Microsec Wealth Management Ltd – Portfolio Management Services (PMS)

Microsec Wealth comprises a proficient team dedicated to upholding foundational principles of Expertise, Dedication, Openness, and Collaboration. The firm possesses a well-documented and proven history in Equity Research and Wealth Management. Microsec Wealth is registered with SEBI as a Portfolio Manager, holding PMS Registration no. INP000006086. The firm's investment philosophy centers on "Objective-Driven Investing," wherein client asset allocation is strategically aligned with specific investment objectives and timelines.

AUM (₹ Cr)

58.63

Clients

3

As On

31 December 2024

Portfolio Managers & Fund Management Team

Mr. Naveen Vyas

Fund Manager - PMS

Mr. Naveen Vyas serves as the Executive Director and Fund Manager for Microsec Wealth. He holds an MBA in Finance from Visvesvaraya Technological University (V.T.U), conferred by Dr. Ambedkar College, Bangalore. His career spans over 15 years within the capital markets, with a primary emphasis on fundamental analysis, investment advisory services, and fund management. Previously, he held the position of VP Research at Microsec Capital Limited for more than eight years. During his tenure at Microsec, he was recognized as the No. 1 Analyst in the consumption sector by Bloomberg BARR and was also nominated for the ZEE Analyst Award in the FMCG category in 2013. Mr. Vyas has been responsible for the management of Microsec Wealth Management's PMS fund since its inception. He also contributed to the LN Bangur Group in Kolkata, where he was involved in managing the group's proprietary equity funds. Over approximately four years with the group, he accumulated substantial experience in fund management, during which the performance of the proprietary equity funds surpassed that of the Free Float NIFTY Midcap 100 and NIFTY Free Float Small Cap 100 indices.

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Regulatory Information

SEBI Registration: INP000006086

Registered Office: Azimganj House, 2nd Floor, 7 Abanindra Nath Thakur Sarani (formerly Camac Street), Kolkata - 700017

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