Since its inception in 2007, Care PMS has been dedicated to leveraging its equity investment proficiency to facilitate wealth generation for its clientele. The firm secured its SEBI registration as a Portfolio Manager in 2011 and has consistently maintained its exclusive focus on this specialized service. Under the leadership of a team of chartered accountants, Care PMS is unified by its objective to be a trusted portfolio manager, committed to the wealth creation objectives of both resident and non-resident investors. Possessing over two decades of collective experience in the capital markets, our investment professionals are focused on identifying and exploiting strategic opportunities to achieve sustained long-term wealth appreciation. Care PMS maintains a strong conviction in India's economic growth trajectory, consequently directing all investments exclusively into listed Indian equities, carefully aligned with each client's individual risk tolerance.
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| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Growth Plus Value | Small & Mid Cap | -3.14% | 18.24% | 24.77% | Jul 2011 |
| Large and Midcap Strategy | Mid & Large Cap | 12.03% | 27.05% | 20.90% | Jul 2020 |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager, PMS
Holding a Chartered Accountant qualification and having accumulated over seven years of experience at PwC, he became a key member of the firm's core team in 2010. His contributions have been instrumental in the company's sustained growth and its establishment as a leading entity over the past fifteen years. His role involves in-depth research of portfolio investments and oversight of the company's financial operations.
Fund Manager, PMS
The Founder Director, a Chartered Accountant by qualification, possesses over 18 years of extensive experience in the capital markets. As a first-generation entrepreneur, his primary responsibilities include in-depth research and business development, critically influencing the firm's strategic expansion and solidifying its standing within the financial industry. He has shared insights and authored articles for prominent publications and has spoken at various forums on equity market dynamics.
Fund Manager, PMS
As a pivotal member of the investment committee, his profound expertise in security selection has been instrumental in establishing Care PMS as a distinguished portfolio management service. Possessing in excess of three decades of professional experience, he provides effective leadership to the investment team.
Get in touch with our partner to learn more about Care Portfolio Managers Pvt Ltd's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000004128
Registered Office: 201, Silver Heights, TPS III, 51st Road, Borivali (West), Mumbai 400092, India
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
