Helios Mutual Fund
Helios Capital Asset Management (India) Pvt. Ltd. is SEBI-licensed and offers Portfolio Management Services (PMS). It was established in 2021 and deals with both India-based and globally focused funds.
The Singapore-based parent company, Helios Capital Management Pvt. Ltd., is licensed by the Monetary Authority of Singapore.
Helios was established by Dave Williams, Karen Trehan, and Samir Arora. The company's flagship offerings are:
Helios India Rising PMS
Helios India Rising Fund
Important Information About Helios Mutual Funds
Mutual Fund name | Helios Mutual Fund |
AMC Setup Date | 10 August, 2023 |
AMC Incorporation Date | 21 May, 2021 |
Sponsor name | Helios Capital Management Pte. Limited, Singapore |
Trustee organisation | Helios Trustee Private Limited |
Name of trustees | Dr. J N Mukhopadhyaya Dr. K P Krishnan Mr. Naval Gupta Mr. Sanjeev Aga |
CIO | Mr. Alok Bahl |
MD and CEO | Dinshaw Irani |
Compliance Officer | Mr. Abhinav Khemani |
Investor Service Officer | Mr. Vilas Solanki |
Total AUM (as of end of last quarter) | 1,350.49 Cr |
How to Invest in Helios Mutual Funds
You can invest in Helios Mutual Funds using the app or website. The following are the easy steps:
Register/Login.
KYC verification.
Choose Helios Mutual Fund from the menu.
Decide to invest via a lump sum or SIP (Systematic Investment Plan).
Your investment will reflect in your Helios account within 3–4 working days.
Top Fund Managers
1. Samir Arora (Founder & CEO, Fund Manager)
Founder of Helios and also Helios Singapore's manager.
More than 17 years of experience in India-focused fund management.
Ex-Head of Asian Emerging Markets at Alliance Capital.
Holds:
MBA in Finance from IIM-Calcutta
Engineering degree from IIT Delhi
Master's in Finance from Wharton School, University of Pennsylvania
Samir Arora is highly recognised in Indian markets and has won several awards for his abilities in fund management.
2. Dinshaw Irani (Executive Director & CIO of Helios India)
Principal Portfolio Manager at Helios.
Previous Executive Director at Artemis Advisors (14 years).
Commenced as an analyst at Sun F&C Mutual Fund and Lloyd Securities.
VP at Alliance Capital (Mumbai), covering consumer and pharma sectors.
FAQs on Helios Mutual Funds
1. What is Helios Mutual Fund?
Helios Mutual Fund is managed by Helios Capital Asset Management (India) Pvt. Ltd. and provides Indian as well as international investment funds.
2. Who are Helios's founders?
The founders are Dave Williams, Karen Trehan, and Samir Arora.
3. How can I invest in the Helios Mutual Fund?
You can invest via the mutual funds app or website by registering through KYC and then opting for SIP or lump sum investment.
4. Who manages Helios funds?
The money is handled by skilled fund managers, primarily Samir Arora and Dinshaw Irani.
5. When will my investment be reflected?
It will take around 3–4 working days for your investment to reflect.
