Maximal Capital – Portfolio Management Services (PMS)

Maximal Capital is a Mumbai-headquartered Portfolio Management Services (PMS) provider registered with SEBI. The firm's investment philosophy is grounded in the principles of margin of safety and value investing. As a boutique investment firm, Maximal Capital serves a discerning clientele including professionals, High Net Worth Individuals (HNIs), family offices, and Non-Resident Indians (NRIs).

AUM (₹ Cr)

214.1

Clients

114

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Maximal Capital Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Pathfinder Value Fund Multi Cap & Flexi Cap 1.74% 25.71% May 2022
Income Fund Debt 26.01% 21.42% Jun 2022

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

Portfolio Managers & Fund Management Team

Mr Sarvesh Gupta

Fund Manager

With over 15 years of involvement in the equity markets, Mr. Sarvesh possesses 12 years of dedicated experience as a full-time professional investor, encompassing both listed and unlisted assets. Before establishing Maximal Capital PMS, he served as a SEBI-registered investment advisor from 2017 to 2021. During this period, he managed strategies focused on listed equities and high-yield debt, consistently delivering double-digit alpha for his clients. Prior to founding Maximal, Mr. Sarvesh held the position of Fund Manager at Trivantage Capital, a SEBI-registered PMS, from 2016 to 2017. In this role, he played a pivotal part in scaling the fund from its inception to achieve multi-hundred crore AUM, alongside robust double-digit alpha generation. His earlier career included a tenure as Principal at Gaja Capital, a prominent Indian private equity firm with investments spanning financial services, consumer products and services, and education, among other sectors. At Gaja Capital, he actively participated in, and frequently led, the investment decision-making process. He was notably the youngest professional at Gaja Capital to be admitted to the core investment team responsible for top-level decisions, having received two promotions within a three-year timeframe.

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Regulatory Information

SEBI Registration: INP000007313

Registered Office: 409, Nirman Kendra, Dr. E Moses Road, Mahalaxmi , Mumbai-400011.

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)