Affluense AI AFFLUENSE

DRChoksey FinServ Pvt Ltd – Portfolio Management Services (PMS)

**DRChoksey Group: A Legacy of Investment Excellence** For more than forty years, the DRChoksey Group has established itself as a prominent entity in client investment solutions and related services. Spearheaded by its founder, Deven Choksey, the group's evolution has been marked by the establishment of DRChoksey Wealth. This division provides specialized Wealth Management and Investment Advisory services catering to a broad spectrum of clients, including individual investors, High Net Worth Individuals (HNIs), Family Offices, and institutional entities. The group's strategic emphasis lies in optimizing returns, safeguarding assets, and facilitating robust retirement and legacy planning, with Deven Choksey and a team of seasoned professionals overseeing comprehensive wealth management strategies. **Key Strategic Developments:** A significant development was the restructuring of the KRChoksey group's broking and wealth management operations. This strategic separation resulted in the formation of DR Choksey Finserv, allowing for a sharpened and dedicated focus on the wealth management domain. **Current Operational Focus:** Presently, the DRChoksey Group operates as a distinguished Wealth Management and Investment Advisory brand. It serves a varied clientele, encompassing individual and institutional investors, family offices, and Ultra High Net Worth Individuals (UHNIs). DCFPL, a SEBI-registered portfolio manager, delivers customized services to both resident Indian clients and Non-Resident Indians (NRIs), upholding stringent standards of service delivery and client trust.

AUM (₹ Cr)

592.16

Clients

133

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

DRChoksey FinServ Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Alpha Invest Multi Cap & Flexi Cap -9.42% 8.47% 11.49% Mar 2007

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

Portfolio Managers & Fund Management Team

Ms. Vaishali Pitale

Fund Manager, PMS

Ms. Vaishali brings over two decades of capital markets experience to her leadership role within our Portfolio Management Services (PMS) division. As a Chartered Accountant with profound research acumen, she, in collaboration with her dedicated team, has consistently delivered successful portfolio management outcomes for our discerning premium clients. Her exceptional client engagement capabilities and commitment to wealth creation have demonstrably accelerated the growth of our PMS business within a compressed timeframe.

Interested in DRChoksey FinServ Pvt Ltd?

Get in touch with our partner to learn more about DRChoksey FinServ Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000007906

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.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

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