Shriram Asset Management Company Limited – Portfolio Management Services (PMS)

As a leading Portfolio Management Services (PMS) provider, Shriram PMS is dedicated to its differentiated Quantamental investment philosophy. This approach harmoniously blends sophisticated quantitative methodologies with thorough fundamental research, facilitating the identification and exploitation of attractive investment prospects. Our core tenets of integrity and continuous innovation underpin our objective of generating enhanced, risk-adjusted returns for our clientele. We customize our investment strategies to precisely match individual client financial goals and risk appetites.

AUM (₹ Cr)

20.02

Clients

10

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Shriram Asset Management Company Limited Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
LEAPS Mid & Large Cap Feb 2025
Future GEMS Small & Mid Cap Feb 2025

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

Portfolio Managers & Fund Management Team

Mr Hitesh Savanth

Fund Manager

Mr. Hitesh Savanth is a CFA charterholder with over 12 years of comprehensive experience in portfolio construction and wealth management. His expertise encompasses public equities and private capital markets, where he has advised Family Offices and Ultra High-Net-Worth Individuals (UHNIs) on tailored investment strategies across domestic and international markets. His investment philosophy is predicated on generating stable, risk-mitigated returns through strategic asset allocation and diversification. Mr. Savanth holds a Bachelor of Commerce (Honours) from Sri Sathya Sai University. His extensive background positions him as a proficient advisor in both conventional and alternative investment domains.

Mr Ketankumar Shah

Fund Manager

**Head of Investments & Fund Management | Equity Analysis & Strategic Portfolio Construction** With an extensive background encompassing over 17 years in equity research and more than 15 years on the buy-side, Mr. Ketan Shah is a seasoned professional within the financial services industry. His considerable experience is particularly notable in key economic segments including Banking, Financial Services, and Insurance (BFSI), Engineering, Capital Goods, and Construction. Through the development of bespoke investment methodologies designed to foster sustained expansion, Mr. Shah has a proven track record of achieving robust outcomes. In his capacity as Head of Investments and Fund Manager, Mr. Shah possesses a profound comprehension of market forces, adeptly integrating technical analysis, sector-specific intelligence, and macroeconomic perspectives to guide investment choices. His investment philosophy emphasizes the generation of enduring value for stakeholders, prioritizing long-term capital appreciation, prudent risk mitigation, and the identification of attractive sectoral prospects. **Key Competencies:** * **Equity Research (17+ Years):** Specializing in detailed analysis of corporate financial health, sectorial performance benchmarks, and prevailing market dynamics. * **Buy-Side Experience (15+ Years):** Expertise in leveraging in-depth market understanding to formulate distinctive investment strategies. * **Sectoral Acumen:** Proficient in BFSI, Engineering, Capital Goods, and Construction – sectors fundamental to economic development. * **Performance Focus:** A dedicated professional committed to achieving consistent, long-term growth objectives while effectively managing investment risks. * **Academic Foundation:** Holds an MBA in Finance from N L Dalmia Institute of Management Studies & Research, providing a strong theoretical framework to complement his practical expertise. Mr. Shah's strategic approach centers on constructing well-diversified investment portfolios that aim for both capital preservation and growth, characterized by a disciplined, value-driven methodology. His keen perception of market trends and comprehensive sectoral knowledge continue to be instrumental in providing significant insights and direction to the investment teams he leads.

Interested in Shriram Asset Management Company Limited?

Get in touch with our partner to learn more about Shriram Asset Management Company Limited's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000008765

Registered Office: Registered Office : 217, 2nd Floor, Swastik Chambers, Near Junction of S.T. & C.S.T. Road, Chembur, MUMBAI – 400 071 . Administrative Head Office:504, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East),MUMBAI – 400 059

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)