building the largest stockbroking platform Zerodha), True Beacon was established in early 2019 to change the way UHNI and HNI build wealth. The company is built on client alignment through a zero-standing-fee model, a conservative investment approach, together with liquidity and techenabled
- Published in Dossiers on HF-LongOnly
Tata Asset Management (PMS)
04 May, 2021
by Khushi Shah
About Tata Portfolio Management Services (Tata PMS) is managed by Tata Asset Management Limited (TAML). It was established on 15th March 1994. They have a presence in more than 80 locations across India. It is the only portfolio management company in the country that follows the excellent business model of the USA i.e Malcom Baldrige
- Published in Dossiers on PMS AMC
Valcreate Investment Managers
03 May, 2021
by Khushi Shah
About Valcreate Investment Managers is a SEBI registered Portfolio Management Service. They are a research-focused organization. Since inception, all their portfolios are beating relevant benchmarks by a wide margin. SEBI Registration No. INP000005980 They are a highly disciplined research engine, and they buy stocks based on a strong understanding of the underlying businesses. Further, they
- Published in Dossiers on PMS AMC
Upside AI
03 May, 2021
by Khushi Shah
About Wyridian has been registered with SEBI as a portfolio manager on February 27, 2018, bearing registration number INP000005953 to offer investment management, portfolio management, and advisory services to High Networth Individuals (HNIs), institutional clients, corporates and other permissible class of Investors. The Portfolio Manager conducts its business under the brand name of ‘Upside AI’.
- Published in Dossiers on PMS AMC
Tamohara Investment Managers
03 May, 2021
by Khushi Shah
About Tamohara Investment Managers is a SEBI registered portfolio management company (INP000004763) incorporated on 26th September, 2014. The investments are generally based in benchmark and cap agnostic equity and multi asset portfolios, providing fund management and advisory services. Tamohara’s investments are backed by heavy research which helps them in identifying good businesses that will give
- Published in Dossiers on PMS AMC
Stallion Asset
03 May, 2021
by Khushi Shah
About Stallion Asset is a SEBI Registered (INP000006129) Portfolio Management Services following growth investing as its core philosophy. They started as a research analysis company and have become a portfolio management company due to consistent performance on their research analysis services which helped their clients to successfully & consistently beat the market. They are specialists
- Published in Dossiers on PMS AMC
Spark Fund Managers
03 May, 2021
by Khushi Shah
About Spark Fund Managers is the Equity Asset Management (EAM) arm of Spark Capital (Spark). It is SEBI registered portfolio management company(INP000006235). It was registered on 14th November 2018. It has mainly two offerings under its Portfolio Management Services, i.e. India@75 Flexicap Strategy and Core and Satellite Strategy. Both of them mainly deal in listed
- Published in Dossiers on PMS AMC
Sharekhan
03 May, 2021
by Khushi Shah
About Sharekhan Limited is a Public incorporated on 20 April 1995. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 900,000,000 and its paid up capital is Rs. 587,461,760. It is inolved in EXTRA TERRITORIAL ORGANIZATIONS AND BODIES. Sharekhan Limited’s Annual General Meeting (AGM)
- Published in Dossiers on PMS AMC
SageOne Investment Managers (PMS)
03 May, 2021
by Khushi Shah
About In 2012, SageOne Investment Managers LLP (Previously known as SageOne Investment Advisors LLP) was co-founded by Mr. Samit Vartak, with a motivation to share his skills of identifying great businesses with investors at large. They offer investment management services through Portfolio Management Services (PMS) and Category III Alternative Investment Fund (AIF) structures. Sage meaning
- Published in Dossiers on PMS AMC
ProAlpha Capital (PMS)
03 May, 2021
by Khushi Shah
About ProAlpha Capital was formed in 2016 to implement fundamental, quantitative and systematic trading strategies that its team had been developing since 2008 and managing since 2011. It focuses on both technical and fundamental quantitative strategies aimed at the Indian market. It is the only F&O manager regulated by US regulators. It is a pioneer
- Published in Dossiers on PMS AMC
Pelican PMS
03 May, 2021
by Khushi Shah
About Pelican Holdings Private Limited was established in the year 2003 as part of the multi-faceted Pelican Group which has interests across Capital markets and Corporate advisory. For nearly two decades the Pelican Group and its Partners have served as advisors to clients investing across various asset classes. Pelican has served the needs of both
- Published in Dossiers on PMS AMC
NJ Asset Management
03 May, 2021
by Khushi Shah
Funds managed Fund Name Asset Class License Multicap Portfolio Equity PMS Bluechip Portfolio Equity PMS Freedom ETF Portfolio Equity ETF PMS Dynamic Stock Allocation Portfolio- Aggressive Equity/Debt PMS Dynamic Stock Allocation Portfolio- Conservative Equity/Debt PMS Dynamic ETF Allocation Portfolio- Aggressive Equity/Debt PMS Dynamic ETF Allocation Portfolio- Conservative Equity/Debt PMS About NJ Asset Management Private Limited
- Published in Dossiers on PMS AMC
NAFA Asset Managers
03 May, 2021
by Khushi Shah
About NAFA Capital Advisors, the parent company of NAFA Asset Managers, is an India-focused, integrated financial services platform with activities in investment management and corporate advisory. NAFA Capital Advisors specialises in providing a variety of financial services, advisory services and asset management services across a broad array of asset classes under a single umbrella. It
- Published in Dossiers on PMS AMC
Master Portfolio Services
03 May, 2021
by Khushi Shah
About Master Portfolio Services Limited (MPSL) is a public limited company incorporated under the Companies Act, 1956 to do business of portfolio management services. It has been registered with Securities and Exchange Board of India (SEBI) as a Portfolio Manager since February 2003, with registration Number INP000001637 under the SEBI (Portfolio Managers) Regulations 2020. Our
- Published in Dossiers on PMS AMC
Karma Capital Advisors
03 May, 2021
by Khushi Shah
About Karma Capital Advisors Pvt Ltd. (KCA) is a Mumbai based independent investment management organization founded in 2005. KCA is domiciled in India as a private limited company. The firm has value driven investment philosophy with a medium to long term time horizon. KCA is a SEBI (Securities and Exchange Board of India) registered and
- Published in Dossiers on PMS AMC
Jainam Share Consultant
03 May, 2021
by Khushi Shah
About Jainam is a one stop destination for all the financial services under the sun. From equity trading to commodity trading, from research and analysis to wealth management advisory, from E-broking to E-KYC, and customising services for non-resident Indians, Jainam Share Consultants Pvt Ltd masters it all.. Jainam Share Consultants Pvt Ltd offers multiple broking
- Published in Dossiers on PMS AMC
Hem Securities
03 May, 2021
by Khushi Shah
About Hem Securities Limited is a Public incorporated on 14 July 1995. Company draws inspiration from faith and confidence that our clients have in our commitment and performance, this inspiration is what drives each and every one of us at HEM to continuously excel. SEBI registration no. INZOOO168034 Key staff Founder- Hem chand jain,
- Published in Dossiers on PMS AMC
Geojit Financial Services
03 May, 2021
by Khushi Shah
About Geojit Financial Services (wvvw.geojit.com)is one of the leading investment services companies in India, with a strong presence in the Gulf Corporation Council (GCC) countries. In 1997, Launch of Portfolio Management Services with SEBI registration It has 11 lakh clients, a network of 460 offices and has Assets Under Custody and Management worth Rs 47,000
- Published in Dossiers on PMS AMC
Equirus Securities
03 May, 2021
by Khushi Shah
About Equirus Capital was founded in July 2007, with initial focus in M&A and Private Equity advisory. Equirus has built impeccable credential and market standing across domains & has created a niche for itself in its ability to structure and deliver transactions in-line with client’s requirement. With a view to broad base its service
- Published in Dossiers on PMS AMC
Emkay Investment Managers
03 May, 2021
by Khushi Shah
About Emkay Investment Managers Ltd. is a SEBI registered portfolio management and investment advisory company incorporated in 2010. It is the asset management part of Emkay Global Financial Services Ltd. Emkay Portfolio Management Services expertise ranges across the span of the Indian equities market, from blue-chip large cap funds and well performing mid-cap funds to
- Published in Dossiers on PMS AMC
Choice PMS
03 May, 2021
by Khushi Shah
Funds managed Fund name Asset Class License New India Strategy Equity PMS Ideal India Strategy Equity PMS About Choice is a SEBI registered portfolio manager vide registration number INP000005856. Inception of the firm December 26, 2007 Portfolio Management Services is a highly sophisticated service wherein a portfolio manager makes investments in equity, fixed income, debt
- Published in Dossiers on PMS AMC
Centrum PMS
03 May, 2021
by Khushi Shah
About Centrum Broking was founded by Chandir Gidwani in 1994. Later in 2011-12 it became a subsidiary of Centrum Capital. Centrum is a well- respected Financial Services Group, with diversified fee businesses and a rapidly growing lending platform for institutions and individuals. The institutional services include Investment Banking. SME,MSME and Micro Finance loans and an
- Published in Dossiers on PMS AMC
Anand Rathi Advisory (PMS)
03 May, 2021
by Khushi Shah
Funds Managed Asset Class License Impress PMS Multi cap PMS Portfolio Plus Multi cap PMS MNC PMS Thematic PMS About Anand Rathi Advisors Ltd. is a part of Anand Rathi Group (ARG) completing 25 years in the Financial Services Industry. Anand Rathi Global Finance Limited (ARGFL) was incorporated on 3rd February, 1982. They have presence
- Published in Dossiers on PMS AMC
Ambit Capital PMS
03 May, 2021
by Khushi Shah
About Ambit is one of India’s premier providers of financial advice and capital. They are focused on delivering tailor-made financial solutions that are suitable to their clients’ needs. These are based on their deep understanding of the Indian economy and market forces, unmatched research and their client-focused approach. At the core of their solutions lies
- Published in Dossiers on PMS AMC
Aditya Birla PMS
03 May, 2021
by Khushi Shah
About Aditya Birla Capital Limited was founded in 2007. It’s now a listed company. Fund details Management FeesAs per commission modelUpfront Fees1.2% – 2.2% of Asset ValueBrokerage Charges0.01% – 0.06% of Total Transaction ValueCustodian Charges0.25% – 0.45% of Asset ValueDepository Charges0.21% – 0.32% of Asset ValueExit Load – within 12 months1.2% – 2.2% of Withdrawal
- Published in Dossiers on PMS AMC
A.K. Wealth Management
15 April, 2021
by Khushi Shah
About A.K. Wealth Management was incorporated in November 2006. It is a SEBi registered portfolio management company(INP000003674). This company is owned wholly by the A.K. Capital Services Limited. The company provides PMS to investors and specialize in the debt market space. Key staff Aditi Mittal – Aditi is also a Director at AK Group, a
- Published in Dossiers on PMS AMC
White Oak Capital Management
15 April, 2021
by Khushi Shah
About White Oak Capital Management Consultants LLP was incorporated on 06 June 2017 in Mumbai. The company is a registered LLP(LLP-AAJ-6257) that is a portfolio manager(INP000005865), an investment advisor(INA000008659) and investment manager to the SEBI registered category III. White Oak Capital is also the sponsor and investment manager to the registered Category III AIFs. They
- Published in Dossiers on PMS AMC
Valentis Advisors
15 April, 2021
by Khushi Shah
About Valentis Advisors Private Limited was founded by Jyotivardhan Jaipuria in 2015 to offer investment management services. They have a registered PMS license with SEBI. They offer discretionary and non-discretionary PMS services and advisory services. CIN – U74110MH2015PTC269642 SEBI Reg – INP000005125 Key staff Jyotivardhan Jaipuria – Founder – Jyoti has an overall 32 years
- Published in Dossiers on PMS AMC
Turtle Wealth Management
15 April, 2021
by Khushi Shah
About Incorporated on 23 April 2012, Turtle Wealth Management Pvt. Ltd. offers portfolio management services, wealth management and smallcase services to clients. Their clients are HNIs, HUFs, Family Offices, Corporates, NRIs and partnership firms. The company is SEBI registered PMS with their registration number being INP000006758. Key staff Rohan Mehra is CEO and fund manager
- Published in Dossiers on PMS AMC
Trivantage Capital
15 April, 2021
by Khushi Shah
Funds managed Equity funds Fund Name Sector Market Cap focus Benchmark Trivantage Capital Resurgent Financials Equity Portfolio, BFSI Multi- Cap Nifty Bank Trivantage Capital Resurgent Financials Equity – Super Six Portfolio BFSI Multi-Cap Nifty Bank Trivantage Capital Rising Stars Portfolio BFSI Bias towards small and mid cap Nifty Bank Trivantage Capital Diversified Equity Portfolio
- Published in Dossiers on PMS AMC
Moneylife Advisory Services
15 April, 2021
by Khushi Shah
About Moneylife Advisory Services Private Limited is a SEBI-registered portfolio manager (INP000006873) and a SEBI-registered investment advisor (INA000003429). Moneylife was launched in March 2006 by its founders – Sucheta Dalala and Debashish Basu. Key staff Debashis Basu is the founder of Moneylife Advisory and a Chartered Accountant by qualification with three decades of experience as
- Published in Dossiers on PMS AMC
Helios Capital Management
14 April, 2021
by Khushi Shah
Funds managed Fund name Market cap focus License Helio India rising PMS Theme based Multi-Cap Equity PMS About Helios, founded in 2005, currently manages both India focused long/short and long only funds/mandates and a globally focused long only fund. Their parent is
- Published in Dossiers on PMS AMC
Green Portfolio
14 April, 2021
by Khushi Shah
Funds managed Funds Managed Category License Green Portfolio Dividend Yield Fund Multi Cap/ Thematic PMS Green Portfolio Special Fund Multi Cap PMS Green Portfolio MNC Advantage Fund Multi Cap/ Thematic PMS Green Portfolio Index Fund Large Cap PMS About Green Portfolio is a SEBI registered PMS entity incorporated in 2014 by Divam Sharma and Anuj
- Published in Dossiers on PMS AMC
Girik Capital
14 April, 2021
by Khushi Shah
Funds managed Fund name Asset class/ Market cap allocation License Girik Multicap Growth Equity Strategy Multi-Cap Equity PMS Girik Deep Value Strategy Large in equity, Some in Liquid funds for liquidity purpose PMS About Founded in 2009, Girik Capital is a Mumbai based SEBI registered portfolio manager providing discretionary asset management services. PMS Reg. No.
- Published in Dossiers on PMS AMC
Envision Capital
14 April, 2021
by Khushi Shah
About Envision Capital is an investment management institution formed in 2009 by Nilesh Shah and regulated by SEBI offering portfolio management services & portfolio advisory services to select institutions, family offices and private clients. SEBI registered Portfolio Manager (Registration number – INP000003575) Key staff Nilesh Shah – Founder Nilesh is the Founder and Chief Executive
- Published in Dossiers on PMS AMC
Capitalmind Wealth (Wizemarkets Analytics)
14 April, 2021
by Khushi Shah
Funds managed S/N Product name Style/ Factor Sector Licence 1 Fixed Income Govt debt, AA, AAA PMS 2 High Priced (Sticker Shock) Quality Large-cap PMS 3 Long-term Growth Multi-cap PMS 4 Market Fund Passive Large-cap PMS 5 Momentum Momentum Multi-cap PMS About Wizemarkets Analytics Pvt. Ltd is a quantitatively driven portfolio management services firm
- Published in Dossiers on PMS AMC
Bonanza Portfolio
14 April, 2021
by Khushi Shah
Funds managed Fund Name Asset Class License Bonanza- Growth Large Cap fund PMS Bonanza- Value Multi-Cap fund PMS Established in the year 1994, Bonanza has over 1784 outlets spread across 560 cities. Bonanza is affiliated with–NSE, BSE, MSEI, MCX, NCDEX, NMCE, ICEX, CDSL and NSDL. Unified SEBI Regn. No.: INZ000212137 SEBI Regn. No. DP: IN-DP-62-2015
- Published in Dossiers on PMS AMC
Basant Maheshwari Wealth Advisors
14 April, 2021
by Khushi Shah
Funds managed Product name Style/ Factor Sector Licence Equity ? Multi-cap PMS About the AMC Basant Maheshwari Wealth Advisors was established on 30th July 2015 and registered under SEBI. The company offers Portfolio management service and Advisory service to investors. It is a SEBI registered portfolio management company (Sebi Registered Portfolio Managers – INP000004946) It
- Published in Dossiers on PMS AMC
Purnartha Investment Advisers
07 April, 2021
by Khushi Shah
Funds managed Product name Style/ Factor Sector Licence Focused Equity Growth Multi-cap PMS Long-term Equity with Concentrated Portfolio Growth Multi-cap PMS Wealth Approach Growth Multi-cap PMS About the AMC The sanskrit mantra “ Vasudhaiva Kutumbakam ” is promoted by Purnartha Investment Advisors as their guiding philosophy. Translating the phrase as- what is good for me
- Published in Dossiers on PMS AMC
Validus Wealth
17 March, 2021
by Khushi Shah
About Validus Wealth Advisors (India) Private Limited founded by Atul Singh, incorporated on 13 February 2018 as WGC Wealth. LGT, private banking and asset management group owned by the Princely Family of Liechtenstein, acquired a controlling stake in Validus Wealth. Presence across 9 cities in India. Total employees: 175 (2020), Relationship managers/ advisers: 75 (2019, Asian
- Published in Dossiers on wealth firms
Abakkus
23 June, 2020
by Khushi Shah
Funds managed Fund name Asset Class License Abakkus Emerging Opportunities FundAbakkus Growth Fund Equity Hedge Fund SEBI AIF Cat 3 SEBI AIF Cat 3 About the AMC Abakkus Asset Manager LLP is an investment management company which was founded by Sunil Singhania in May 2018. Key staff : Sunil Singhania : Prior to Abakkus, in
- Published in Dossiers on HF-LongOnly
Airavat
23 June, 2020
by Khushi Shah
Funds managed Fund name Asset Class License <Fund name> Hedge fund SEBI AIF Cat 3 <Fund name> Long short equities SEBI AIF Cat 3 About the AMC The firm advises and manages pools of capital from international and Indian investors seeking long-term absolute returns without being tied to a particular benchmark or index. Key staff
- Published in Dossiers on HF-LongOnly
Archer Capital
23 June, 2020
by Khushi Shah
Funds managed Fund name Asset Class License Archer India Growth Fund Equity – Long Only SEBI AIF Cat 3 About the AMC Archer Capital was founded by Parth Patel in April 2018. He is the chief architect and the key driving force behind the strong risk management and research capabilities of the firm. He is
- Published in Dossiers on HF-LongOnly
ASK Investment Managers
23 June, 2020
by Khushi Shah
Funds managed Fund name Asset Class License ASK Equity AIF Hedge fund SEBI AIF Cat 3 Ask Investment Managers have more than 4 portfolios under PMS, each with different strategies. Here’s the link – https://www.askfinancials.com/ask-investment-managers/our-portfolios About the AMC ASK group was started in 1983. Promoted by Mr. Asit Koticha and Mr. Sameer Koticha. Group of
- Published in Dossiers on HF-LongOnly
Athena Investment
23 June, 2020
by Khushi Shah
Funds managed Fund name Asset Class License Athena India Rising Fund Long Only SEBI AIF Cat 3 About the AMC Athena Investment Management Pvt Ltd. was established in 2009 by Nilesh Borana. He started it with an aim of delivering quality services to HNIs, corporates, endowment funds and institutional investors. The company focuses on
- Published in Dossiers on HF-LongOnly
Avendus (Cat3)
23 June, 2020
by Khushi Shah
Funds managed Fund name Asset Class License Avendus Absolute Return Fund Long short in equity and indices SEBI AIF Cat 3 Avendus Enhanced Return Fund Long short (long bias) SEBI AIF Cat 3 Avendus India ESG Fund Long only(ESG) SEBI AIF Cat 3 Avendus Long Short India Equity Long Short(long biased) Offshore fund About the
- Published in Dossiers on HF-LongOnly
Vasisth Capital
23 June, 2020
by Khushi Shah
Funds managed Fund name Asset Class License Vasisth Relative Value Fund Hedge fund SEBI AIF Cat 3 About the AMC Vasisth serves as investment manager to Vasisth Relative Value Fund – a SEBI registered Category 3 Alternative Investment Fund. VRV is an open ended scheme offered by Avyay Trust. Ramesh Callore, Managing Director and Portfolio
- Published in Dossiers on HF-LongOnly
Bay Capital
23 June, 2020
by Khushi Shah
Funds managed Fund name Asset Class License Bay Capital Investment Long only public equities PMS About the AMC Bay Capital Partners is a leading independent, India focused investment manager established in 2006.Founded by Mr. Siddharth Mehta. The Bay Capital India Fund (BCIF) is a culmination of decades of experience of the Bay Capital team in
- Published in Dossiers on HF-LongOnly
Franklin Templeton (AIF Cat3)
23 June, 2020
by Khushi Shah
Funds Managed FUNDS NAME ASSETS CLASS LICENSE Franklin India Long Short Equity AIF Open- ended, Long Short AIF Cat III Franklin K2 Long Short Credit Fund (US) Long Short Franklin K2 Alternatives Strategies Fund (US) Franklin Real Estate Securities Fund (US) https://www.franklintempleton.com/investor/investment-expertise/alternative-funds#tab3 About the AMC Franklin Templeton India was set up in the year 1996
- Published in Dossiers on HF-LongOnly