Sykes and Ray Equities India Ltd – Portfolio Management Services (PMS)

Sykes & Ray Equities (SRE) has experienced substantial growth and development, largely attributable to the visionary leadership of its Chairman, Mr. Yogesh R. Gupta, and Managing Director, Mr. Anup R. Gupta. This evolution has been driven by the dynamic and inspiring direction provided by our senior management. Established in 1990, SRE has transitioned from its origins as a sole proprietorship to a professionally managed organization. This transformation involved the strategic recruitment and retention of highly skilled and experienced professionals. Our workforce has expanded significantly from a small team of dedicated individuals in the early 1990s to over 200 employees currently. SRE holds a prominent position as a leading retail stockbroking service provider across India's principal stock exchanges. Our extensive reach extends to over 140 locations nationwide, facilitated by a robust network of business associates and branches. Furthermore, SRE has established an independent Non-Resident Indian (NRI) Desk to serve the investment needs of Indians globally. Throughout its journey, SRE has remained committed to continuous improvement and expansion while upholding an unwavering standard of service quality. This dedication to excellence has cultivated a reputation for reliability and consistently high performance, which our clients have come to anticipate.

AUM (₹ Cr)

102.87

Clients

82

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Sykes and Ray Equities India Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
SRE Shield Mid & Large Cap 4.44% 12.03% 10.85% May 2018

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

Portfolio Managers & Fund Management Team

Mr Nitesh Chand

Fund Manager

With over two decades of active engagement in the securities market.

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Regulatory Information

SEBI Registration: INP000005795

Registered Office: 3rd Floor,Cama Building, Dalal Street, Fort , Mumbai - 400001.

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)