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Bay Capital Investment Advisors Pvt Ltd – Portfolio Management Services (PMS)

Established in 2006, Bay Capital operates as an independent investment management firm. Our founding principle was a strong belief in India's economic trajectory, and our primary aim is to leverage equity markets to capitalize on this growth. Our investment philosophy is characterized by a bottom-up, long-term approach. We are committed to delivering superior risk-adjusted returns by acquiring and retaining a focused portfolio of high-quality enterprises. These companies are generally leaders within their respective sectors and market niches, demonstrate strong returns on capital, and possess durable competitive moats that facilitate sustained earnings growth. Our strategy is focused on generating absolute returns, and we do not adhere to predetermined sector or market capitalization preferences.

AUM (₹ Cr)

210.1

Clients

103

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Bay Capital Investment Advisors Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Opportunities Portfolio Multi Cap & Flexi Cap 0.68% — — Jan 2023

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Nikunj Doshi

Principal Officer & CIO

Nikunj Doshi serves as the Managing Partner and is a Founding Member of Bay Capital. He brings over 34 years of comprehensive experience in fund management and equity research, demonstrating a deep comprehension of the Indian economic landscape and its corporate sector. Before joining Bay Capital, Mr. Doshi spent more than five years at Kotak Mahindra Asset Management Company (AMC), where he managed several funds with an Assets Under Management (AUM) exceeding USD 500 million. His earlier roles included leading research departments at Refco-Sify Securities and Ventura Securities. Mr. Doshi holds an Electronics Engineering degree from MS University, Baroda, and completed his Master of Management Studies (MMS) at the University of Mumbai. He is currently based in Mumbai, India.

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Regulatory Information

SEBI Registration: INP000005208

Registered Office: 14th Floor, Bakhtawar, Nariman Point, Mumbai-400 021

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)