Sohum Asset Managers Pvt Ltd – Portfolio Management Services (PMS)

Established in November 2021 by Mr. Sanjay Parekh, our boutique asset management firm is built upon the foundational principles of specialized knowledge, unwavering ethical standards, complete clarity, and a steadfast commitment to prioritizing client interests. Our dedicated research team comprises passionate, experienced professionals who conduct their work with a sharp focus and impeccable integrity. They collaborate seamlessly towards the singular goal of generating long-term outperformance relative to the benchmark index. Our investment philosophy centers on the "Growth at a Reasonable Price" (GARP) strategy, with the overarching aim of delivering risk-adjusted returns over an extended investment horizon. To realize this objective, we employ a disciplined approach characterized by: * A carefully curated investment universe. * Rigorous, in-depth research methodologies. * Profound domain expertise. * Sophisticated second-order thinking. * Well-defined valuation frameworks. * Agile and decisive execution based on firm conviction. * A judicious balance between proactive engagement and prudent restraint. * The meticulous avoidance of all errors, whether through active misjudgment or passive oversight.

Strategies

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Investment Strategies & Performance

Alternative Investment Funds (AIF)

Sohum Asset Managers Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

India Opportunities Fund

Large Cap 12.45% 20.35% May 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Sanjay Parekh

Founder & CIO

Mr. Sanjay H. Parekh, a Chartered Accountant and Bachelor of Commerce graduate, brings 27 years of dedicated experience in investment research and fund management. His initial decade of research encompassed a diverse range of sectors, including Oil & Gas, Cement, Petrochemicals, Banking, Information Technology Services, and Media. Subsequently, he has accumulated 17 years of expertise in equity fund management, holding significant roles at: * ASK Investment Managers (Head of Investment: 2005 – 2008) * ICICI Prudential Mutual Fund (Senior Fund Manager: 2008 – 2012) * Nippon India Mutual Fund (Senior Fund Manager: February 2012 – September 9, 2021)

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Regulatory Information

SEBI Registration: IN/AIF3/21-22/1009

Registered Office: Sohum Asset Managers Pvt Ltd 611, INS Tower, ‘A’ Wing, Bandra Kurla Complex, Bandra [E], Mumbai -400051

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.

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