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Girik Wealth Advisors Pvt Ltd – Portfolio Management Services (PMS)

Established in 2009, Girik Capital, a Mumbai-headquartered SEBI registered portfolio manager, offers discretionary asset management solutions. The firm specializes in Indian listed equities, serving a diverse clientele including corporations, institutional investors, family offices, and both domestic and international individual investors. The investment management team possesses over two decades of collective experience in the field.

AUM (₹ Cr)

1894.24

Clients

506

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Girik Wealth Advisors Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Multicap Growth Equity Strategy Multi Cap & Flexi Cap -2.21% 22.39% 19.23% Dec 2009

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

Alternative Investment Funds (AIF)

Girik Wealth Advisors Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Multicap Growth Equity Fund II

Multi Cap & Flexi Cap -3.13% 21.44% — Jan 2022

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

Portfolio Managers & Fund Management Team

Mr. Charandeep Singh

Co Founder & Fund Manager

A co-founder of Girik, this individual spearheads the firm's investment decision-making framework. Their distinguished career spans over two decades within the capital markets. A significant portion of this experience, exceeding ten years, has been dedicated to the direct investment in Indian equities. Prior to joining Girik, their tenure at Lehman Brothers concluded in 2007, where they served as a Director within the Investment Banking Division, specifically in the Global Leveraged Finance group, with assignments in New York and London. They hold a Diploma in Accounting and Finance from the London School of Economics and Political Science (1999) and an MSc in Finance from the London Business School (2002).

Mr. Varun Daga

Co Founder & Fund Manager

As a co-founder of Girik, this individual plays a pivotal role in the firm's investment decision-making framework. A self-taught and successful investor, they possess over ten years of comprehensive experience in the capital markets. Their expertise includes the development of proprietary systems and screening tools designed to proactively identify high-growth companies prior to significant market appreciation. The initial investment philosophy of Girik was significantly influenced by the CANSLIM methodology. Prior to joining Girik, this individual managed an equity investment division within a family office from 2006 to 2009.

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Regulatory Information

SEBI Registration: INP000003369

Registered Office: 609 Maker Chambers 5,Nariman Point,Mumbai,Maharashtra,India-400021

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)