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Shree Rama Managers LLP – Portfolio Management Services (PMS)

Shree Rama Managers LLP is a Sebi-registered Portfolio Management Service (PMS) provider offering investors a trustworthy and assured partnership. PMS is a bespoke investment solution designed for High Net-worth Individuals (HNIs), with Sebi stipulating a minimum investment threshold of Rs 50 lakhs. Our investment plans are structured to deliver resilient, all-weather portfolios through dynamic asset allocation and effective execution of investment strategies.

AUM (₹ Cr)

285.73

Clients

238

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Shree Rama Managers LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Lakshmi Plan Multi Cap & Flexi Cap -8.67% 16.24% — May 2022
Vriddhi Plan Multi Cap & Flexi Cap -18.43% 10.63% — May 2022
Wealth Builder Plan Multi Asset 6.96% 18.60% — Apr 2022
Dynamic Plan Multi Asset 5.61% — — Apr 2023
Smart Market Plan Multi Cap & Flexi Cap — — — Jan 2025

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

Portfolio Managers & Fund Management Team

Mr. Abhishek Basumallick

Fund Manager

The management of active equity fund investments is overseen by Abhishek Basumallick. Mr. Basumallick is a recognized figure in the investment community, with a significant public profile established through his contributions to the "Market Moghuls" section of The Economic Times and his appearances on CNBC TV18. His regular participation extends to various television channels, including ET NOW and Money9, and his commentary has been featured in international media such as Fortune Global and Nikkei Asia. Notably, The Economic Times has recognized him as a "Don of Dalal Street." In addition to his public engagements, Mr. Basumallick provides advisory services for public equity portfolios to a number of prominent family offices and high-net-worth individuals.

Mr Mohit Beriwala

Founder

[Founder Name], Founder of [Company Name], brings extensive expertise to asset management. A distinguished alumnus of IIM Bangalore and holding both FRM and CFA certifications, [Founder Name] has been instrumental in guiding entrepreneurs and professionals towards their financial objectives since 2006. [Founder Name] possesses a rich background in financial markets, having engaged with them since the age of 19. For over a decade, [Founder Name] has successfully operated a leading wealth advisory firm, dedicated to preserving client assets and facilitating the achievement of their desired financial outcomes.

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Regulatory Information

SEBI Registration: INP300007341

Registered Office: 24 Sarat Bose road, 4th floor, Kolkata, West Bengal, India,700020

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.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

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