Emkay Investment Managers Ltd – Portfolio Management Services (PMS)

Emkay's Portfolio Management Services, a SEBI-registered Asset Management Company, is staffed by experienced professional fund managers, research and wealth advisors, and associates with an aggregate professional tenure exceeding 25 years. The firm's investment expertise encompasses the full spectrum of the Indian equity landscape, including blue-chip large-cap instruments, robust mid-cap portfolios, and promising small-cap opportunities. The core objective guiding the Fund Management Team's strategies is the sustained enhancement of client wealth.

AUM (₹ Cr)

1038

Clients

627

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Emkay Investment Managers Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Capital Builder Multi Cap & Flexi Cap 10.44% 21.59% 20.34% Apr 2013
ENVI Multi Cap & Flexi Cap 0.14% 19.02% Jun 2022
Golden Decade of Growth Multi Cap & Flexi Cap -3.13% Oct 2023
SMID Small Cap Jun 2025

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

Alternative Investment Funds (AIF)

Emkay Investment Managers Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Capital Builder Fund

Flexi Cap 10.37% Jul 2024

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Kashyap Javeri

HOR , Fund Manager

Kashyap Javeri serves as a Fund Manager, possessing over ten years of expertise in analyzing companies and industry sectors. His contributions are characterized by profound understanding of equity markets and economic trends. Before his tenure at Emkay Investment Managers, Mr. Javeri spent eight years as a recognized BFSI analyst at Emkay Institutional Equities and previously held the role of midcap analyst at Sharekhan Ltd. His comprehensive knowledge extends across diverse manufacturing and services industries, as well as the banking and economics domains.

Mr. Manish Sonthalia

Director , CIO

Mr. Manish Sonthalia holds a Bachelor of Commerce degree from St. Xavier's College, Kolkata, and an MBA from the Indian Institute of Social Welfare and Business Management (IISWBM). Additionally, he is a member of the Institute of Chartered Accountants of India (ICAI), the Institute of Cost Accountants of India (ICWAI), and the Institute of Company Secretaries of India (ICSI). With over thirty years of experience in the financial markets, Mr. Sonthalia possesses significant expertise in research, asset management, and investment management. He currently serves as the Chief Investment Officer at Emkay Investment Managers Ltd.

Mr Sachin Shah

Executive Director , Fund Manager

With over twenty years of dedicated experience in the Indian equity landscape, Sachin, a distinguished fund manager, recognized the imperative for a systematic approach to identify and exclude companies exhibiting significant governance challenges. This insight led to the creation of EQual Risk, EMIL's proprietary module. This advanced framework meticulously assesses and benchmarks publicly traded entities across a spectrum of governance parameters, ensuring a robust evaluation process.

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Regulatory Information

SEBI Registration: INP000004458

Registered Office: Paragon Centre,C-06,2nd Floor, Pandurang Budhkar Marg, Opp. Birla Centurion Worli India-400013.

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)