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HSBC Asset Management India Pvt Ltd – Portfolio Management Services (PMS)

As a globally recognized asset management firm, we possess a distinguished history of facilitating investor access to diverse international markets. By bridging opportunities across both established and emerging economies, we enable our clients to uncover sustainable investment avenues irrespective of their geographical location. Our client-centric philosophy, coupled with a systematic and rigorous investment methodology, underpins our delivery of tailored solutions designed to achieve their financial objectives.

AUM (₹ Cr)

17324.98

Clients

602

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

HSBC Asset Management India Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Next Portfolio Thematic 2.39% 16.05% — Feb 2021
Aspire Portfolio Small & Mid Cap -2.87% — — Sep 2023

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

Portfolio Managers & Fund Management Team

Mr Sheetalkumar Shah

Fund Manager

Sheetalkumar brings over 27 years of comprehensive experience in the Indian capital markets. Before his tenure at HSBC, he held the position of Head of Portfolio Management Services (PMS) at IDBI Capital Markets. He dedicated more than 12 years to Kotak PMS, where he was responsible for managing equity portfolios across various market capitalisation segments. Earlier in his career, he served as a Fund Manager at GIC Asset Management Co Ltd for 7 years. His extensive career has fostered robust relationships with a diverse range of participants and corporations within the Indian capital market ecosystem. Sheetalkumar holds an MBA in Finance from the Department of Management Studies, Pune University (PUMBA), and a Bachelor of Engineering in Electronics & Telecommunications from Government Engineering College, Pune.

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Regulatory Information

SEBI Registration: INP000001322

Registered Office: 9th Floor, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063, India

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.

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