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

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

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. [email protected] 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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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,
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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
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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

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
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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
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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
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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
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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
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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.
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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
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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
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