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Karvy Capital Ltd – Portfolio Management Services (PMS)

Karvy Capital Ltd serves as the Asset Management arm of Karvy Group, a prominent Indian diversified financial services conglomerate with three decades of operational experience. The group's extensive business interests encompass Stock Broking, Data Management, Institutional Equities, Wealth Management, and Asset Management. As a recognized leader in specialized investment solutions, Karvy Capital Ltd provides a comprehensive portfolio of investment strategies spanning diverse asset classes such as Equities, Structured Products, Absolute Return Strategies, and High Yield Debt. These offerings are developed for distribution through private banking channels and wealth management firms, and are managed independently from other Karvy Group operations. Furthermore, Karvy Capital Ltd has obtained the necessary authorization from SEBI to function as an investment manager and sponsor for Category III Alternative Investment Funds (AIFs). For additional information, please refer to the Hedge Fund section.

AUM (₹ Cr)

164.17

Clients

846

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Karvy Capital Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Demeter Debt 3.01% 5.70% 7.42% Jul 2014
Excel Debt 8.91% 10.56% 10.87% Nov 2016

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

Portfolio Managers & Fund Management Team

Mr Debasis Dasgupta

Director and CIO

With over three and a half decades of comprehensive experience in foreign exchange and fixed-income markets, this professional possesses a distinguished track record. His career commenced in foreign exchange dealing before specializing in the wholesale debt market, where he cultivated profound proficiency in trading, operational aspects, and risk mitigation. He held a significant leadership position at Karvy Capital Ltd., overseeing the Dealing Desk and directing proprietary debt market trading initiatives from the company's establishment. Furthermore, he was pivotal in advancing the debt business operations throughout the Karvy Group. He holds a Bachelor of Science and a Bachelor of Laws from the University of Kolkata.

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Regulatory Information

SEBI Registration: INP000004524

Registered Office: Karvy Capital Ltd, 101/201 Gujrals 167 , CST Road, Kalina Santacruz East ,Mumbai: 400 098

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)