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Fort Capital Investment Advisory Pvt Ltd – Portfolio Management Services (PMS)

Fort Capital operates as a dynamic Investment Advisory Firm dedicated to generating enhanced risk-adjusted returns. With deep roots in equity markets, our firm's heritage and core expertise are intrinsically linked to financial market operations. We leverage our extensive knowledge and experience to bring the potential of market opportunities to our clientele. Our commitment lies in developing pioneering investment solutions that embody our foundational ethos of disciplined growth. Fort Capital is committed to making typically exclusive investment products accessible to our clients.

AUM (₹ Cr)

215.13

Clients

116

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Fort Capital Investment Advisory Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Value Fund Small Cap -7.22% 11.43% 23.80% Sep 2018
Dynamic Multi Cap & Flexi Cap 17.88% — — Jan 2024

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

Portfolio Managers & Fund Management Team

Mr Ishan Thakkar

Fund Manager

Mr. Ishan Thakkar possesses an MBA in Finance and brings over six years of experience in the equity market. Since commencing his tenure at Fort Capital in 2018, he has played a pivotal role in overseeing the pre-investment phase and actively managing the existing investments within our portfolio companies. Mr. Thakkar excels at identifying promising investment prospects through a thorough bottom-up stock selection methodology. His investment diligence involves a comprehensive review of management commentary benchmarked against actual performance over a minimum of six to eight quarters prior to an investment. This disciplined approach has consistently resulted in performance exceeding benchmark indices.

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Regulatory Information

Registered Office: 24 /26 Cama Building , 3rd Floor, Dalal Street, Fort, Opp Veena Chember, Churchgate,Mumbai 400001

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)