Dossiers are compilations of publicly available information about Indian asset management companies

IndiaDataHub

Segment – B2B Saas, infra? https://www.indiadatahub.com/ About Founded in 2019, IndiaDataHub is a SaaS platform with data, presented in an affordable and accessible way for businesses, investors, students, and teachers. The legal name of the company is SixtyFour Data Intelligence Pvt. Ltd. According to Traxn, IndiaDataHub is a provider of data analytics and intelligence platform.
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ValuEnable

Segment – Lending B2B; ValuEnable is engaged in solving complex problems for life insurance companies. https://valuenable.in/ About Founded in 2021, the company serves the insurance industry by trying to optimise the value of traditional life insurance policies for the customers as well as for the providers. The firm provides 3 main services – customer retention
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Sensibull

Segment – Wealth B2C segment: Sensibull is an investment management platform for investors in retail. https://sensibull.com/ About The company was founded in August 2017 by 3FD Hassan, Balajee Ramachandran, and Sidharth Reddy in Bangalore, Karnataka. The legal name of Sensibull is Riskilla Technologies Pvt. Ltd. The startup is a third-party options strategy platform that allows
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RIA Insure

https://ria.insure/ Segment – Insurance for B2B; health insurance manufacture About Established in 2019 in New Delhi, RIA.Insure is the online version of an established insurance broker. RIA Insure provides a variety of products and services, including insurance APIs, an AI/intelligence layer, proprietary risk models, a platform for health data, and a platform for low-code automation
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Quicko

Wealth B2C segment; Online platform for tax management and tax filing solutions. https://quicko.com/ About Company founded in 2015 by vishvajit sonagara, company headquarter is at ahmedabad, gujarat. Company provides a  platform to help plan, prepare and file your Income Taxes, GST & TDS returns online. company also have a host of APIs for businesses to
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Kredily

Segment – Infrastructure B2B  segment; Cloud-based platform for HRMS suite. https://kredily.com/ About Company is founded in 2017 at bengaluru, karnataka by IIM graduate Devendra Khandegar, Kredily is a free cloud- based HR & Payroll software in India. Manage employee data, leaves, track attendance & automate payroll. Key Features of Kredily – Attendance management, loan &
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IndiaGold

segment – Wealth B2C Digitizing gold loans and lockers. https://indiagold.co/gold-loan About Company founded in july 2020 by Deepak Abbot and Nitin Misra in gurgaon, haryana. legal name of comapny is flat white capital pvt. ltd., goal of company is to empowering india to meet its credit and investment needs using its favourite asset, gold. Company
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Even Healthcare

Segment – Insurance in B2B2C; health-tech company and healthcare provider that partners directly with the top hospitals in the country. https://even.in/ About Even was founded in 01/09/2020 in Bangalore, India by 3 founders – Alessandro Davide Lalongo, Matilde Giglio, Mayank Banerjee. Even is a healthcare provider that offers managed care plans to its members, with
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Digio

Segment – B2B in Infrastructure segment; Platform offering API- enabled KYC and documentation solutions for banks and enterprises. https://www.digio.in/ About Digio is a fast growing, funded, profitable product startup based in Bangalore founded in 2016 by ex-Flipkart, Twitter folks; Abhinav Parashar and Sanket Nayak, bringing existing paper based processes online. The company is building software
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WintWealth 

Segment – B2C Wealth (Debt) market; Online Bond Platform Provider https://www.wintwealth.com/ About The company was founded in 2020 by these Founders and Directors, who are all mechanical engineering graduates. The company was founded in Nashik, Maharashtra, India, and it now has its headquarters in Bengaluru, Karnataka. The product is an online investment platform with a
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Streak.Tech

Segment – wealth management fintech firm B2C and B2C https://www.streak.tech About Jayalakshmi Manohor and Vipul Divyanshu are both graduate engineers in Electronics and Telecommunications, and Harsha M is a graduate engineer in Computer Science with an MBA in Human resources and Management. These three are the founders of Streak. In August 2017, a Streak.Tech AI

Smallcase

Segment – B2C wealth management fintech company About Smallcase was founded in Bangalore in 2015 and launched in 2016. Vasant Kamath, Anugrah Shrivastava, and Rohan Gupta are all graduates of IIT Kharagpur. Smallcase is a modern investment product that makes it easier for investors to build a low-cost, long-term, and diverse portfolio. A stock basket,
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Ripen

Segment – wealth management; goal management; edtech delivery segment in B2C. https://ripen.in/ About Ripen, founded by Ritvik Varghese, is a financial company, Heet Tike is an economist, and Aviral Jain is a Computer Science  This is a community page that offers solutions in the areas of career, destination, wealth, health and fitness, food, and so on.
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Kambla Solutions 

Segment – wealth management B2C https://www.kambala.co.in/#carousel_f864 About Gururaja Hedge is the founder and director of Kambala Solutions, and Somnath Jogi is a chemical engineer by profession, but he has experience with financial market products. Kambala Solutions was established in August 2017 in Mangaluru, Karnataka, India. Noren Oms is a product of Kambala Solutions, which provides enterprise
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Jupiter

Segment – Neobank and wealth management  About The founder of Jupiter, Jitendra Gupta, is a CA. The business was established in 2019. The company’s main office is in Mumbai, Maharashtra, India, and serves in the B2C space. Jupiter Bank is a neobank that offers all of the banking services provided by conventional banks, including Edge
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Golden PI

Segment – wealth management, debt broker with both B2C and B2B models About GoldenPI is India’s first online fintech startup, allowing retail investors to freely invest in bonds and debt markets. Samir Baran Pratihar, a software engineer and CTO, and Abhijit Roy, an MBA from IIM and software engineer, co-founded the company in 2017 in
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EPIFI (FI. Money)

Segment – Neo bank https://fi.money/ About Sujit Narayanan Kutty, a finance professional, and Sumit Gwalani, a computer science engineer and MBA, co-founded FI. Money. Fi Money, which is based in Bengaluru, was founded in 2019.  Fi Money’s legal name is Epifi Technologies Private Limited. FI.money is a neobank that provides all banking products such as
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Cred

Segment – payment and credit card management software https://cred.club About The company was formed in April of 2018 with headquarters in Bengaluru, Karnataka, India. This is the second startup venture for founder, Kunal Shah. The firm offers a number of products – CRED Application – To manage their rewards and bills, a credit card user application
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Actlogica

Segment – b2b wealth management About Actlogica was founded by a couple team Ameet Ayare and Archana Anoor in Hyderabad in February 2019. The firm has a number of software products – FinFL Enterprise – This wealth management software is used to manage multiple assets, generate graphic performance and profit and loss reports, and manage
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Mprofit Software

Segment – wealth, portfolio management software for retail and HNIs https://fi.money/ About Mprofit Software is a Mumbai-based fintech organization that was established in 2007 by five co-founders listed below. MProfit’s platform is available for individual investors, HNIs, family offices, and wealth management professionals. It has a multi-asset portfolio tracker, can manage portfolio groups, import trade
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Card91

Segment – neo-banking; Card Issuance Platform-as-a-Service company.  About  Founded in Aug 1, 2020 by 3 IIT graduates, Ajay Pandey, Kush Srivastava, Vineet Saxena, Card91 offers plug-and-play payment infrastructure as a service for businesses that want to issue, control, view, and approve payments. It assists businesses and banks in the launch of co-branded cards and the
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AssetPlus

Segment – B2B2C Wealth segment; platform for distributing mutual funds. https://www.assetplus.in/ About Founded in 2016 by two IIT Madras graduates, Awanish Raj and Vishranth Suresh, AssetPlus is a platform helping mutual fund distributors to streamline the processes of investing in mutual funds through multi-portfolio support, unbiased research and digital marketing.  The company has raised a
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Ditto Insurance

Segment – Insurance B2C segment: Ditto offers an online comparison platform for life and health insurance.  https://joinditto.in/ About  Ditto was founded in 2021 in Bengaluru, India, by four founders: Pawan Kumar Rai, Shrehith Karkera, Bhanu Gurram, and Lokesh Gurram. The company is affiliated with two legal entities: Ditto Insurance Broking Services LLP and Tacterial Consulting
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Bajaj Finserv Asset Management (MF)

About Established on June 6, 2023, Bajaj Finserv AMC is a wholly owned subsidiary of Bajaj Finserv Limited. The AMC is expected to launch products across fixed income, equities and hybrid categories. It has filed its first seven schemes, the liquid fund, money market fund, overnight fund, arbitrage fund, large and mid-cap fund, balanced advantage

Dossier Sample

Funds managed Fund name Asset Class License Lighthouse Fund III PE (growth stage) AIF Category 2 India 2020 Fund II PE (growth stage) AIF Category 2 India 2020 Limited(Fund I) PE (growth stage) AIF Category 2 In 2008, we began advising India 2020, Limited (“Fund I”), an India-focused investment vehicle with a corpus of approximately

ASK Investment Managers (AIF)

Funds managed Fund name  Asset class – category License ASK Investment Managers Equities – long only  AIF Category 3IN/AIF3/17-18/0378 About Website address (link) so next analyst can pick up from here Key staff To do later Investment philosophy To do later Media To do later Analyst questions Put down any questions if fund name from

  IIFL PMS                                           

About IIFL Multi Cap PMS started in the year 2014. IIFL PMS or Infoline PMS is one of India’s largest portfolio management services. The AMC ARM provides excellent investment strategies and plans to its clients, ensuring their complete satisfaction. IIFL is one of the country’s largest and most popular portfolio management service portals. A portfolio

Shree Rama Managers

Funds Managed Asset Class License Shree Wealth Builder Plan 80% equity 20%non equity PMS Shree Dynamic Plan 80 to 30% equity PMS Shree Vriddhi Multicap PMS Shree Lakshmi Multicap PMS About Shree Rama Managers LLP is a SEBI registered, Portfolio Management Service company.  Key staff Mohit Beriwala, founder – Mohit is an FRM, CFA &

Buoyant Capital

Funds Managed Asset Class License Buoyant Opportunities Strategy Multicap PMS All weather portfolio Across asset class PMS Liquid strategy Units of mutual funds and etfs PMS About Buoyant Capital is owned by four professionals with a total of over seven decades of stock market experience in leading firms in Indian capital markets such as Nippon

Prosperity Wealth Management

Funds Managed Asset Class License Prosperity Discovery Multicap PMS About Prosperity Wealth Management is an Indian investment firm that focuses on investing in high-quality publicly listed companies available at reasonable valuations. The companies they invest in operate on robust business models and are run by outstanding management teams. As investment managers, their goal is to

ValueQuest

Funds Managed Asset Class License VQ Growth Multicap PMS VQ Platinum Multicap PMS About Founded in 2010, ValueQuest is a boutique SEBI-registered company with a strong focus on the equity markets. founders, Ravi Dharamshi and Sameer Shah have more than two decades of equity experience. ValueQuest has multiple portfolio management strategies and filed for a

Skyes & Ray Equities

Funds Managed Asset Class License SRE PE Shield Strategy Muticap PMS Ignited Ideas Strategy Muticap PMS Quantitative Growth Strategy  Muticap PMS About Sykes & Ray Equities promoted passionately by its Chairman – Mr. Yogesh R Gupta and Managing Director – Mr. Anup R Gupta, has evolved over a period of time. Its emergence has happened

Magadh Capital (PMS)

Funds Managed Asset Class License Value for growth Multicap PMS Future stars Small & mid cap PMS About Magadh Capital Advisors LLP is a Mumbai-based Portfolio Management Limited Liability Partnership Firm registered with SEBI (Securities and Exchange Board of India) as a Portfolio Manager while Magadh Capital Firm is registered with SEBI as a Category

Invasset PMS

Funds Managed Asset Class License Growth pro max muticap PMS About INVASSET LLP is a SEBI-registered portfolio management service provider with a specialized research team that has over 27 years of professional experience in the stock market. They use an in-house developed approach called INVASSET AAID (Algo, AI & Data) driven approach for the selection

Joindre PMS

About Joindre PMS is brought to you by Joindre Capital Services Limited – a pioneer in retail broking since 1995. They are a SEBI registered Portfolio Manager and their registration number is INP000006138. They offer discretionary Portfolio Management Services to High net worth Individuals, Corporates, Institutions,Ultra HNIs and family offices. They seek to understand your

Valentis Advisors

About Valentis Advisors Pvt Ltd (formerly known as Veda Investment Managers Pvt Ltd) was founded by Jyotivardhan Jaipuria in 2015 after his 21 year stint with DSP Merrill Lynch to offer investment management services. They obtained a Portfolio Management Services (PMS) license from SEBI in 2016. Their core offering is discretionary PMS services but they

Turtle Wealth PMS

About Turtle wealth management private ltd was founded in the year 2011. They are a bunch of mavericks yet disciplined team working flawlessly for wealth creation. Turtle wealth’s purpose is to ‘create wealth in the most disciplined and systematic way’. Their core forte is to build process driven investing and trading systems that have less

Tulsian PMS

About Tulsian PMS was founded in the year 2017, located in mumbai. The investor today has many financial needs, the primary amongst which is long-term wealth creation. Unfortunately, a lot of investors either lack the time & energy or lack the expertise & discipline to manage their investments. At, Tulsian PMS Pvt. Ltd., we seek

Spark Asia Impact Managers

About With the PMS license coming through in November 2018, two approaches are currently being offered, subscriptions for both of which are open: a) India@75 Flexicap Strategy: This approach will have the leeway to position the portfolio across the cap-curve continuum, depending on the team’s assessment of valuations, risks and volatility. Instead of being aligned

Roha Asset Managers

About Started in the year 2018 with its head office in Mumbai, Roha Asset Managers has a license for Category 3 Alternate Investment Fund (AIF) and Portfolio Management Service (PMS) with a fundamental approach to equity investing. The fund is approved & licensed by SEBI (Securities & Exchange Board of India). A company that focuses

Piper Serica PMS

About Piper Serica is a SEBI registered provider of Portfolio Management Services (PMS) and advisor to Piper Serica India Numero Uno Fund, a FPI based in Mauritius. Both these entities invest in stocks listed in India. It was founded in 2003. Piper Serica also manages Piper Serica Angel Fund, a SEBI Cat 1 AIF that

Negen Capital Services

About Negen Capital PMS was launched in November 2017. It is a SEBI registered investment manager. They are predominantly a smallcap and midcap focused PMS with a keen interest in identifying value investing opportunities via special situations like demergers and Spin offs. Investment philosophy The company mostly does value investing with special situations attached to

Narnolia PMS

About Narnolia PMS is meant to be a core buy and hold portfolio for investors who aim to capitalize on the wealth creation opportunity in the Indian economy through equity investing. It started in the year 2012. Narnolia PMS provides a unique opportunity to diversify single PMS investment among 5 different equity and mutual fund

MRG Capital

About MRG capital is a SEBI registered portfolio management services provider. It was founded in Sep 2008. Its founder Manu Rishi Gupta, was invested in equities since 1993. It strongly advises its clients to stay put and have a minimum investment horizon that one would have with FD or in line with other life goals.

Moat Financial Services

About Established in 2013, Moat is owned and controlled by its skilled and seasoned management team, who have worked together closely over decades with the same investment philosophy and a clear alignment of interest. It is a SEBI registered boutique portfolio manager. It was co-founded by Mr. Biju John and Mr. Suraj Nair. Moat administers

Marathon Trends Advisory

About Marathon Trends Advisory Private Limited is a SEBI-approved portfolio management services (PMS) led by Atul Suri, who has over 30 years of experience in the Indian equity markets. The organization was founded in 2003. Their lead PMS product, MEGA TRENDS, has been developed as a result of over three decades of experience in investing

Bellwether Capital

About Bellwether Capital was established in April 2004 as a SEBI registered equity portfolio manager. The investment management firm was founded by two professionals from the financial services industry, Ranjith Dongre and Miten Mehta, who have almost 50 years of experience between them. It is engaged in the business of managing equity portfolios of private

Axis asset management(PMS)

Funds Managed Asset Class License Axis brand equity muticap PMS Axis core & satellite muticap PMS About Axis Asset Management Company Limited, a company incorporated under the Companies act, 1956, which has obtained a certificate of registration from SEBI to act as a Portfolio Manager under Securities and Exchange Board of India (Portfolio Managers) Regulations,

Solidarity Advisors

Funds Managed Asset Class License Prudence Muticap PMS About The investment firm’s intent is to build the most trusted and partner-centric AMC in India, by focusing on long-term outcomes with clients who share this perspective. Their strategy is to work with clients who align with their thought process, focus on good process, be ruthless in

Sundram Alternate Assets Ltd.

Funds Managed Asset Class License SISOP Multicap PMS SELF Mid & small cap PMS About Sundaram Alternate Assets Ltd. (SA) is a wholly-owned subsidiary of Sundaram Asset Management Company Limited (SAMC), that caters to investment needs of high net-worth individuals (HNIs). SAMC is a wholly-owned subsidiary of Sundaram Finance Limited, India’s leading non-banking finance company.

Kotak PMS

Funds Managed Asset Class License Small cap and mid cap Small and mid cap PMS Pharma and healthcare Sector fund PMS Fintech Sector fund PMS India focus portfolio Multicap PMS About Kotak PMS (registered under SEBI), one of the largest Portfolio Management Service providers in India, is part of the illustrious Kotak Mahindra Group and

NJ Asset Management (MF)

About NJ Asset Management Private Limited, is one of the newest AMCs in India, having received its license in April 2021. The AMC is a part of the NJ India Invest Group, with ‘NJ’ representing the initials of its founders – Neeraj Choksi and Jignesh Desai – first generation entrepreneurs who began the journey of

the private wealth issue

Private wealth….the wealth of private clients. The term ‘private client’ implies there is something private about them. The term has become synonymous with ‘high net worth’ investors. They are different from ‘individual or retail investors’ who may need help with making financial decisions. They are also different from institutional investors, which are sophisticated but may

White Oak Capital Asset Management (MF)

About WhiteOak Capital Asset Management is an investment management and advisory firm established by Prashant Khemka in June 2017. The AMC is a subsidiary of WhiteOak Capital group of companies after having acquired Yes Bank’s Asset Management business in November 2021. With operations across India, Singapore, Mauritius, the UK, and Switzerland, WhiteOak Capital has attracted

LIC Asset Management

About LIC Mutual Fund was established on 20th April 1989 by LIC of India, as an associate company of Life Insurance Corporations of India. The AMC currently operates with funds Rs.17,817 cr. across 26 different schemes. Key staff T S Ramakrishnan Managing Director and Chief Executive Officer, effective .. Ramakrishnan has an experience of over

ITI Asset Management (MF)

About ITI Asset Management Company Limited (ITI AMC) launched its mutual fund business in 2019. ITI AMC is part of Investment Trust of India Ltd (ITI Group). ITI Group was the promoter of the first private sector mutual fund launched in India, Pioneer ITI Mutual Fund, which later on was taken over by Franklin Templeton Mutual

IL&FS Asset Management

https://www.ilfsinfrafund.com/

Inga Ventures

Funds managed Funds Asset class License Fund name About Inga commenced its journey in October 1999 as a boutique investment bank. Complementing the boutique culture, Inga remained focused on building relationships supported by its ability to provide solutions to complex problems. These virtues helped Inga through its journey till date and secured a very prominent

Integrow Asset Management

Funds managed Funds Asset class License Integrow special opportunities fund Real estate AIF Category II About Integrow is a Real Estate focused Asset Management firm incorporated on 8 September 2020, and focuses on transformation through shared insights, effective processes and causing value enhancement for its stakeholders. Integrow is attempting to bridge the vision of sustainable

Interra

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

Investec India

Fund managed Fund Name Category License Emerging India credit opportunities fund Private Equity About  It is a leading international financial services company, Investec India supports Mid-Market Entrepreneurs, Corporates and Private Equity firms. It also provides exceptional equity analysis, ideas and execution services for investors interested in Indian equities. Investec started its operations in India in 2010.

Mauryan Capital

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

Motilal Oswal Private Equity (MOPE)

Funds managed Fund name Asset Class License India Business Excellence FundIndia Business Excellence Fund IIIndia Business Excellence Fund-IIIIndia Business Excellence Fund- IV PE – Growth StagePE – Growth StagePE – Growth StagePE – Growth Stage SEBI AIF CAT IISEBI AIF CAT IISEBI AIF CAT IISEBI AIF CAT II About MOPE Investment Advisors Private Limited (“MOPE”)

NSIC Venture Capital

Funds managed Fund name  Asset class License No. Self Reliant India (SRI) Fund(Fund of Fund) Venture Capital IN/AIF2/21-22/0924 About  NSIC Venture Capital Fund Limited (NVCFL) is a wholly owned subsidiary of The National Small Industries Corporation (NSIC), a Mini-Ratna Corporation of the Government of India under the Ministry of Micro, Small and Medium Enterprises.The Ministry

NV Capital

Funds managed Private debt? About Couldn’t find any further information  Key staff Nitin Menon and Vivek Menon Investment philosophy Couldn’t find any information Media https://www.business-standard.com/article/companies/nv-capital-launches-first-credit-fund-for-media-with-a-rs-500-cr-corpus-121061600772_1.html NV Capital launched its maiden media & entertainment credit fund on Wednesday, making it the country’s first such fund focused on the sector, with the objective of investing in Content creators, OTT

Pepper India Resolution

Funds managed Fund name Asset class  Registration Number Pepper India Distressed Assets Fund  Debt – distressed IN/AIF2/21-22/0886 About Pepper India Resolution Private Limited (PIR) was set up as a joint venture between global diversified financial services specialists Pepper Group and ABK Resolution. The Pepper Group specializes in Lending, Asset Servicing and Advisory Services across various

Quant First

Funds managed Fund name  Asset class – category License Quant first alternative investment trust Hedge fund? IN/AIF3/12-13/0018 About Could not find website for the firm. This info is from LinkedIn Quant First is a Research & Technology Firm having its presence in India and Singapore. Quant First develops Proprietary Statistical Computer Programs and Algorithmic Models

Roha Asset Managers

Funds managed Fund name  Asset class – category License ROHA Emerging Companies Fund Equities – long-only – small and mid-cap IN/AIF3/18-19/0609 About Started in the year 2018 with its head office in Mumbai, Roha Asset Managers has a license for Category 3 Alternate Investment Fund (AIF) and Portfolio Management Service (PMS) with a fundamental approach

Socradamus Advisory Partners

Funds managed Fund name Asset class License Socradamus Capital Trust VC N/AIF2/20-21/0854 About Socradamus Advisory Partners Llp is a Limited Liability Partnership firm incorporated on 06 December 2018. It is registered at Registrar of Companies, Bangalore. Its total obligation of contribution is Rs. 75,000 Socradamus Advisory Partners Llp’s last financial year end date for which

Stelios Capital

Funds managed Fund name Asset Class License Stelios India Opportunity Fund Equities – Long/Short AIF CAT III About  STELIOS has been incorporated to act as an Investment Manager for setting up a SEBI-registered AIF CAT III Long/Short fund. “Stelios India Opportunities Fund” would be an Absolute return fund designed to generate absolute returns irrespective of

Stride Ventures

Fund managed Fund name Category Stride ventures fund Venture capital About Stride Ventures is a venture capital firm in India which aims to invest in innovative startups across the country. It is founded in 2019 and is headquartered in New Delhi. Stride Ventures is a sector agnostic Venture Debt fund managed by veteran ex-bankers. The

Theremin

About LLP Identification Number AAW-3436 Company Name THEREMIN MULTI STRATEGY FUND LLP Company Status Active ROC ROC – Mumbai Main division of business activity to be carried out in India Activities auxiliary to financial intermediation Description of main division Activities auxiliary to financial intermediation Number Of Partners 0 Number of Designated Partners 2 Date of

Vasuki Hind Capital

About Vasuki Hind Capital Private Limited is a Private incorporated on 21 May 2021. It is classified as Non-govt company and is registered at Registrar of Companies, Delhi. Its authorized share capital is Rs. 1,000,000 and its paid up capital is Rs. 100,000. It is inolved in Activities auxiliary to financial intermediation, except insurance and

Waterfield Fund Managers

Funds managed Fund name  Asset class License No. Waterfield Capital Trust No information available IN/AIF2/21-22/0876 Note: There is no publicly available information about Waterfield Capital Trust.  About Waterfield Fund Managers Private Limited (popularly known as Waterfield Fund Managers) is a Private Non-govt company registered under ROC – MUMBAI. It is a company limited by shares

White Oak Capital (AIF)

Funds managed Fund name Asset Class License White Oak – India Equity Fund IWhite Oak – India Equity Fund IIWhite Oak – India Equity Fund IIIWhite Oak – India Equity Fund IV White Oak – India Select Equity Fund Equity-Long onlyEquity-Long onlyEquity-Long onlyEquity-Long onlyEquity-Long only SEBI AIF CAT III SEBI AIF CAT III SEBI AIF CAT III SEBI AIF

WhiteSpace Alpha

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

InCred Wealth

InCred Wealth is part of the InCred financial services platform that aims to leverage technology and data-science to ease many pain-points and disrupt many segments. The group founder, Bhupinder Singh, has been an investment banker with Deutsche Bank for more than 15 years. He set up an NBFC, InCred Finance in 2016 with the backing

Edelweiss Wealth (AIF)

Fund name  Asset class  License  Crossover Opportunities Fund  III Late- Stage PE & Pre IPO  SEBI AIF CAT II About Edelweiss Wealth Management (EWM) is one of India’s largest wealth management firms with Assets under Advisory (AUA) of over ~ USD 19 billion servicing ~6, 70,000 Affluent & HNIs and ~2,400 of India’s wealthiest families.

Edelweiss AMC (AIF)

Funds managed Fund name Asset class Licence Edelweiss Alpha Fund Long only AIF About https://www.edelweissmf.com/ Key staff Radhika Gupta – Managing Director & Chief Executive Officer – Radhika Gupta has more than 15 years of global asset management experience. She started her career with global giants McKinsey and AQR Capital, and then moved to India

ICICI Venture (RE)

Funds managed Fund name Asset class – category License India Real Estate Investment Fund (IREIT) Real estate IN/AIF2/16-17/0271 India Advantage Fund Real Estate Series 1 Real estate India Advantage Fund Real Estate Series 2 Real estate HIOP Small Office Fund 1 Real estate IN/AIF2/21-22/0880 Note: There is no publicly available data on HIOP Small Office

Eximius Ventures

Fund name                                                                                   Asset class – category License Eximius Ventures fund 1  Venture capital      Sebi CAT 1 AIF  About Eximius is a SEBI Registered (Cat 1 AIF) micro venture fund, founded in 2020 on the principle of building an equitable ecosystem in the startup world. Pearl Agarwal, founder, and managing director, strongly believes that while capital

Gaja Capital India

About Gaja Capital India Fund 2020 Llp is a Limited Liability Partnership firm incorporated on 02 June 2020. It is registered at Registrar of Companies, Delhi. Its total obligation of contribution is Rs. 50,000,000. Gaja Capital India Fund 2020 Llp’s last financial year end date for which Statement of Accounts and Solvency were filed is

Gemba Capital

About Gemba Capital invests in post-seed stage startups that are scalable and looking for angel investments. Key staff  Adith Podhar – Founder – An Entrepreneur by heart and an investor by profession.The  experience as a PE investor and as an Entrepreneur has given him  unique skill sets to understand businesses and people.  Gemba Capital (www.gembacapital.in)

GMO-Z. Com Payment Gateway

Funds managed Fund name Asset class – category License GMO-Z. Com Payment Gateway India Credit Fund Not clear AIF Cat2IN/AIF2/20-21/0870 About MO-Z.COM PAYMENT GATEWAY INDIA PRIVATE LIMITED is listed in the class of Private company and classified as non-govt company. This company is registered at Registrar of Companies (ROC), RoC-Mumbai with an Authorized Share Capital

Guardian Partners

Funds managed Fund name Asset class – category License Guardian Capital Partners Fund Category-II Alternative Investment Fund IN/AIF3/21-22/0918 About GUARDIAN PARTNERS LLP is a limited liability partnership limited company based in India. We are a reliable organization engaged in this business with a qualitative range of industrial products. We are also one of the leading

Harmony Capital

Funds managed Fund name Asset class- category License Harmony Alternative Investment Fund Equity- long only/ multi-cap IN/AIF3/12-13/0023 About Harmony Alternative Investment Fund Trust has been formed in India as a private umbrella trust under the Indian Trusts Act, 1882 and is registered in India under the Indian Registration Act, 1908.. The Trust is registered as

Dhyana Capital

Fund name Asset class – category Licence Dhyana Capital Fund Equity – long only SEBI AIF CAT-3 About Dhyana Capital (“Fund”) is registered with the Securities and Exchange Board of India (“SEBI”) as a Category III Alternative Investment Fund under the SEBI (Alternative Investment Fund) Regulations, 2012. Dhyana Equity LLP is the investment manager (“Manager”)

Aequitas Investment Consultancy

Funds managed Fund name  Asset class – category License Aequitas Equity Scheme I Equities – long-only-  small cap and mid cap IN/AIF3/18-19/0638 About The company is a research focused fund house investing in listed companies, that have significant potential for long-term capital appreciation. It is in the process of setting up their first offshore fund

IAN Capital

About Indian Angel Network is a network of Angel investors keen to invest in any early-stage businesses which have potential to create disproportionate value. The members of the Network are leaders in the entrepreneurial eco-system as they have had strong operational experience as CEOs or a background of creating new and successful ventures. They share

ICICI Venture

Funds managed Fund name Asset class – category License India Real Estate Investment Fund Real estate About ICICI Venture was founded in 1988 as the Technology Development and Information Company of India Limited, through a joint venture between the ICICI Limited and Unit Trust of India. In 1998 it became a wholly owned subsidiary of

IIFL Securities

Fund name Asset class – category License IIFL Securities capital enhancer fund Equities AIF Cat3? About Being an open ended hybrid fund, the scheme seeks to achieve long term capital appreciation with strategy hedging the portfolio with equity derivatives and Nifty 50 Put Option by investing in equity and equity related securities. IIFL CAPITAL Enhancer

Alchemy Capital

Funds managed Fund name Asset class Licence Alchemy Alternative Investment Trust Equity – long only IN/AIF3/17-18/0381 About With a collective expertise of 100 years in the Indian equity market, Lashit Sanghvi, Ashwin Kedia, Rakesh Jhunjhunwala and Hiren Ved founded Alchemy Capital Management in 1999. Alchemy has grown in repute over the last 19 years and

IIFL AMC (HF)

Funds managed Fund name Asset class – category Licence IIFL Opportunities Fund Equity – long only IN/AIF3/20-21/0856 About IIFL Asset Management Ltd. is part of IIFL Investment Managers (formerly IIFL Wealth & Asset Management Ltd). IIFL AMC is an India-focused global asset management firm, launched with an objective of providing differentiated investment products suited for

India Nivesh

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

Benzai 10

Funds managed Fund name Asset class – category License no Benzai 10 Investment Trust Venture Capital AIF Category 2 IN/AIF2/21-22/0887 About Benzai10 Investment Ventures Private Limited has a SEBI Registration for a Category II AIF focused on investing in Agriculture & Allied sector. The fund is being administered by the best-in-class service providers. The company

Core91

Fund name Asset class – category License Core91 VC TRUST Venture Capital IN/AIF2/21-22/0881 About Core91 Vc Llp is a Limited Liability Partnership firm incorporated on 06 August 2020. It is registered at the Registrar of Companies, Mumbai. Its total obligation of contribution is Rs. 100,000. Core91 Vc Llp’s last financial year end date for which

Bay Capital Investment Managers

Fund name Asset class- category License Bay Capital Investment Trust Equity- long only AIF Cat-iii(N/AIF3/14-15/0132) About Bay Capital partners is a leading independent, India focused investment manager established in 2006. We invest the way we want our capital to be managed – with the utmost care. Hence, we are shareholders alongside our investors. The overarching

BLinC Invest

Fund Fund name  Asset class – Category  License BLinC – 1 Venture Capital AIF Category 2IN/AIF2/20-21/0864 About  Mumbai, Maharashtra based BLinC Invest is an India-based venture capital firm committed to funding EdTech and FinTech start-ups focused on building a better tomorrow by harnessing the power of technology.  They believe it is not enough to be

Abans Group (AIF )

Funds managed Fund name Asset class – category License Abans Investment Trust Not clear Category-II Alternative Investment FundIN/AIF2/21-22/0896 About The Abans group, founded by Abhishek Bansal, a new age-entrepreneur, in 2005, is an organization of creatively disruptive individuals who are observing, learning, and constantly reinventing common industry practices.  Under the umbrella of investment management, the

Antler Innovation India

About Antler Innovation India Private Limited is a Private incorporated on 10 October 2020. It is classified as Non-govt company and is registered at Registrar of Companies, Bangalore. Its authorized share capital is Rs. 2,000,000 and its paid up capital is Rs. 836,250. It is inolved in Business activities n.e.c. Antler Innovation India Private Limited’s

Embassy Group

Funds managed Fund name                                                                                                           Asset class – category License Embassy

Hamsa Asset Management

Funds managed Fund name Asset class – category License Hamsa Solar Fund 1 Private equity – Renewable energy SEBI AIF CAT 2 About Hamsa Asset Management Private Limited is a private incorporated on 24 July 2020. It is classified as a Non-govt company and is registered at Registrar of Companies, Chennai. The firm’s AGM was

Enzia Ventures

Fund managed Fund name Asset class – category Enzia Investment Trust Venture capital About Enzia Ventures LLP is a Limited Liability Partnership firm incorporated on 01 August 2019. It is registered at Registrar of Companies, Mumbai with an authorized share capital of Rs. 0. Its total obligation of contribution is Rs. 30,000. The company has

2 Point 2 Capital

Name of the fund Asset class- category License 2Point2 capital trust Equity-long only AIF-III(IN/AIF3/19-20/0686) About 2Point2 Capital is an investment firm that focuses on taking concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations. As investment managers, their primary goal is to protect capital followed by their goal

Green Lantern Capital

Funds managed Fund Category  License Growth fund Mid & Small Cap  PMS Alpha fund Multi-Cap PMS About Green Lantern Capital LLP is a SEBI-registered portfolio management company, based in Mumbai, India , incorporated on 03 December 2016. They practice research oriented, disciplined approach to investing and invest in multi-asset portfolios, benchmark and market capitalization agnostic

IIFCL Asset Management

About Established in 2006. IIFCL Asset Management Co. Ltd. is a wholly owned by Govt of India. Their major goal is to channel long-term finance to viable infrastructure projects via a Special Purpose Vehicle (SPV) known as India Infrastructure Finance Company Ltd. (IIFCL). IIFCL MF IDF is sponsored by IIFCL (a “AA+” rated wholly owned

ICICI Securities Private Wealth

“We are a specialist team. So, in a broad philosophical way if we were to look at, in a bank setup, obviously it’s a far more general approach to doing wealth management versus a Securities Company, who does investments” said Anupam Guha, head of private wealth. As one of two private wealth brands within the

Logos India

Funds managed Fund name Asset Class License LOGOS India Logistics Venture Fund Real estate IN/AIF2/17-18/0523 About LOGOS’ Indian business is an Alternate Investments Fund registered with SEBI and managed by LAI Investment Manager Pvt Ltd, a Joint Venture between LOGOS Property Group and Assetz Property Group. The partnership established a new standalone platform named “LOGOS

ASK Wealth Advisors

Launched in 2007, ASK Wealth Advisors (ASK WA) was part of the first wave of launches of private wealth firms.  The parent company, ASK Group had started in the early 80s and formed a joint venture with US-based Raymond James in the 90s to offer investment management services through a portfolio management service (PMS) structure.

Welspun One

About Welspun One Logistics Parks (WOLP) is an integrated fund, asset, and development management organisation delivering large-format, institutional Grade A warehousing & industrial parks across India. Welspun One is backed by a large conglomerate, the Welspun Group-which has been delivering industrial projects for over three decades. They have the ability to leverage several operational synergies

Secura Investment Management

Funds managed Fund Name Asset Class License Secura India Realty AIF real estate SEBI CAT 2 About Secura Investment Management (India) Private Limited is a Private incorporated on 19 May 2008. It is classified as Non-govt company and is registered at Registrar of Companies, Ernakulum. Company is promoted by reputed professionals in association with reputed professionals in

QVC Realty

Funds managed Fund name Asset Class License QVC India Real Estate Trust Fund I Real Estate SEBI CAT II About QVC Realty  Co Ltd is a real estate development company focused on developing signature real estate properties across major Tier I cities in India.  https://www.qvcrealty.com/about Key staff Prakash Gurbaxani-  Prakash Gurbaxani is a Chief Executive

Purple Elephant Realty Advisor

Funds managed Fund name Asset Class License Purple  Elephant Realty Fund Real Estate SEBI AIF CAT II About Purple Elephant Realty Advisor LLP was established in 2017 and it is promoted by Parikh Real Estate Management which is a  real estate advisory & transaction firm. Purple Elephant Realty is a real estate firm based in

Prozone Intu Properties

Funds managed Fund name Asset class License Prozone Intu Realty Fund Real Estate SEBI AIF Cat 2 About Prozone Intu has been set up to create, develop and manage world-class regional shopping centres and associated mixed-use developments pan-India. Their partner Intu Properties Plc, UK owns and manage 12 of the top 20 UK Shopping Centre’s

Piramal Infrastructure

Funds managed FUND NAME REGISTRATION NUMBER PIRAMAL INFRASTRUCTURE FUND IN/AIF1/13-14/0076 About Piramal Infrastructure Private Limited is a Private incorporated on 27 August 2010. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 365,000,000 and its paid up capital is Rs. 356,800,000. It is involved

Northern Arc Investments

Funds managed IFMR FImpact Investment Fund IFMR FImpact Long Term Multi Asset Class Fund IFMR FImpact Medium Term Microfinance Fund IFMR Fimpact Long Term Credit Fund IFMR FImpact Medium Term Opportunities Fund IFMR FImpact Income Builder Fund Northern Arc Money Market Alpha Fund (IN/AIF3/18-19/0601) Northern Arc India Impact Fund (IN/AIF2/18-19/0661) Northern Arc Income Builder Fund

Morgan Stanley Investment Management

Funds managed Fund name Asset Class License North Haven India Infrastructure Fund  PE- Infrastructure focused SEBI AIF CAT II About Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Morgan Stanley Investment Management Private Limited is a private

Landmark Capital

Funds managed  Fund Name  Asset class Registration Number  Landmark  Return Multiplier Fund  Real estate IN/AIF2/13-14/0068 Landmark Opportunity Fund  Real estate – warehousing & residential IN/AIF2/13-14/0068 Landmark Multiplier Fund    Real estate – warehousing IN/AIF2/21-22/0928 About Landmark Capital is set up by experienced professionals with the intent to leverage their deep knowledge, understanding and a tested, long-standing

Kotak Investment Advisors (Real estate)

Funds managed Fund name Asset class License Kotak  India  affordable housing fund – I Real estate SEBI AIF CAT 2 Kotak India real estate fund VIII  Real estate SEBI AIF CAT 2 Kotak  India  real estate fund – IX Real estate SEBI AIF CAT 2 India office assets funds I Real estate SEBI AIF CAT

Kautilya Finance Investment Advisors

Fund managed Kautilya Real Estate Fund (IN/AIF2/18-19/0574) Category: RE Debt (AIF CAT 2) About Kautilya Finance is one of the six specialised real estate investment platforms of Aevitas Property Partners which was founded in 2012. Kautilya Finance BV (“Kautilya Finance”) is an Amsterdam based Securities Exchange Board of India (SEBI) registered Foreign Portfolio Investor. It

Investcorp

Fund Registeresd ID: IN/AIF2/15-16/0183 About Investcorp is a global manager of alternative investments with six lines of businesses, including: private equity, real estate, absolute return investments, infrastructure, credit management, and strategic capital. In 1982, they began as a pioneer in private equity, acting as a bridge between the Gulf and the rest of the world

Indiabulls AMC

Funds managed Fund Name Asset Class Licence Indiabulls Real Estate Fund Real Estate AIF CAT II Indiabulls India Opportunities Fund Real Estate AIF CAT II Indiabulls High Yield Fund Real Estate AIF CAT II Dual Advantage Commercial Asset Fund (DACA) Real Estate AIF CAT II About Indiabulls Group is one of India’s largest groups in

Motilal Oswal Real Estate

Funds managed Funds Structure investments Status No. of Investments* Investments Exit* IREF Structured Equity Investments Close 7 7 IREF II Mezzanine  Close 14 (including reinvestment) 11 IREF III Structured equity / mezzanine investments Close 24 6 IREF IV Structured equity / mezzanine investments Close 10 – IREF V Structured debt investments  Active – – *as

IDFC Alternatives

https://www.idfc.com/alternatives/infra-equity/our-mandate.ht Funds managed Fund name Asset Class License India Infrastructure Fund India Infrastructure Fund 2Real Estate Yield Fund InfrastructureInfrastructureReal estate- debt SEBI AIF Cat 2SEBI AIF Cat 2SEBI AIF Cat 2 About IDFC Alternatives is one of India’s leading multi-asset class investment managers. IDFC Alternatives is IDFC’s alternative asset management vertical and manages over USD 3.4

ICICI Prudential Real Estate

Funds managed  Name Asset class License ICICI Prudential Debt FundIN/AIF2/14-15/0105 Debt AIF Category 2 ICICI Prudential Real Estate AIFIN/AIF2/14-15/0112 Real estate AIF Category 2 About ICICI Prudential Asset Management Company is a joint venture between ICICI Bank of India and Prudential Plc of the UK. It is one of the most pre-eminent real estate investors

HDFC Capital Advisors

Funds managed     Fund name     Asset Class       License     HDFC Capital Affordable Real Estate Fund -1   Real Estate     SEBI AIF Cat 2     HDFC Capital Affordable Real Estate Fund -2   Real Estate     SEBI AIF Cat 2 HDFC Capital Affordable Real Estate

Everstone

Funds managed EverCred Real Estate Credit Plus (Everstone Group) About The Everstone Group is one of Asia’s premier investment groups focused on cross border North America – Asia investments as well as domestic investments in India and Southeast Asia. Founded in 2006 by Atul Kapur and Sameer Sain, Everstone has since emerged as a market

Edelweiss Alternative Asset Advisors

Funds managed Fund name Asset Class License EDELWEISS INDIA REAL ESTATE FUND Real Estate SEBI AIF Cat 2 EDELWEISS REAL ESTATE OPPORTUNITIES FUND Real Estate SEBI AIF Cat 2 REAL ESTATE CREDIT OPPORTUNITIES FUND  Real Estate SEBI AIF Cat 2 About Edelweiss Alternative Asset Advisors are one of the largest alternative asset managers in India,

Brookfield

Fund managed  Fund name Asset Class License Brookfield India Real Estate Fund Real estate SEBI AIF Cat 2 About  Brookfield India Real Estate Trust is India’s only institutionally managed commercial real estate company sponsored by an affiliate of Brookfield Asset Management. One of the world’s largest alternative asset managers with approximately US $600 billion in

Brick Eagle

Funds managed  Fund Name  Asset class Brick Eagle India Affordable Housing Trust Real estate License – AIF Cat 2IN/AIF2/16-17/0290 About Brick Eagle was founded in 2011 with a vision to provide market-based solution for the housing poverty in India. The group strives to bridge the funding gap and empowers Local Developers across the country. Besides

BlackSoil Capital

Funds managed Fund Name Asset Class License Walton Street BlackSoil Real Estate Debt Fund-1 Real Estate AIF CAT 2 BlackSoil Realty Fund Real Estate AIF CAT 2 About BlackSoil is a Mumbai-based specialised debt financing non-banking finance firm. It was founded in 2010. The company was initiated with a mission to pioneer unique advisory and

Black Olive Ventures

Funds managed Fund name Asset Class License BLACK OLIVE REAL ESTATE OPPORTUNITIES TRUST Real Estate SEBI AIF Cat 1 About Black Olive Ventures Pvt. Ltd. (BOV) is a research driven Real Estate Valuation and Advisory services Company providing services to Creators, Investors & Users of Real Estate including Developers, Funds, HNI(s) / Family Offices, Banks,

Athamus Venture Management

Fund managed Fund name Asset Class                               License Excedo Realty Fund – I    Real estate SEBI AIF Cat 2 About Athamus is a vertically integrated fund manager. It oversees India focused real estate funds investing at the land buy stage in end user driven micro markets of Tier 1 cities for superior returns. Investments are made into 100%

ASK Property Investment Advisors

Funds managed Fund name Asset class License ASK Real Estate Special Opportunities Portfolio – 1 Real Estate SEBI AIF Cat 2 ASK Real Estate Special Opportunities Fund – I Real Estate SEBI AIF Cat 2 ASK Real Estate Special Opportunities Fund – II Real Estate SEBI AIF Cat 2 ASK India Real Estate Special Opportunities

Amplus Capital Advisors

Funds managed FUND NAME ASSET CLASS LICENSE AMPLUS REALTY TRUST Real estate SEBI AIF CAT 2 AMPLUS REALTY TRUST – II Real estate SEBI AIF CAT 2 AMPLUS REALTY TRUST – III Real estate SEBI AIF CAT 2 About Amplus Capital Advisors Private Limited company which is incorporated on 08 December 2011. It is classified

Aditya Birla Sun Life AMC (Real Estate)

Funds managed Fund Name Category License Aditya Birla Real Estate Fund I Real estate – equity SEBI AIF Cat 2 Aditya Birla Real Estate Debt Fund  Real estate – debt SEBI AIF Cat 2 About Aditya Birla Capital Limited (ABCL) is the holding company for the financial services businesses of the Aditya Birla Group.ABCL’s subsidiaries have

Alpha Capital

About Alpha Capital is a wealth management and MFO boutique firm set up in xx. The website mentions offices in five locations – Mumbai, Gurgaon, Kolkata, Coimbatore and Siliguri. It does not mention which SEBI license the firm holds. The firm was included in the Asian Private Banker 2020, 2019 and 2018 lists of top

UTI Asset Management (MF)

About UTI Mutual Fund is managed by UTI Asset Management Company Ltd, the eighth-largest asset management company in India. The AMC was incorporated on November 14, 2002 and commenced operations in the investment domain from February 1, 2003. It has more than 11 million active client base and nationwide presence with 70 schemes to offer.

IDFC Asset Management (MF)

About IDFC Mutual Fund was established in 2000. It was set up with the sponsorship of the Government of India (GOI) with a major portion of its shares held by the GOI, the Government of Singapore, AIG, the International Finance Corporation and JP Morgan, Citigroup, Morgan Stanley and Goldman Sachs. The AUM stands at INR

Axis Bank Burgundy Private

While late to the party, Krishnamurthy is upbeat about its progress and future prospects, citing ‘One Axis’ as its USP. Due to its various divisions – securities/investment banking, asset management etc – being under one umbrella and control, he feels Axis Bank is able to offer a much more cohesive service to its affluent and

Cervin Family Office

About Cervin Family Office was founded by Munish Ramdev who is presently the founder & CEO of the company. The firm holds the RIA license from SEBI. The team used to work together at Waterfield Advisers and hence, has experience advising over 70 family offices and UHNV individuals with over USD 3.5 billion in financial

Entrust Family Office

About Established in 2013, the firm helps in providing advice on both investment and non investment activities. Entrust has offices in Bangalore, Delhi, Mumbai, Chennai. Key staff Rajmohan Krishnan- Principal founder & managing director – he has a good knowledge about financial services industry and a great advisory experience. Shashank Khade- Co-founder & director –

PGIM India Asset Management (MF)

About PGIM India Asset Management is a wholly owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PFI had entered the Indian market through a joint venture with DHFL in 2014 under the brand ‘DHFL Pramerica Asset Managers’ (Pramerica being another brand owned by PFI) and immediately

Acepro Advisors

About Acepro Advisers Pvt Ltd is a licensed portfolio manager by SEBI vide license no: INP000004854. It has also received approval to launch AIF. It is a subsidiary of Sarthi Capital Advisors Pvt Ltd, a part of Sarthi Group which offers a variety of services in financial domain: Investment Banking, Merchant Banking, Corporate Advisory, Wealth

PGIM India (PMS)

About PGIM India Portfolio Management Services (PMS) is a business of PGIM India Asset Management Private Limited, a wholly owned business of PGIM incorporated on 04 June, 2009. PGIM India PMS, registered with SEBI (Registration no. INP000006952), offers customized equity strategies with a focus on long-term growth and value generation.  Key staff Directors of PGIM

Right Horizons

About The Right Horizons Portfolio Management Services was started by Anil Francis Rego and Rachna Rego in the year 2003 and they registered the firm as a private organization. SEBI PMS Registration No: INP000004359 Key staff Anil Rego (Fund Manager) – Anil Rego is the notable personality who founded Right Horizons and is presently serving as

Varanium Capital Advisors (PMS)

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

True Beacon

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

Tata Asset Management (PMS)

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

Valcreate Investment Managers

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

Upside AI

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’. 

Tamohara Investment Managers

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

Stallion Asset

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

Spark Fund Managers

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

Sharekhan

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)

SageOne Investment Managers (PMS)

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

ProAlpha Capital (PMS)

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

Pelican PMS

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

NJ Asset Management

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

NAFA Asset Managers

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

Master Portfolio Services

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

Karma Capital Advisors

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

Jainam Share Consultant

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

Hem Securities

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,

Geojit Financial Services

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

Equirus Securities

                        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

Emkay Investment Managers

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

Choice PMS

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

Centrum PMS

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

Anand Rathi Advisory (PMS)

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

Ambit Capital PMS

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

Aditya Birla PMS

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

A.K. Wealth Management

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

White Oak Capital Management

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

Valentis Advisors

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

Turtle Wealth Management

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

Trivantage Capital

                             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 

Moneylife Advisory Services

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

Helios Capital Management

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

Green Portfolio

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

Girik Capital

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.

Envision Capital

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

Capitalmind Wealth (Wizemarkets Analytics)

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

Bonanza Portfolio

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 

Basant Maheshwari Wealth Advisors

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

Purnartha Investment Advisers

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

JM Financial Asset Management

About JM Financial Asset Management represents the mutual fund business of the JM Financial Group. It commenced operations in 1994 and is one of the oldest private sector mutual funds in the country. It has a base of over 16,000 distributors across India, covering multiple locations. This business offers a range of around 12 products

Validus Wealth

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

Standard Chartered Private Banking

About Standard Chartered Private Banking is a part of the Standard Chartered bank which was founded by the merger of the Standard Bank of British South Africa (founded in 1863) and Chartered Bank of India, Australia and China (Founded in 1853).  Standard Chartered PLC, the ultimate parent company of Standard Chartered Bank, together with its

Karvy Private Wealth

About Karvy Private Wealth is the wealth management division of Karvy Group and was founded in 2010. The headquarters for the company is located in Mumbai with branch offices in 8 other cities across India. The company employees total more than 600+ people. The total assets under management (AUM) are more than 3 billion USDs

Julius Baer Wealth

About Julius Baer Wealth Advisors (India) Private Limited was incorporated on 27 June 2014. JBWA is a 100% subsidiary of Julius Baer Group Ltd. and Julius Baer is a 130-year-old private bank spread across 60 locations worldwide and a public company listed on Swiss Stock Exchange The business was earlier known as Merrill Lynch Wealth

JM Financial

About JM Financial group has had a journey of over four decades and during this time, it has gathered many firsts. It has built its position and has emerged as an integral financial services provider. The company was listed on the Bombay, Ahmedabad and Delhi stock exchanges in the years between 1989-1994, soon after it

ICICI Private Banking

About ICICI Private Banking caters to HNIs to whom it provides investment solutions and services.  As of 2019, the AUM of ICICI Private bank in India was the second highest, i.e., it was $ 30.9 billion ( Source : Asian Private Banker)  They were first in terms of RM count in 2019, the number being

HDFC Private Bank

About In 1994, the Housing Development Finance Corporation founded HDFC Bank as a subsidiary incorporated as HDFC Limited. HDFC Bank Ltd is a listed Indian banking and financial services firm. As of March 2020, HDFC operates through 5416 bank outlets including overseas operations in Bahrain, Hong Kong, Dubai and Kenya. HDFC Bank implements technology for

Deutsche Bank Wealth Management

About Deutsche Bank established its first branch in India in 1980 and currently operates branches in 16 cities. Client centricity: They are structured around the clients that they serve – corporate clients, private clients, and fiduciaries & institutions. Private wealth management develops investment solutions for financially sophisticated ultra-high net worth individuals (UHNWs) and family investment

Credence Family Office

About Founded in 2010 by Mitesh Shah, who is presently the founder and CEO of the company. The firm currently has over INR 5000 crore under them, with over 150 clients. As of 2019, they have 20 relationship managers onshore (Source). Assets under management is $0.7 billion as of 2019 (Source) Their diverse range of

Client Associates

About Founded in May 2002 by some senior private bankers, Client Associates (CA) is a “multi family office firm” to provide a professional platform of private wealth management services in India. The company operates out of six offices at Gurgaon, Mumbai, Bengaluru, Kolkata, Chennai and Hyderabad. Over 19 years of its journey CA has grown

Barclays Private Clients

About Barclays started operating in India in 1979 and the private clients services began in 2008. The organisation with global presence across the world operates across 5 major cities in India. As per research data from 2019, the total AUM for Barclays Private Clients, India is 9.2 billion USDs. As per a report published in

Avendus Wealth Management

About Founded in 1999 by Ranu Vohra, Kaushal Aggarwal and Gaurav Deepak of Coolstartups, the firm morphed into Avendus, a technology focused investment bank in 2000. It is now owned by KKR (a global Private Equity buyout specialist) following the purchase of a majority stake estimated to be USD 115 million in 2015. Avendus Capital

Anand Rathi Private Wealth

About Founded by Anand Rathi and Pradeep Gupta in 1994, Anand Rathi Financial Services Ltd is an unlisted public Indian financial services group. Anand Rathi operates in 350 locations across India and has an international presence in Dubai, Hong Kong and New York. Private wealth management services are primarily offered by Anand Rathi through its

Sanctum Wealth Management

About Sanctum Wealth Management Pvt Ltd was founded in 2016 through a management buy-out of the Royal Bank of Scotland’s (RBS) Private Banking business in India. Present ownership: privately held. Current size statistics – Total employees: >100 (2021) Link  Relationship managers/ advisers: 40 (2019, Asian Private Banker) Assets under management: USD1.3 billion (2019, Asian Private

Edelweiss Private Wealth

  Established in 2010, Edelweiss Private Wealth was a step behind some of its counterparts which started in 2007. But it has made up for lost ground by growing faster than almost all its competitors. At an AUA figure of USD 15 billion, it’s among the top three in the industry. In 2020, private equity

Centrum Wealth Management

Founded in 1997, Centrum had grown to be a respected financial services group, with diversified fee businesses and a rapidly growing lending platform for institutions and individuals. About five years ago, Jaspal Bindra joined the group as executive chairman and investor, bringing with him decades of experience having built the Standard Chartered Bank in Asia.

Waterfield Advisors

Pioneering family office advisory Launched in 2011, Waterfield Advisors was neither the first multi-family office, nor was it the first to operate on a fee-based investment advisory business model. However, it appears it was the first to combine the two concepts and scale it to the largest true multi-family office in the country. Until then,

Motilal Oswal Private Wealth

“Every firm has a core branding in the minds of its customers. And at Motilal Oswal, we have been known for our equity progress and equity expertise that we’ve built over years” says Ashish Shanker, head of Motilal Oswal Private Wealth.  Launched in 2007 alongside many of its peers, the private wealth firm has built

IIFL Wealth

About IIFL Wealth was co-founded by Karan Bhagat, Yatin Shah and Amit Shah in 2008. Amit Shah no longer works with the organization. Amit Shah LinkedIn Mention investment by private equity and then listing? The company has presence in 5 countries and 27 office locations. The headquarters for the same is located in Mumbai. The

Ambit Private Wealth

About Ambit Wealth Management Private Limited is a private limited company incorporated on 13 September 2007. It is classified as non-govt company and is registered at Registrar of Companies, Mumbai. The Ambit group provides financial advice and capital to enable clients across institutions, corporates, high networth individuals, self-employed individuals and small & medium enterprises, achieve

Kotak Wealth Management

About Kotak Mahindra Bank Ltd is an Indian banking and financial services group composed of 19 subsidiaries. The financial services of the bank have a reach across 1600 cities in India with international operations in Singapore, London, the USA, and the Middle East.  Advisory and asset management services were introduced by Kotak Mahindra Bank Ltd

Principal Asset Management

About Principal Asset Management Pvt. Ltd is investment manager of Principal Mutual Fund. Principal AMC manages assets under various debt and equity funds with average AUM of 8631.56 Crs* contributed by over 5.6 Lac investors. The MF business was sold to Sundaram Asset Management in 2021. Principal surrendered its license and hence ceases to exist

Sundaram Asset Management (MF)

About Established in 1996, Sundaram Asset Management Company is a fully owned subsidiary by one of India’s oldest NBFCs – Sundaram Finance Limited (SFL). In 2021, the AMC acquired the Principal Asset Management business in India for INR 338.53 crores (~ $46.4 million @73 INR per USD). The AMC also has over 80 branches across

Canara Robeco Asset Management (MF)

About Canara Robeco is the second-oldest asset manager in India. It has been around since 1993, when they were known as Canbank Mutual Fund. The mutual fund was renamed Canara Robeco Mutual Fund in 2007 as a result of a joint venture between Canara Bank and the Robeco company. This combines the Indian market experience

CRISIL

About the firm Business Model The firm does not charge for its quantitative ratings (CRISIL mutual funds rankings). It does not appear to make money from advertising either. However, its qualitative research is available only part of paid consulting assignments with private wealth management and other institutional investors. Investment philosophy CRISIL mutual fund ranking (CMFR)

Morningstar

About Founded in 1984, Morningstar has grown from a startup to a global research company in 35 years. A 27-year old stock analyst , Joe Mansueto thought it was unfair that people didn’t have access to the same information as financial information as financial professionals. So he hired a few people and set up shop

Aditya Birla Sun Life Asset Management (MF)

About Established in 1994, Aditya Birla Sun Life AMC Limited (ABSL AMC) is a joint venture between Aditya Birla Capital Limited (ABCL) owning 51% and Sun Life Financial Inc, a global financial services group headquartered in Canada. ABCL is listed on the Indian stock exchanges while Sun Life is listed on the Toronto and NYSE

Nippon Life India Asset Management (MF)

About Nippon Life Asset Management Ltd. started mutual fund operations in 1995 as the asset manager for Reliance Mutual Fund, part of the Anil Ambani (ADAG) group. The Reliance stake was sold to Japanese Nippon Life in 2019. NAM was the first AMC to list on Indian stock exchanges in 2017. The AMC is sponsored

Edelweiss Asset Management (MF)

About Edelweiss Asset Management Limited is owned and managed by Edelweiss Financial Services Limited, an Indian conglomerate operating in the financial services sector of the company since 1996.  As of March 30th, 2023, it had an AUM of Rs 1 Lakh crore (~ $13.5 billion @ 82 INR per USD) spread across 41 mutual fund

Franklin Templeton Asset Management (MF)

About Franklin Templeton’s India office was set up in 1996 as Templeton Asset Management India Pvt. Limited. It flagged off the mutual fund business with the launch of Templeton India Growth Fund in September 1996. Franklin Templeton Investments is a global investment firm and holding company. It was founded in 1947 by Rupert H. Johnson,

Mahindra Manulife Investment Management

About Mahindra Manulife Investment Management Pvt Ltd (Formerly Mahindra Asset Management Company Pvt Ltd) registered its new name with SEBI on June 1, 2020. The joint venture of Mahindra & Mahindra Financial Services Limited and Manulife Investment Management (Singapore) Pte. Ltd. brings together Mahindra’s domestic market strength and track record of successfully building businesses focused

SBI Funds Management

About SBI Mutual Fund is an asset management company owned by State Bank of India and incorporated in June 1987 with its corporate head office located in Mumbai, India. SBI Mutual Fund Trustee Company Private Limited is the trustee of the AMC. SBI Funds Management Pvt. Ltd. is a joint venture between the SBI, an

Quantum Asset Management

About Quantum Asset Management Company is owned by Quantum Advisors and the Quantum Mutual Fund. Quantum Advisors Private Limited was founded by Ajit Dayal in 1990. In December 2005, Quantum Asset Management Company Private Limited received the AMC license from SEBI. Quantum Mutual Fund was launched in 2006.  Ajit Dayal owns 50.8% stake in Quantum

PPFAS Asset Management (MF)

About Established in 2012, PPFAS Asset Management (PPFAS AMC), is sponsored by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992.  According to an AMFI report, the firm has assets under management of INR 24,800 Crores (~ USD 3.10 billion, conversion rate of INR 80) as of

Motilal Oswal Asset Management (MF)

About Established in 2008, Motilal Oswal Asset Management Company (MOAMC) was set up by Motilal Oswal Financial Services Ltd (MOFSL) . MOAMC is sponsored by MOFSL. Currently the AMC manages over INR 49,000 crores  in assets (~ USD 6.12 Billion conversion rate of $1 to INR 80) as of March 31, 2023.  In addition to

Mirae Asset

About Mirae Asset Investment Managers was incorporated in India in 2007. It is a subsidiary of Mirae Asset Financial Group headquartered in Seoul, South Korea.  According to the firm’s website, it manages assets worth INR 121,280 Crores (~ USD 15.16 Billion) as of April 30, 2023. It operates a network of 22 branches and over 57

L&T Investment Management

About Founded in 2010, L&T Investment Management Limited built its mutual fund business in two parts – first by acquiring DBS Cholamandalam Asset Management in 2009 and then by acquiring the Indian operations of Fidelity Investments in 2012 in an aggressive move to boost growth in a highly competitive market.  The sponsor for the AMC

Kotak Asset Management (MF)

About Kotak Mahindra AMC was established in December 1998 as a subsidiary of Kotak Mahindra Bank Limited.  As per an AMFI report, it ranks as the fifth largest asset management company in India, with assets under management of INR 289,343 crores (~ USD 36.16 billion, conversion rate of $1 to INR 80) as of March

ICICI Prudential Asset Management (MF)

About ICICI Prudential Asset Management Company Limited was incorporated on June 22, 1993. The principal shareholders of the Company are ICICI Bank Limited, owning a 51% stake  and Prudential Corporation Holdings Limited, one of the UK’s largest players in the financial services sector,  owning 49% stake.  Asset under Management (AUM) of ICICI AMC stand at

HDFC Asset management (MF)

About Established in 1999, HDFC AMC entered into a joint venture in 2001 between Housing Development Finance Corporation Limited and Aberdeen Plc (now known as Abrdn Investment Management, previously Standard Life Investments Limited).  The Assets Under Management (AUM) of Indian Mutual Fund Industry as on April 30, 2023 stood at  ₹ 41,61,822 crores (~$ 507.43 

DSP Investment Managers (MF)

About  Set up in December 1996, DSP Investment Managers Private Limited is the asset management company of DSP Mutual Fund. The AMC shareholders are DSP ADIKO Holdings Private Limited (54%), DSP HMK Holdings Private Limited (34%) with the balance 12% held by Ms. Aditi Kothari Desai and Ms. Shuchi Kothari in equal proportion. The DSP Group, headed

Abakkus

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

AccuraCap (Cat3)

Funds managed Fund name Asset Class License Alphagen Next Long only SEBI Cat 3 Alpha 10 Large cap stock PMS Pico Power Small cap stock PMS Dynamo Multicap(not mentioned on website) PMS https://cafemutual.com/news/cafe-alt/18190-one-year-performance-of-long-only-aifs (info about Alpha gen next from the above link) About the AMC Alphagen next is an open ended fund Inception year-2009 ,

Aditya Birla Capital (AIF)

Funds managed Fund name Asset Class License Aditya Birla Sun Life AIF Trust I Hedge fund SEBI AIF Cat 3 Below is the link where they have an introduction about Alternative Investment (Note- There is nothing mentioned about the AIF CAT 3 fund) https://wealthmanagement.adityabirlacapital.com/our-solutions/wealth-management/Alternative-Investments About the AMC Established in 1994, Aditya Birla Sun Life Mutual

Airavat

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

Alchemy Capital

Funds managed Fund name Asset Class License Alchemy Leaders of Tomorrow Hedge fund(Long only) SEBI AIF Cat 3 https://cafemutual.com/news/cafe-alt/18190-one-year-performance-of-long-only-aifs (Alchemy Leaders of Tomorrow is long only found via the above mentioned link.) About the AMC Started in 1999 by Lashit Sanghvi, Ashwin Kedia, Rakesh Jhunjhunwala and Hiren Ved Alchemy leaders of Tomorrow is an open

Alpha Alternatives (Cat3)

Funds managed Fund name Asset Class License Multi Strategy Absolute Return (MSAR) Hedge fund SEBI AIF Cat 3 Enhanced Long Equity Scheme (ELE) Long short equities SEBI AIF Cat 3 About the AMC Founded in 2013 Firm majorly focusses on  commodity markets, equity markets, structured credit, and quantitative strategies Fund Manager – Mudit Singhania, Prashant Mohanraj

Ampersand Capital

Funds managed Fund name Asset Class License Ampersand Capital Trust Hedge fund – Long Only  SEBI AIF Cat 3 The name of the fund as mentioned in Company website – Ampersand Growth Opportunities Fund Scheme –I Ampersand Capital Trust is named as per SEBI registration About the AMC The firm started on 09 November 2015

Archer Capital

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

Ashmore Investment

Funds managed Fund name Asset Class License Ashmore alternative investment trust fund – SEBI AIF Cat 3 About the AMC The firm domiciled in Mumbai, established in 2016 Trust Name – Ashmore Alternative Investment Trust Fund Manager – Ashwini Agarwal, he is working in Ashmore since 2006 About Fund Manager-   Designated Partner and Portfolio Manager,

ASK Investment Managers

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

Athena Investment

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

Avendus (Cat3)

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

Vasisth Capital

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

Axis AIF

Funds managed Fund name Asset Class License Axis Equity Opportunities AIF -I Hedge Fund SEBI AIF Cat 3 In the website they say, Axis AMC currently offers funds within the CAT II & CAT III space but CAT-3 fund details are not available.  CAT 3 fund details – Date of First closing: 29-Mar-2019 and Commitments

Bay Capital

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

Blue Lotus Capital

Funds managed Fund name Asset Class License Blue Lotus Multi-Bagger fund PIPE( SME) SEBI AIF Cat 3 About the AMC Blue Lotus Capital (BLC) is an investment management and advisory firm which manages and advises various funds (PIPE ) Funds and Private Equity (PE) strategies. Current Funds manage and advise by BLC – SEBI registered

Franklin Templeton (AIF Cat3)

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

Carnelian Capital (Cat3)

Funds managed Fund name Asset Class License Carnelian Capital Compounder Fund 1 – Close Ended  Hedge fund (Long only) SEBI AIF Cat 3 About the AMC Asset management firm based out of Mumbai.  Key staff :  Vikas Khemani (Co-founder) – He is a CA and a CFA charterholder. He has 22 years of capital markets experience,

DSP Investment Managers

Funds managed Fund name Asset Class License DSP India Enhanced Equity Fund Hedge fund (Long-Short) SEBI AIF Cat 3 DSP Emerging Stars Fund Hedge fund SEBI AIF Cat 3 DSP AIF Pharma Fund Hedge fund SEBI AIF Cat 3 DSP Core Fund Hedge fund (Long Only) SEBI AIF Cat 3 DSP India Enhanced Equity SatCore

Edelweiss (AIF Cat3)

Funds managed Fund name Asset Class License Edelweiss Alternative Equity Scheme Multi-strategy hedge fund SEBI AIF Cat 3 PMS and International Investments services are also offered.  About Edelweiss Multi-Strategy Fund It is India’s first registered domestic hedge fund under the SEBI Category III Alternative Investment Fund Regulations (2012). The fund, Edelweiss Multi-Strategy Investment Trust (formerly

Emkay Global

Funds managed Fund name Asset Class License Emkay Emerging Stars Trust Long Only (small and mid cap) SEBI AIF Cat 3 About the AMC https://www.indiatoday.in/pti-feed/story/emkay-emerging-stars-launches-alternative-investment-fund-1062399-2017-10-11 Emkay was founded in 1995, launched Emkay Emerging Stars Trust, year close ended fund in october 2017.  Emkay Investment Managers, has achieved the milestone of Rs 200 crore of Assets

Equity Intelligence

Funds managed Fund name Asset Class License Equity Intelligence AIF Trust  Hedge fund SEBI AIF Cat 3 Other licenses could be PMS  About the AMC Founded in 2002 Performance of EQ India AIF in its first year of operation (Jul-17 to Mar-18) was 13.28% and for second year (FY19) was -25.22% vs Nifty returns of 0.93%

Eternity Capital

Funds managed Fund name Asset Class License Eternity Capital Fund Hedge fund SEBI AIF Cat 3 About the AMC Key staff: (Source – LinkedIn) Sanjeev Vaidyanathan – Sanjeev is the founder of Eternity Capital LLP. Earlier he was working with Seiga Asset Management (Hong-kong) and Fidelity Investments, Hong-kong as a global equity research analyst. Educational

Florintree Advisors

Funds managed Fund name Asset Class License <Fund name>  Hedge fund SEBI AIF Cat 3 Florintree runs a deep value strategy focused on capital protection. Since its inception in 2010, Florintree has outperformed the Nifty Index by 34% on an annualized basis at the end of January 2017.  Resource: (https://economictimes.indiatimes.com/news/company/corporate-trends/blackstones-pe-business-co-head-mathew-cyriac-quits-to-start-own-venture/articleshow/57155495.cms?from=mdr) About the AMC Florintree Advisors

Franklin Templeton (Cat3)

Funds managed Fund name Asset Class License Franklin India Long short equity AIF Long short SEBI AIF Cat 3 About the AMC Started in 1996 in India Information presented below taken from – https://www.pms-aif.com/investments/franklin-india-long-short-equity-aif/ (couldn’t find on the website) Fund manager Fund Manager Name: Mr Naganath Sundaresan  Fund Manager Experience: Total Exp – 30+ Years

Girik Capital

Funds managed Fund name Asset Class License Girik Multicap Growth Equity Fund Hedge fund SEBI AIF Cat 3 About the AMC Founded in 2009 Fund Manager – Varun Daga He holds a Bachelor of Management Studies, majoring in finance from Narsee Monjee College of Economics in 2006 He has developed proprietary systems and screeners in

Harmony Alternative

Funds managed Fund name Asset Class License Harmony Hedge Fund Multi-strategy Hedge fund SEBI AIF Cat 3 About the AMC It started in 2013. Important people Ramesh Kumar M. (Partner & Certified Financial Planner), Sudha K. (Partner & Certified Financial Planner), Vivek G. Hiremath (Chief Mentor of Research and Business Team). Harmony Hedge Fund has

ICICI Prudential Asset Management (Cat3)

Funds managed Fund name Asset Class License ICICI Prudential AIF Long Short Fund Long-Short Equities SEBI AIF Cat 3 <Fund name>  Long short equities SEBI AIF Cat 3 About the AMC ICICI Prudential AMC Ltd is a joint venture between ICICI Bank and ICICI Prudential Plc.  It has AUM in the mutual fund space. It

IDFC

Funds managed Fund name  Asset Class License  IDFC India Equity Hedge Tactical Fund Long short equities SEBI AIF Cat 3 IDFC India Equity Hedge-Conservative Fund. Hedge fund SEBI AIF Cat 3 About the AMC Started AIF in 2002 Fund Manager- Vijay Krishna Kumar, Director- Liquid Alternatives, and an early pioneer in Indian Long / short

IIFL Asset Management (Cat3)

Funds managed Fund name Asset Class License IIFL Alternative Opportunities Fund Hedge fund SEBI AIF Cat 3 IIFL Asset Management – Multi Strategy (Closed Ended) Hedge fund (Long Only) SEBI AIF Cat 3 IIFL Asset Management – High Growth (Closed Ended) Hedge fund (Long Only) SEBI AIF Cat 3 Note – IIFL Multi Strategy and

Ocean Dial Asset Management

Funds managed Fund name Asset Class License India Capital Growth Fund Small & Mid Cap Indian Equities (Closed Ended) – Long Only SEBI AIF Cat 3 Gateway to India Fund Indian Equities (Open Ended) – Long Only SEBI AIF Cat 3  Ocean Dial Systematic Equity Fund Equities – Long Only SEBI AIF Cat 3 About

IndiaBulls

Funds managed Fund name Asset Class License IndiaBulls Dual Commercial Asset Fund Hedge fund SEBI AIF Cat 3 Indiabulls investment trust ? IN/AIF3/18-19/0619 Indiabulls AIF (Cat II) (Registration no. IN/AIF2/14-15/0133), Indiabulls Investment Trust (Cat III) (Registration no. IN/AIF3/18-19/0619) and registered as a Portfolio Manager (Registration no. INP000004938). Mutual Fund, AIF and Portfolio Management services are

Microsec Wealth

Funds managed Fund name Asset Class License Innogrow Investment Trust Hedge fund SEBI AIF Cat 3 About the AMC Kolkata Based Company. Microsec Wealth has a strong and established track record in Equity Research and Wealth Management. Microsec Wealth is a SEBI registered Portfolio Manager and Manager to Alternative Investment Fund (AIF).  Key staff Mr.

ITI Group

Funds managed Fund name Asset Class License ITI Long Short Long Short Equity SEBI AIF Cat 3 About the AMC AMC was incorporated as Fortune Financial Services India Private Limited on June 14, 1991 . It was converted into public company on October 20, 1994. Further the name changed to “The Investment Trust of India

Karma Capital Advisors

Funds managed Fund name Asset Class License Karma Capital India Fund listed public equity markets SEBI cat 3 About the AMC Founded in 2005 by Nikhil Desai & Rushabh Sheth Key staff- Nikhil Desai, Director & Cofounder KCA ,(prior work ex- Portfolio Manager, at ASK Raymond James, Head of its Equity Assets business at ABN

Karvy Capital

Funds managed Fund name Asset Class License Karvy Capital Alternative Investment Trust Hedge fund SEBI AIF Cat 3 Other licenses   Stock Broking, Registry Services, NBFC, Debt Services, Commodities Broking, Data Management, Institutional Equities, Investment Banking, PMS About the AMC Incorporated in 1979 Key staff- Kedar Deshpande, Director, Karvy Capital Ltd. Prior work experience-  the

Kelly Gamma

Funds managed Fund name Asset Class License Kelly Gamma Multi-strategy Fund SEBI AIF Cat 3 Investment goals of the fund: To provide investors with long term capital appreciation with a sustainable outperformance over a predetermined benchmark. Offer investors, under one umbrella, an opportunity to invest across asset classes, both listed and private and achieve a

Kotak Investment Advisors (Infra)

Funds managed Fund name Asset Class License The India Whizdom Fund PIPE Investments AIF CAT 3 Kotak Private Equity Kotak Infrastructure Fund Infrastructure India focused infrastructure fund domiciled in Singapore. Kotak Realty Fund-Private Equity Real Estate Fund Kotak Special Situations- About Alroy Lobo (CEO-Listed Strategies), Bhavin Shah (Director), Gagan Thareja (Vice-President). Alroy Lobo- Chartered Financial

Kotak Investment Advisors (Cat3)

Funds managed Fund name Asset Class License The India Whizdom Fund Hedge fund (PIPE)Kotak Listed strategy SEBI AIF Cat 3 About the AMC Established in 2005 Key staff – S. Sriniwasan (Srini), MD Kotak Investment Advisors Limited,currently heads Kotak Investment Advisors Limited (KIAL). Also a member of the (FICCI) committee for policy initiatives on Foreign

Lares Softech

Funds managed Fund name Asset Class License Lares Alpha Scheme Hedge fund SEBI AIF Cat 3 https://lares.co.in/hedge-fund/ About the AMC It was started by Maya Sharan Singh in March 2009. The founder has a previous work experience in India Bulls as Assistant Branch Manager dealing in Equity and Derivatives instruments. He is an alumni of

Magadh Capital

Funds managed Fund name Asset Class License Magadh Capital Long only (Listed Securities) SEBI AIF Cat 3 About the AMC Magadh Capital AIF is registered as a trust, Magadh Capital Advisors LLP is the Sponsor of Magadh Capital AIF, got the license in 2016 Key staff-Founder and CEO: Vipul Prasad (prior work experience- Morgan Stanley

Malabar Investments

Funds managed Fund name Asset Class License Malabar Capital Trust Hedge fund SEBI AIF Cat 3 About the AMC Founded in 2008, backed by value investors of the US Key staff – Akshay Mansukhani, Grishma Shah, Rajat Mahajan   Akshay Mansukhani- Joined in 2009,  BSE and MBA from the Wharton School of the University of Pennsylvania,

Mavenvest Capital Partners

About AMC Mavenvest Capital Partners LLP is a Limited Liability Partnership firm that was incorporated on 9th July 2010.  https://www.zaubacorp.com/company/MAVENVEST-CAPITAL-PARTNERS-LLP/AAA-1773 Key Persons: Vishwanath Prasad Singh: Partner at Mavenvest Capital Partners LLP Has recently worked in financial institutions like Reserve Bank of India (RBI), Industrial Development Bank of India (IDBI), Tanzania Development Finance Company, Industrial Finance

ProAlpha Capital/ Monsoon Capital

Funds managed Fund name Asset Class License ProAlpha QG Dynamic Equity Fund (QGD) Long only SEBI AIF Cat 3 About the AMC ProAlpha Capital, a subsidiary of US-based Monsoon Capital, was formed in 2016 Key staff- Rishi Kohli, MD & CIO at ProAlpha Capital, prior work experience – Rishi was Head of Equity Derivatives at

Motilal Oswal (AIF)

Funds managed Fund name Asset Class License Focused Emergence Fund Long Only Equity SEBI AIF Cat 3 Value Strategy  Equity Concentrated (Large Cap) PMS India Opportunity Portfolio Equity Concentrated (Small & Mid Cap) PMS India Opportunity Portfolio 2 Equity Concentrated (Small & Mid Cap) PMS Business Opportunities Portfolio Equity Concentrated (Multi Cap) PMS Next Trillion

Nepean Capital

Funds managed Fund name Asset Class License Nepean Investment Trust PIPE SEBI AIF Cat 3 About the AMC Nepean Capital is an Engagement Fund that invests in listed Mid & Small Cap companies in India that have identifiable triggers over the next 12-48 months. Its structured as an Alternative Investment Fund (AIF) Category III headquartered in

Next Orbit Ventures

Funds managed Fund name Asset Class License Next Orbit Growth Fund III Hedge fund SEBI AIF Cat 3 About the AMC Next Orbit is a multi-asset fund managing firm investing in the debt and equity of growing companies to create long-term sustainable value for them and to generate superior returns for investors. With approximately $3

Nippon India Alternative Investments

Funds managed Fund name Asset Class License NIEO Scheme1Formalization of Indian economy, move from unorganised to organised sector Listed Equity-mid & smallcap SEBI AIF Cat 3 NIEO Scheme2Participate in financial service boom Listed Equity -mid & smallcap SEBI AIF Cat 3 NIEO Scheme3Participate in millennial opportunity Listed Equity -mid & smallcap SEBI AIF Cat 3

Northern Arc

Funds managed Fund name Asset Class License IFMR FImpact Investment Fund  Social Venture Fund SEBI AIF Cat 1 IFMR FImpact Long-Term Multi-Asset Class Fund Debt Fund SEBI AIF Cat 2 IFMR FImpact Medium Term Micro Finance Fund Debt Fund SEBI AIF Cat 2 IFMR Long Term Credit Fund Debt Fund SEBI AIF Cat 2 IFMR

o3 Capital

Funds managed Fund name Asset Class License o3 Capital AIF  Hedge fund SEBI AIF Cat 3 About the AMC o3 Capital is a mid-market investment bank, providing financial and strategic advice to clients. The firm is built simply on two core businesses – corporate finance and alternate asset management. They provide a combination of insights,

Old Bridge Capital

Funds managed Fund name Asset Class License Vantage Equity Fund Not known SEBI AIF Cat 3 Long Term Equity Fund Not known SEBI AIF Cat3 Name not known Not known SEBI AIF cat3 About the AMC Founded by Kenneth Andrade. 3 AIF funds – 2 closed ended and 1 open ended fund Key staff- Kenneth

Oyster Rock Capital

http://oysterrockcapital.com/  C-36, FLOOR -3, B, JAYANT APARTMENTS,  APPASAHEB MARATHE MARG,  PRABHADEVI  MUMBAI ( Maharashtra), India  400025  Email – [email protected]             [email protected] Funds managed- Name of the fund is not mentioned- but with the help of the media article we know that its close ended fund invests in mid cap stocks. Fund name Asset Class License Fund

Perpetuity Ventures

http://www.perpetuity.co.in/ Funds managed Fund name Asset Class License Perpetuity Funds Equities SEBI AIF Cat 3 About the AMC Perpetuity Ventures was started by Deepali Singhal in August 2017 Key staff : Abhishek Singhal , Managing Partner and Chief Investment Officer                         Dion Stéfan Büchner , Global Healthcare Advisor Deepali Singhal : Deepali has worked with organisations

PremjiInvest (Family Office)

3134, Next to Wipro Corporate Office, Doddakannelli, Sarjapur Road, Bangalore – 560 035. [email protected] 080-30278126  / 09845069360. Funds managed https://www.vccircle.com/premjiinvest-leads-series-e-round-in-us-artificial-intelligence-unicorn-apttus Fund name Asset Class License Pioneer Investment Fund Long only (PIPE) SEBI CAT 3 About the fund  Pioneer Investment Fund was started by PremjiInvest on the 1st of November 2016. Ramesh Ramaiah is one of

Renaissance Investment Managers

FUND NAME ASSET CLASS LICENSE India Next Fund  Long only equity   SEBI CAT 3 https://www.business-standard.com/article/finance/renaissance-investments-managers-india-next-fund-to-invest-in-equities-118073001352_1.html (for the above fund) About the AMC ·   Inception Year- 1st Jan 2018 ·   Number of Stocks- 10-15 ·   Founded by- Pankaj Murarka ( Founder and CIO of Renaissance Investments. ·   Focuses on creation of wealth

SageOne Investment Advisors

Funds managed Fund name Asset Class License SageOne Flagship Growth 1 Fund Hedge fund-Long only SEBI AIF Cat 3 SageOne Flagship Growth 1 Fund Market Cap Focus Portfolio Construction Open/Close Ended MultiCap Weighted by Conviction Close-ended (for 4 years from final close in March-2020) About the AMC Seven years ago(2013), SageOne Investment Advisors (SOIA) started

Samvitti Capital

Funds managed Fund name Asset Class License Samvitti Capital Alternative Investment Fund Long only SEBI AIF Cat 3 Samvitti Capital Alpha Fund Long short equities SEBI AIF Cat 3 Samvitti Capital Alpha Opportunities Fund Multi Strategy SEBI AIF Cat3 About the AMC Key staff- Athul Kudva, Chief Executive Officer (an engineer from the National Institute

Sankhya Ventures

Funds managed Fund name Asset Class License India Credit Opportunities Fund Hedge fund SEBI AIF Cat 3 About the AMC https://in.linkedin.com/in/sanjay-mithal-691838161 Sankhya Ventures LLP is a partnership with a focus on managing a family of Category–III, Alternative Investment Funds (AIFs). Sankhya India Credit Opportunities Fund, the first of this family, is an open-ended, MSME Mezzanine

SBI Funds Management

Funds managed Fund name Asset Class License Alternative Equity Fund SEBI AIF Cat 3 Growth with Values PMS About the AMC Joint Venture between SBI and AMUNDI (France), one of the world’s leading fund management companies. SBI Funds Management has emerged as one of the largest player in India advising various financial institutions, pension funds,

Shepherd’s Hills Group

Funds managed Fund name Asset Class License Shepherd’s Hill Private Investment Trust  – SEBI AIF Cat 3 About the AMC Shepherd’s Hill is an India-based investment adviser and asset manager. Shepherd’s Hill is registered with the Securities and Exchange Board of India, India’s securities market regulator. Shepherd’s Hill offers investors in India and around the

Sundaram Alternate Assets

Funds managed Fund name Asset Class License Nano Cap Series I and II Hedge fund-Long Only Small Cap SEBI AIF Cat 3 Sundaram India Premier Fund Hedge Fund-Long Only SEBI AIF Cat 3 About the AMC Sundaram Alternate Assets Ltd. is a spin-off of Sundaram Asset Management Company Limited, that caters to the investment needs

TCG Asset Management

Funds managed Fund name Asset Class License Primario Fund Style                                 Hedge fund SEBI AIF Cat 3 Long / Short Fund Style:                                Long short equities SEBI AIF Cat 3 About the AMC Fund Manager- Chakri Lokapriya 20 years of managing Absolute and relative BRIC and Global funds at J.P. Morgan, New York; BNP Paribas Investment Partners,

Trustline Holdings

Funds managed Fund name Asset Class License Intrinsic Deep Alpha Fund Equities Long Only –Micro Cap Focus SEBI AIF Cat 3IN/AIF3/19-20/0706 Small sized fund: (SME & Microcap focus) This allows us the luxury to target highly promising companies with a market capitalisation as low as INR 100 crores. Ahead in the value curve: Early investment

Unificap

Funds managed Fund name Asset Class License Unifi High Yield Fund High yield bond and event driven  SEBI AIF Cat 3 Unifi Green Fund Listed Equity (Mid and small cap) SEBI AIF Cat 3 Unifi Blend Fund Listed Equity SEBI AIF Cat 3 About the AMC Unifi was established in 2001 Sarath K. Reddy, CIO

Varanium Capital Advisors

Funds managed Fund name Asset Class License VARANIUM Dynamic AIF(Started in Nov, 2016) Hedge fund (Open Ended, Long Short Equity Fund) SEBI AIF Cat 3 Varanium NexGen Fund Venture Capital SEBI AIF Cat 1 Varanium Hospitality Fund Theme Based – Private Equity SEBI AIF Cat 2 (Source – PMS AIF World-https://www.pms-aif.com/investments/varanium-dynamic-aif/ ) About the AMC

VEC Alternative

Funds managed Fund name Asset Class License VEC Alternatives Investment Fund Hedge fund SEBI AIF Cat 3 About the AMC Founded on 19th April, 2013 Fund Manager- Arun Mehra (MBA from the University of Chicago, and M.Sc. from the University of Arizona and Bachelors of Engineering from the University of Delhi.) He was involved in

Spark Capital

FUND NAME ASSET CLASS LICENSE Spark Alpha Fund 1 Closed-ended, Long only SEBI AIF CAT 3 India@75 Flexicap strategy Open-ended, Long only(Portfolio of 20-25 stock with investment of 5 million) PMS India@75 Core and Satellite strategy Short(Portfolio of 12-18 stock with investment of 20 million) PMS About AMC Incorporation- 14th March 2016 Achieve success by

Zerodha

Funds managed Fund name Asset Class License True Beacon Long Bias ( long only- 65%& long short- 35%) SEBI AIF Cat 3 About the AMC True Beacon is a equal join venture of Zerodha’s co-founders Nikhil Kamath and Nithin Kamath, founded in August 2019. Nikhil Kamath ,Co-Founder and Chief Investment Officer, co-founded Zerodha and Kamath

Suvitta Capital Trust

Funds managed Fund name Asset Class License Not Available  Hedge fund SEBI AIF Cat 3 About the AMC Suvitta Capital Trust is a SEBI (The securities and market regulator in India) registered Hedge Fund (AIF Category 3 Fund) that invests based on quantitative strategies.  Key staff : Vishal Nathan Vishal is an alumni of IIT Madras

TCG Asset Management

Funds managed Fund name Asset Class License Primario Fund Style                                 Hedge fund SEBI AIF Cat 3 Long / Short Fund Style:                                Long short equities SEBI AIF Cat 3 Other licenses could be PMS  About the AMC Fund Manager- Chakri Lokapriya 20 years of managing Absolute and relative BRIC and Global funds at J.P. Morgan, New York;

Tortoise Investment

Funds managed Fund name Asset Class License Tortoise Fund SEBI AIF Cat 3 About the AMC Incorporated on July 25th, 2018 There are 2 Directors/Signatories associated with Tortoise Investment Management Llp. They are: Sandeep Dipak Randery and Puja Sandeep Randery. No further information can be found. Investment Philosophy (for firm) First philosophy, then process if

Unificap

Funds managed Fund name Asset Class License Unifi High Yield Fund High yield bond and event driven  SEBI AIF Cat 3 Unifi Green Fund Listed Equity (Mid and small cap) SEBI AIF Cat 3 Unifi Blend Fund Listed Equity SEBI AIF Cat 3 About the AMC Unifi was established in 2001 Sarath K. Reddy, CIO

Golden Jupiter Capital

Funds managed FUND NAME ASSET CLASS LICENSE Jupiter Alternative Investment Fund 1 Open- ended AIF Cat III Jupiter Alternative Investment Fund 1 (“Jupiter AIF 1”) is an open ended scheme offered by Jove Trust. Jupiter AIF 1 targets top 150 companies trading in National Stock Exchange (NSE) and uses a proprietary quantitative strategy, with no

Varanium Capital Advisors

Funds managed Fund name Asset Class License VARANIUM Dynamic AIF(Started in Nov, 2016) Hedge fund (Open Ended, Long Short Equity Fund) SEBI AIF Cat 3 Varanium NexGen Fund Venture Capital SEBI AIF Cat 1 Varanium Hospitality Fund Theme Based – Private Equity SEBI AIF Cat 2 (Source – PMS AIF World-https://www.pms-aif.com/investments/varanium-dynamic-aif/ ) AIF CAT 1

Motilal Oswal Asset Management (PMS)

Funds managed Fund name Asset Class License Value Strategy Multi cap PMS Business opportunity portfolio Multi cap PMS Next trillion dollar opportunity Multi cap PMS India opportunity portfolio strategy Multi cap – small and mid cap PMS India opportunity portfolio strategy V2 Multi cap – small and mid cap PMS About the AMC Motilal Oswal

Marcellus

Funds managed Fund name Asset Class License Consistent compounder PMS(CCP) Long only equity (Multi cap) PMS Little Champ Long only equity (Small cap) PMS Consistent compounder offshore fund Long only equity (international) PMS King of Capital Long only equity (financials) PMS About Marcellus Investment Managers was founded in 2018 with the sole purpose of influencing

Invesco Asset Management PMS

Funds managed Fund name Asset Class License Large Cap Core Portfolio Equity Large cap PMS Panther Portfolio Equity PMS Leo Portfolio Equity PMS Caterpillar Portfolio Equity Mid & Small Cap Biased PMS Infrastructure Portfolio Equity (Infrastructure related) PMS Sector Opportunities Portfolio Equity (sector rotation) PMS Cash Management Portfolio Units of debt/ Liquid schemes PMS Active

ICICI Prudential PMS

Funds managed Model portfolio Investment strategy License Large cap portfolio Large Cap- Growth PMS Flexi cap portfolio Multi-cap PMS Value portfolio Multi-cap with a bias towards Mid-Caps PMS Contra portfolio Contrarian PMS Infrastructure portfolio Large cap and mid cap- closed to subscription PMS Export portfolio Market cap agnostic- closed PMS Wellness portfolio Market cap agnostic-closed

Axis Asset Management (MF)

About Set up in January 2009 as a wholly-owned subsidiary of Axis Bank, India’s third-largest private sector bank. Schroder Investment Management (Singapore) Limited (SIMSL) through its wholly owned subsidiary, Schroder Singapore Holdings Private Limited (SSHPL), holds 25% of the total issued and paid up equity share capital plus one share in Axis AMC and Axis

Karnataka Asset Management

Funds managed Fund name Asset Class License KITVEN Fund Early stage- Liquidated SEBI AIF Cat 1 KITVEN Fund- 2 Early stage SEBI AIF Cat 1 KITVEN Fund- 3 (Biotech) Early stage SEBI AIF Cat 1 KITVEN Fund- 4 (AVGC) Early and Later stage SEBI AIF Cat 1 KARSEMVEN Fund Early and Later stage SEBI AIF

Kotak Asset Management

Funds managed Fund Name Asset Class License Kotak Medium Term Fund Debt SEBI AIF Cat 2 Kotak Bond Fund Debt SEBI AIF Cat 2 Kotak Bond Short Term Fund Debt SEBI AIF Cat 2 Kotak Banking and PSU Debt Fund Debt SEBI AIF Cat 2 Kotak Gilt Fund Debt SEBI AIF Cat 2 Kotak Dynamic

IDFC Alternatives

Funds managed Fund name Asset Class License IDFC Private Equity Fund IV PE SEBI AIF Cat 2 IDFC Private Equity Fund III PE SEBI AIF Cat 2 IDFC Private Equity Fund II PE SEBI AIF Cat 2 IDFC Real Estate Yield Fund Real Estate SEBI AIF Cat 2 India Development Fund Infrastructure SEBI AIF Cat

FirstCapital

Funds managed Fund name Asset Class License FirstCapital Alternate Investment Trust PE- Early to Mid stage SEBI AIF Cat 2 About the AMC FirstCapital is a “Full service financial services group in India.” FirstCapital is  engaged with various private equity firms in India and abroad. We consult across sectors, though with a specific focus on

Faering Capital

Funds managed Fund name Asset Class License Faering Capital Evolving Fund Growth Stage SEBI AIF Cat 2 Faering Capital Evolving Fund II Private Equity/ Growth Stage SEBI AIF Cat 2 About the AMC Faering Capital was founded in 2009 as a private equity & venture capital firm. It manages Rs. 2,100 crores (approx. $350 mn)

Care Portfolio Managers

Funds managed Strategy Asset Class License Care growth plus value Small and Mid cap PMS About the AMC Care PMS was founded by Arpit Shah in 2007 Fund obtained SEBI registration to serve as a Portfolio Manager in year 2011 and started offering services to clients. They manage assets under management of INR 235 crores

Unifi Capital

Funds managed Fund name Asset Class License Insider Shadow Fund(open for subscription) Long only equity (midcap) PMS BC-AD Fund(open for subscription) Long only equity (midcap) PMS Blended – Rangoli Fund(open for subscription) Long only equity (midcap) PMS Green Fund(closed for subscription) Long only equity PMS APJ 20 Fund(closed for subscription) Long only equity PMS Spin Off Fund(closed for

Sameeksha Capital

Funds managed Fund name Asset Class License Sameeksha India Long Only Equity Fund Equity PMS Sameeksha India Long Biased Equity Fund Equity PMS About Sameeksha Capital is a SEBI registered PMS, founded by Bhavin Shah in April 2016. Eswar Menon, Fund Advisor The AUM of the Sameeksha Capital is about 267 crores. Sameeksha Capital Private

IDFC PMS

Funds managed Fund name Asset Class License IDFC Neo Equity Portfolio Fund Multicap PMS About the AMC IDFC AMC introduced a pioneering and unique PMS powered by AI (Artificial Intelligence) in 2017, bringing AI techniques in equity fund management to Indian investors. Total AUM is $ 10,188,811USD The PMS product is a focused portfolio of

JM Financial Group

Funds managed Fund name Asset Class License JM Financial India Fund PE- growth stage SEBI AIF Cat 2 JM Financial India Fund II PE- early to growth stage SEBI AIF Cat 2 JM Financial Yield Enhancer Distressed Opportunity Fund I https://www.sebi.gov.in/sebi_data/intermediaryfiles/jun-2019/1560236759453.pdf About the funds JM Financial India Fund, launched in 2006, is a growth-focused private

Quest Investment Advisors

Funds managed Fund name Asset Class License Flagship Not Available PMS Multi Not Available PMS Focus Not Available PMS About Founded by Mr. Ajay Sheth in the late 1980s, they  have been in the Indian capital markets for 3 decades. Their focus was initially on providing research in the small and midcap space to FIIs,

Nine Rivers Capital

Funds managed Fund name Asset Class License Aurum Small Cap Opportunities Small Cap PMS About the AMC Nine Rivers Capital Holdings Private Limited is a Private incorporated on 01 November 2007. On the back of strong equity legacy, Nine Rivers Capital distinguishes itself as an asset management firm that exclusively focuses on small cap public

Lakewater

Funds managed Fund name Asset Class License Lakewaters PMS Equity PMS Lakewaters PMS: Number of stocks – 15-25 Portfolio Strategy: Invest in sectors that have long term growth opportunities. Innovation is key to growth. A company needs to innovate. To innovate it should be supported by strong Research and Development investment. Innovation should not be

Nippon India PMS

Funds managed Fund name Asset Class License Absolute Freedom Large and Mid cap equity PMS High Conviction  Multi cap equity PMS Emerging India Small and Mid cap equity PMS India Economic Transformation Multi cap equity PMS Absolute Freedom Inception Date: 24 September 2004 Number of Stocks : 20-25 Fund Manager Name: Varun Goel Portfolio construct

Kotak PMS

Funds managed Fund name Asset Class License Small and mid cap strategy Small and Mid cap PMS Special situations valueportfolio Multi-cap PMS Pharma- wealth creator in the last cycle PMS About the AMC Kotak PMS, one of the largest portfolio management services in India and is part of the Kotak Mahindra Group and operates under

IIFL Asset Management (MF)

About Launched in 2008, IIFL Asset Management Ltd. is an India-focused global asset management firm, with the objective of providing differentiated investment products for investors around the world. In 2022, IIFL Wealth & Asset Management rebranded itself as 360 ONE.  IIFL AMC manages an AUM of more than INR 55,000 crores (~$6.7 billion @ INR

ONCG Startup

Funds managed Fund name Asset Class License ONGC StartUp Fund  Seed Stage + Later Stages SEBI AIF Cat 1 10 PSU’s joined hands with the government in the startup india initiative for raising INR 320cr’ from which ONGC alone contributed INR 100cr. About the AMC “Start-up India” is a flagship initiative of the Government of

Kohlberg Kravis Roberts (KKR)

Funds managed Fund name Asset Class License KKR INDIA DEBT FUND I Private Debt SEBI AIF Cat 2 KKR INDIA DEBT OPPORTUNITIES FUND II Private Debt SEBI AIF Cat 2 KKR INDIA DEBT OPPORTUNITIES FUND III Private Debt SEBI AIF Cat 2 KKR India Real Estate Opportunities Fund – I Real Estate SEBI AIF Cat

Sathguru Catalyser Advisors

Funds managed Fund name Asset Class License Innovation in Food and Agriculture Fund (IFA fund)  VC/ Early Growth stage SEBI AIF Cat 1 About the AMC Sathguru Catalyser Advisors Private Limited (SCA) is the Asset Management Company of Innovation in Food & Agriculture Fund (IFA Fund) that invests in Innovation driven growth enterprises in the Food

Orios Venture Partners

Funds managed Fund name Asset Class License Orios Select Fund I Early stage SEBI AIF Cat 1 Orios Venture Partners Fund Early stage SEBI AIF Cat 1 Orios Venture Partners Fund I Early stage SEBI AIF Cat 1 About the AMC Orios Venture Partners is an early stage VC firm.  Their team consists of a

Chiratae Ventures

Funds managed Fund name Asset Class License Chiratae Ventures India Fund IV Seed, early & expansion stage SEBI AIF Cat 1 About the AMC Chiratae Ventures previously known as IDG Ventures is a Bangalore based company. ‘Chiratae’ – denotes leopard. According to them, many members of their team are wildlife enthusiasts and nature lovers. Not

Avaana Capital

Funds managed Fund name Asset Class License Avaana Capital Growth Fund I PE/ VC SEBI AIF Cat 2 About the AMC Avaana Capital is a venture capital & private equity firm. It invests in early and growth stage companies. It was founded by Anjali Bansal in 2018. It specializes in such as, strategy, business development, capability

The Carlyle Group

About the AMC The Carlyle Group is an American multinational private equity, alternative asset management and financial services company. It specializes in corporate private equity, real assets, and private credit. $217 billion of assets under management across 4 core business segments and 392 investment vehicles. Founded in 1987 in Washington D.C their global team today

SBI CAP

Funds managed Fund name Asset Class License Neev Fund Infrastructure SEBI AIF Cat 1 SWAMIH Investment Fund I Real Estate SEBI AIF Cat 2 SVL – SME Fund SME SEBI AIF Cat 2 Neev Fund is the outcome of a partnership between State Bank of India and UK’s Department for International Development (DFID). Neev fund

TPG Capital

About the AMC https://www.livemint.com/Companies/rMwI1wb9mlv4rSWzD6WtwN/TPG-Group-changes-India-investment-approach.html In 1992 David Bonderman and Jim Coulter former colleagues at legendary Bass Family Office opens first TPG office in California. TPG is abbreviation for Texas Pacific Group. In 1994 TPG became one of the first private equity firms to begin investing in China and exploring opportunities throughout the continent with creation

NAB Ventures

Funds managed Fund name Asset Class License NAB Ventures Fund I PE SEBI AIF Cat 2 About the AMC Nabventures Limited is the Investment Manager to Nabventures Fund I, a fund focused on early to mid-stage start-ups in agriculture, agtech, food and rural businesses (including tech based rural healthcare, education, agri/rural fintech). Nabventures Fund I

Northern Arc

Funds managed Fund name Asset Class License IFMR FImpact Long Term Multi Asset Class Fund Debt SEBI AIF Cat 2 IFMR FImpact Medium Term Microfinance Fund Debt SEBI AIF Cat 2 IFMR Long Term Credit Fund(Fund I) Debt SEBI AIF Cat 2 IFMR Medium Term Opportunities Fund Debt SEBI AIF Cat 2 IFMR FImpact Income

A91 Partners

Funds managed Fund name Asset Class License A91 Emerging Fund I Series-B and -CSmall to mid-size AIF Cat 2 About the AMC Incorporation Date- 4th June 2019. Inspired by how the Indian entrepreneurship has evolved over the last 25 years and possibilities for more years to come. Key staff Gautam Mago (General Partner) Specialised in

Andhra Pradesh Urban Infrastructure

Funds managed Fund name Asset Class License Andhra Pradesh Urban Development Fund Infrastructure SEBI AIF Cat 2 About the AMC Andhra Pradesh Urban Development Fund (APUDF), a Fund aiming at High Socio-Economic impact by investing in Companies or Projects or Urban local bodies or other Urban Development Agencies operating in the State while delivering sustainable

Piramal Fund Management

Funds managed Fund name Asset Class License IIFL Income Opportunities Series – Special Situations Debt SEBI AIF Cat 2 Piramal Asset Resurgence Fund Distressed assets SEBI AIF Cat 2 Piramal Ivanhoe Residential Equity Fund I Real Estate SEBI AIF Cat 2 About Piramal Fund Management Pvt Ltd (PFMPL) is the fiduciary arm of the financial

Enam Asset Management

Funds managed Fund name Asset Class License ENAM India Core Equity (EICE) Portfolio Equity Concentratedlong only, high conviction portfolio PMS ENAM India Diversified Equity Advantage Portfolio (EIDEA) Diversified Equitylong only, high conviction portfolio PMS Strategies: Large Cap Strategy Diversified Strategy Small – Mid Cap Strategy About the AMC Establishment year- 1997 (Registered as Portfolio Manager

Amicus Capital Partners

Funds managed Fund name Asset Class License Amicus Capital Partners India Fund I PE SEBI AIF Cat 2 About the AMC Amicus Capital is a private equity firm that invests in high growth middle-market companies in India. With funds under management of USD 88 Million, we are backed by marquee investors including global institutions, large

Carnelian Asset Advisors

Funds managed Fund name Asset Class License Carnelian Capital Compounder Strategy Long only- multicap PMS Carnelian Capital Compounder Fund Hedge Fund SEBI AIF Cat 3 About the AMC Carnelian Asset Management, an investment management firm was founded by Vikas Khemani, Manoj Bahety, Sachin Jain, and Swati Khemani to pursue their passion towards investing in capital

AccuraCap

Funds managed Fund name Asset Class License Alpha 10 Public Equities (Large Cap) PMS Pico Power Public Equities (Mid Cap) PMS Dynamo Alpha 10 Inception Date: 19 September 2011 Product Profile: The Investments under the strategy predominantly comprise of stocks having Larger Market Caps. The objective is to outperform the BSE 100 Index through constructing

Alpha Alternatives

Funds managed Fund name Asset Class License Asia Special Opportunity Fund I (singapore based) Credit fund India Special Opportunity Fund I Senior Secured Credit Fund SEBI AIF Cat 2 Alpha Special Opportunity Fund II Special situations and stressed asset opportunities SEBI AIF Cat 2 India Special Opportunity Fund (ISOF) was launched in 2018 as an

Aditya Birla PE Advisors

Funds managed Fund name Asset Class License Aditya Birla Private Equity – Fund I mid-market, high-growth AIF Cat 2 Aditya Birla Private Equity – Sunrise Fund mid-market, high-growth AIF Cat 2 About the AMC Subsidiary of Aditya Birla Capital Company. Provides companies with strategic direction for their growth and operations. Key staff Vandana Rajashyaksha (Investment

Avendus Private Equity

Funds managed Fund name Asset Class License Zodius Growth Fund PE- Growth stage SEBI AIF Cat 2 Future Leaders Fund PE- Late stage SEBI AIF Cat 2 Avendus Structured Credit Fund 1 Private Debt-Close ended investment fund SEBI AIF Cat 2 Avendus India Opportunities Fund Hedge Fund-PIPE SEBI AIF Cat 2 About the AMC Established

AWE Funds

Funds managed Fund name Asset Class License AWE Early Growth Fund I Pre series A & series A AWE Seed Fund I Seed Fund About the AMC Founded by Seema Chaturvedi. Achieving Women Entrepreneurs (AWE) Early Growth Trust is registered with SEBI under AIF cat 2. Key staff Seema Chaturvedi, Founder & MP, she has

2point2 Capital

2Point2 Capital Advisors LLP is a SEBI registered Portfolio Management Services (PMS) provider (vide registration number INP000005190). About the AMC Co-founded in 2016 by Amit Mantri and Savi Jain. They were batchmates at IIT Kharagpur during graduation. The founders studied together at IIT Kharagpur more than a decade back. “2.2” is the length in kilometers

Alchemy Alternative

Funds managed Fund name Asset Class License Alchemy Leaders of Tomorrow Hedge fund(Long only) SEBI AIF Cat 3 Alchemy High Growth Equity Diversified (multi-cap growth) PMS Alchemy High Growth – Select Stock Equity Concentrated (multi-cap growth) PMS Alchemy Leaders Equity Diversified (large –cap growth) PMS Alchemy Ascent Listed Equities (multi-cap growth) PMS https://cafemutual.com/news/cafe-alt/18190-one-year-performance-of-long-only-aifs (Alchemy Leaders

Aequitas Investment

Aequitas is a SEBI registered Portfolio Management Service (PMS). About the AMC Neerav Shah (co-founder) and Siddhartha Bhaiya (co-founder) Something about the key fund manager eg where they worked before and where they studied Currently, Aequitas has around INR 10 billion assets under management and is poised for exponential growth in the years to come.

Ask Investment Managers

Funds managed Model Portfolio Strategy License Growth Strategy Portfolio Multi-cap PMS Life Strategy Portfolio Multi-cap PMS Indian Entrepreneur Strategy Portfolio Multi-cap PMS Strategic Portfolio Multi-cap PMS India Select Portfolio Multi-cap PMS Domestic Resurgence Portfolio Multi-cap PMS About the AMC Ask Investment Managers Limited (ASKIM) is an asset and wealth management company. It was founded by

Clayton, Dubilier & Rice (CD&R)

Funds managed Fund name Asset Class License Clayton, Dubilier & Rice Fund Xi-a PE Clayton, Dubilier & Rice Fund X PE CD&R Associates X PE About the AMC Since 1978, boards, CEOs, family owners, and entrepreneurs have turned to CD&R as their trusted partner to help businesses grow profitably. Their presence in North America and

Abakkus Asset Manager

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

Scale Ventures

Funds managed Fund name Asset Class License Scale India Innovation Fund Early stage SEBI AIF Cat 1 About the AMC Scale Ventures is a Pune based company and was founded  in 2016. A team of passionate change-makers wanting to bring entrepreneurial disruption in the country. We are strong supporters of innovation and intend to be

Sequoia

Funds managed Fund name Asset Class License Sequoia (fund 1-6) Early stage and follow-ups SEBI Cat 1 About the AMC Sequoia Capital is an American venture capital firm Sequoia Capital India was formed in 2000 and is based in Bengaluru, India with additional offices in Mumbai and New Delhi, India; Singapore, Menlo Park, California, Herzliya,

Tamil Nadu IFMC

Funds managed Fund name Asset Class License Tamil Nadu Shelter Fund VC/ Social SEBI AIF Cat 1 Tamil Nadu Infrastructure Fund Infrastructure SEBI AIF Cat 1 About the AMC Tamil Nadu Shelter Fund (TNSF) invests in affordable housing and/or in-situ livelihood infrastructure, and by doing so emancipates vulnerable people and economically weaker sections. It aims

Unicorn India Ventures

Funds managed Fund name Asset Class License Unicorn India Venture (equity fund) Early stage (including seed) SEBI Cat 1 India 2020 Unicorn India Venture (debt fund) Later stage SEBI Cat 1 Unicorn India Venture (equity fund- II) Early stage (including seed) SEBI Cat 1 Unicorn Ascencion EIS fund (UK startups) Early stage About the AMC

Utthishta Management Advisors

Funds managed Fund name Asset Class License Utthishta Yekum Fund VC/ Seed SEBI AIF Cat 1 About the AMC M Prabhakar Rao, chairman of Hyderabad-based Rs 5,600-crore Nuziveedu Seeds Limited (NSL Group), as its anchor investor. Invests in startups which have a focus in B2B software, web, mobile and cloud computing picking up 10-15% stake

YourNest Venture Capital

Funds managed Fund name Asset Class License YourNest Angel Fund-I Early stage VC SEBI AIF Cat 1 YourNest Indiac VC Fund-II Early stage VC SEBI AIF Cat 1 YourNest India VC Fund-III Early stage VC SEBI Cat 1 About the VC Fund-II The fund is a SEBI registered category 1, AIF (IN/AIF1/16-17/0267) dated October 13,

Orios Venture Partners

Funds managed Fund name Asset Class License Orios Select Fund 1 Early stage SEBI Cat 1 Orios Venture Partners Fund Early stage (Retail, education, healthcare and lending) SEBI Cat 1 Orios Venture Partners Fund II Early stage SEBI Cat 1 Orios Venture Partners Fund III SEBI Cat 2 About the AMC Founded in 2008; earlier

Z Nation Lab

Funds managed Fund name Asset Class License Z Nation Lab Growth Fund VC/ Seed SEBI AIF Cat 1 About the AMC Amit is a Chartered Accountant from India and worked for Citibank, PwC, Grant Thornton and KPMG in India and USA. He has also done an executive PE & VC studies from Harvard University and

Matrix Partners India

Funds managed Fund name Asset Class License Fund 1 Seed, series A, B & C Fund 2 Seed, series A, B & C Fund 3 Seed, series A, B & C About the AMC Early-stage (seed, series A & series B) investors based in Mumbai, Bangalore and Delhi. Matrix Partners began in Boston in 1977,

Morning Glory Capital Advisors

Funds managed Fund name Asset Class License Morning Glory Trust SME SEBI AIF Cat 1 About the AMC Incorporated in 2017 Aunali Rupani was CIO- Currently, he isn’t working with them. Media Title: Morning Glory Capital Advisors closes first tranche of Rs 10, Source: Timesofindia, Date: 15 June 2018 https://timesofindia.indiatimes.com/business/india-business/morning-glory-capital-advisors-closes-first-tranche-of-rs-100crore-sme-growth-fund/articleshow/64605181.cms Morning Glory Capital Advisors LLP has

SIDBI Venture

Funds managed Fund name Asset Class License Maharashtra State Social Venture Fund Social Venture SEBI AIF Cat 1 SME Growth Fund SME SEBI AIF Cat 1 India Opportunities Fund VC/ Growth SEBI AIF Cat 1 Samridhi Fund Social Venture SEBI AIF Cat 1 TEX Fund SME SEBI AIF Cat 1 About the AMC Established: November 2015

Karnataka Information Technology (KITVEN)

Funds managed Fund name Asset Class License KITVEN Fund/ Idea2POC Grant Seed, Early stage SEBI Cat 1 KITVEN Fund 2 Early stage, SME, Startups SEBI Cat 1 KITVEN Fund 3/ Bio Venture Fund Early stage/ Later stage SEBI Cat 1 KITVEN Fund 4/ AVGC Venture Fun Early stage/ Later stage SEBI Cat 1 KARSEMVEM Fund/

Kotak Investment Advisors

Funds managed Fund name Asset Class License Kotak Private Equity Fund Not found SEBI AIF Cat 1 About the AMC Kotak Mahindra Group had been associated with private equity investments since 1997. In 2005, to bring about a sharper focus to this business, Kotak Investment Advisors Limited was set up as the Group’s Alternate Assets

Biswa Bingla Silpa Trust

Funds managed Fund name Asset Class License West Bengal MSME VC Fund (WB Fund) Early stage (MSME) SEBI AIF Cat 1 About the AMC WB Fund is a close ended fund with a life of 6 years established in November 2015.  The contributors are Government of West Bengal, Department of MSME & Textiles; SIDBI and

CapAleph

Funds managed Fund name Asset Class License Capaleph Indian Millennium Small and Medium Enterprises Fund SME Fund SEBI AIF Cat 1 About the AMC We are a Bangalore based private advisory equity firm focused on building pioneering small businesses to leadership. The team at CapAleph has a proven track record of building valuable businesses in

Endiya

Funds managed Fund name Asset Class License Seed Co-creation Fund Seed Capital SEBI AIF Cat 1 Fund 1 Early Stage SEBI AIF Cat 1 Fund 2 Seed Capital SEBI AIF Cat 1 About the AMC Fill the funding gap between Angel/very early and Series A rounds. On an average, Endiya plans to invest Rs 30-40

Bharat Innovation Fund

Funds managed Fund name Asset Class License Bharat Innovation Fund Early stage AIF Cat 1 Bharat Inclusion Seed Fund Seed AIF Cat 1 Other licenses could be PMS  About the AMC Through our early-stage capital, unparalleled networks, strategic insights and operational hand-holding, we can significantly de-risk the process of conversion of these ideas into companies of

Auto Nebula

Funds managed Fund name Asset Class License Not found Seed capital SEBI AIF Cat 1 About the AMC Catalyzing the best and brightest start-ups that produce new applications, systems, and data for the advancement of transportation worldwide.They are focusing on startups working on LIDAR, RADAR, Cybersecurity, Artificial Intelligence, IoT and Autonomous Vehicles.They are  also partners

Aurum Equity Partners

Funds managed Fund name Asset Class License Aurum SME Trust I SME SEBI AIF Cat 1 About the AMC An investment banking firm engaged in Mergers & Acquisitions, Divestitures, Fund Raising, Restructuring, and Corporate Strategic Advisory. We are known for our committed and transparent deal making abilities that have reflected in the exceptional results we

Arth Capital Advisors

Funds managed Fund name Asset Class License Arth Capital Fund PE SEBI AIF Cat 1 In 2008, we began advising India 2020, Limited (“Fund I”), an India-focused investment vehicle with a corpus of approximately USD 100 million. In 2014, we began advising a second investment vehicle, India 2020 Fund II, Limited (“Fund II”), which has

Arali Ventures

Funds managed Fund name Asset Class License Arali Investment Trust Seed stage SEBI AIF Cat 1 About the AMC Arali Ventures are seed stage investors. The firm was incorporated in 2017 and got SEBI approved in July 2018. The fund has raised 70% of its planned corpus of $10 million. Rajiv and Arun who are

Ajooni Impact Investment

Funds managed Fund name Asset Class License Pahal Health Fund Social Venture Fund (growth stage SME) SEBI AIF Cat 2 About the AMC Ajooni seeks to deploy innovative financing and commercially viable market based solutions that can align private capital along philanthropic and public capital to catalyze Sustainable Development Goals. Key staff LM Singh, CEO

9Unicorns

Funds managed Fund name Asset Class License 9Unicorns Accelerator Fund Early stage SEBI AIF Cat 1 About the AMC The 9Unicorns is an accelerator program that was launched by Ventures Catalysts (VCats) to boost and guide the early stage start-ups in India. VCats saw the gap in the number of accelerators that India had as

StartupXseed

Funds managed Fund name Asset Class License Aaruha Technology Fund VC/ Seed SEBI AIF Cat 1 http://www.edfindia-canbankventure.com/aaruha_technology.php StartupXseed Ventures LLP is the Investment Manager of “Aaruha Technology Fund” About the AMC Founded in June 2015 by B. V. Naidu along with Mohandas Pai (Aarin Capital), Ramakrishna V, and Ravi Thakur and supported by like-minded team

Axilor Ventures

Funds managed Fund name Asset Class License Axilor Technology Fund Seed fund (Early stage) SEBI AIF Cat 1 With a corpus of 200 Cr, the seed fund is looking to back bootstrapped and Angel funded tech start-ups for their Pre Series A rounds The fund will make initial investment of upto 3 Cr ($450-500k) with

Artha Venture

Funds managed Fund name Asset Class License Artha Venture Fund Early stage micro- VC( seed investor) SEBI AIF Cat 1 About the AMC Artha Venture Fund- I established in 2018. Anirudh Damani, Managing Partner, founder of Artha India Venture and Arthra Energy Resource, completed his Double Major in Economics and Business Administration from Austin College,

Arthveda Fund Management

Funds managed Fund name Asset Class License Dream Fund I Early Stage (Real Estate) SEBI CAT 2 Arthveda Star Early Stage (Real Estate) SEBI CAT 2 Asha Fund Early Stage (Real Estate) SEBI CAT 2 Fund name Asset Class License ARTHVEDA AFFORDABLE HOUSING TRUST Real Estate SEBI AIF Cat 2 ArthVeda Housing Trust Real Estate

IvyCap Ventures

Funds managed Fund name Asset Class License IvyCap Ventures Fund I Early/ Growth stage SEBI AIF Cat 1 IvyCap Ventures Fund II Early/ Growth stage SEBI AIF Cat 1 IvyCap Ventures Angel Fund Early stage SEBI AIF Cat 1 About the AMC IvyCap Ventures was established by Vikram Gupta in 2011 with a vision to

Kae Capital

Funds managed Fund name Asset Class License Kae Capital Fund II VC/ Early stage SEBI AIF Cat 1 About the AMC Sasha Mirchandani is Managing Director and Founder of Kae Capital and Co-founder Mumbai Angels. Previously, he was at Blue Run Ventures as Managing Director for the India operations. Before joining Blue Run Ventures he

Blume Ventures

Funds managed Fund name Asset Class License Blume Ventures Fund I Early stage SEBI AIF Cat 1 Blume Ventures Fund IA Early stage(?) SEBI AIF Cat 1 Blume Ventures Fund II Early stage(?) SEBI AIF Cat 1 Blume Ventures Opportunity Fund IIA Later stage SEBI AIF Cat 1 Blume Ventures Fund III Early stage SEBI

100x.VC

Funds managed Fund name Asset Class License First Founder Investment Trust Early Stage SEBI AIF Cat 1 About the AMC 100X.VC was founded in July 2019. It is the first VC to invest in early stage startups using India SAFE Notes. (https://www.100x.vc/isafe) After investing in a startup, 100X.VC effectively becomes their coach, strategy consultant, business

Anthill Venture Capital

Funds managed Fund name Asset Class License Fund 1 Early stage (Pre A & Series A) SEBI AIF Cat 1 About the AMC Anthill Ventures is a Speed Scaling Ecosystem which helps early growth startups in Pre-Series ‘A’, go to series ‘A’ & ‘B’ in 1-2 years through rapid Speed Scaling Anthill typically invests in

Ankur Capital

Funds managed Fund name Asset Class License Ankur Capital Fund Social Venture Capital-Early Stage Investing SEBI AIF Cat 1 Ankur Capital Fund II Social Venture Capital-Early Stage Investing SEBI AIF Cat 1 About the AMC Ankur Capital is an early stage venture capital fund that invests in opportunities created by rising aspirations and digital access

021 Capital Advisors

Funds managed Fund name Asset Class License 021 Capital trust Early Stage Venture Investing SEBI AIF Cat 1 About the AMC It is a venture capital investment firm that invests in sectors like biotechnology, agrotechnology, and the internet. Date of Incorporation- 18th May 2017 Sailesh Tulshan says that he has modelled the firm on Iconiq

3One4 Capital

Funds managed Fund name Asset Class License Fund 1 Early Stage SEBI AIF Cat 1 Fund 2 Early Stage SEBI AIF Cat 1 Fund 3 (Dedicated Opportunities Fund) Venture Capital (Series B onwards) SEBI AIF Cat 1 Fund 3 is a venture capital fund which invests only in selected companies from the portfolio who have

GVFL

Funds managed Fund name Asset Class License GVFL Startup Fund VC/ Early growth stage SEBI AIF Cat 1 Golden Gujarat Growth Fund-l  VC/ Growth stage SEBI AIF Cat 1 SME Technology Venture Fund VC/ Growth stage SEBI AIF Cat 1 The first three funds-GVCF 1990, GVCF 1995 and GVCF 1997 has been liquidated with good

Fireside Ventures

Funds managed Fund name Asset Class License Fireside Ventures Fund I and Fund II Early Stag Consumer space SEBI AIF Cat 1 About the AMC Anchored by a slew of marquee investors, including Premji Invest, Westbridge Capital, Mariwala Family Office, Unilever Ventures, Emami Ltd., RP-Sanjiv Goenka Family Office, Sunil Munjal’s Hero Enterprise Investment Office and

Blue Sky Capital Management

Funds managed Fund name Asset Class License Exponential Innovation fund VC/ Seed SEBI AIF Cat 1 About the AMC BlueSky Capital Management is the parent of Exponential Innovation Fund Sood, Vikram Chalana and Neeran Chhiber are the members of its investment team Media Title: Exclusive: Health-tech startup Medimetry raises seed funding, Source: techcircle, Date: 25 October 2018

Cheekotel Venture Capital

Funds managed Fund name Asset Class License Cheekotel Venture Capital SME/ Early Stage SEBI AIF Cat 1 Cheekotel Development Catalyst Seed and Early Stage SEBI AIF Cat 1 Digital India Fund Private Equity SEBI AIF Cat 1 Innovation Foundation About the AMC Established in 2002, Cheekotel is India’s oldest and largest domestic, private, alternative asset

Crucible

Funds managed Fund name Asset Class License Crucible Fund Early Stage SEBI AIF Cat 1 About the AMC Crucible is an early stage fund focusing on B2B tech startups that are addressing real world pain points of businesses with a technology solution. Key staff Avinash Kalia, founder at Crucible Fund. He has 32 years of

Cornerstone Venture Partners

Funds managed Fund name Asset Class License Cornerstone Venture Partners Fund Early Stage SEBI AIF Cat 1 About the AMC Cornerstone Venture Partners is an early growth stage technology VC. Focus themes include AI Applications for Consumer Businesses, Vertical focused BI Solutions (SaaS models), AR/VR Applications for Enterprise, Blockchain for Enterprise, Nano-IoT, Autonomous / Robotics,

Chiratae Ventures

Funds managed Fund name Asset Class License Fund I Seed/ Early SEBI AIF Cat 1 Fund II Seed/ Early SEBI AIF Cat 1 Fund III Seed/ Early SEBI AIF Cat 1 Fund IV Seed/ Early SEBI AIF Cat 1 Mauritius-incorporated Chiratae Ventures International Fund IV LLC and India-domiciled alternative investment fund Chiratae Ventures Master Fund

IIFL Asset Management

Funds managed Fund name Asset Class License Venture Fund Seed Stage SEBI AIF Cat 1 Private Equity Fund Early Stage SEBI AIF Cat 2 About the AMC IIFL Asset Management pioneered the Alternative Investment Funds (AIF) in India. Each of their alternative funds reaches beyond the mainstream investment universe and taps into unique opportunities regardless

India Quotient

Funds managed Fund name Asset Class License India Quotient VC/ Seed SEBI AIF Cat 1 About the AMC Anand Lunia (Founding Partner), Madhukar Sinha (Founding Partner) and Prerna Bhutani (Partner). Launched in June 2012, the fund with a corpus of Rs 30 crore has many interesting startups in its kitty already, such as iimjobs, Red