cepro Advisors Pvt. Ltd. is a SEBI-registered Portfolio Management Services (PMS) provider that focuses on delivering tailored investment solutions to high-net-worth individuals (HNIs) and sophisticated investors. Positioned as a boutique asset manager, the firm emphasizes quality over scale, aiming to build concentrated, research-driven portfolios rather than chasing aggressive asset expansion. Its approach is rooted in fundamental analysis, disciplined risk management, and a long-term wealth creation mindset.
The PMS offerings by Acepro are largely discretionary, meaning the investment decisions are handled by experienced fund managers based on the client’s financial goals, risk tolerance, and investment horizon. This allows investors to benefit from professional expertise while avoiding the need for constant market tracking. The firm follows a structured investment process that combines macroeconomic analysis, sectoral outlook, and bottom-up stock selection to identify companies with strong earnings visibility and sustainable competitive advantages.
Acepro Advisors places a strong emphasis on investing in fundamentally sound businesses with scalable models and consistent cash flows. Its strategies typically span across large-cap, mid-cap, and multi-cap segments, ensuring diversification while maintaining a focused portfolio. Rather than frequent churn, the firm prefers a patient investment style, holding quality stocks through market cycles to capture long-term value. This philosophy aligns well with investors who prioritize stability and compounding over short-term gains.
Transparency and client engagement are also key aspects of Acepro’s service model. Investors are provided with regular portfolio updates, performance reports, and insights into the rationale behind investment decisions. This helps build trust and ensures that clients remain informed about how their capital is being managed. Additionally, the firm maintains a disciplined approach to risk, aiming to protect downside during volatile market conditions while participating in market upswings.
While Acepro Advisors may not have the scale of some large PMS houses, its personalized approach and focus on high-conviction investing set it apart. It is particularly suited for investors seeking a more hands-on, research-oriented portfolio management experience backed by a long-term perspective. Overall, Acepro Advisors Pvt. Ltd. PMS reflects a balanced blend of prudence, expertise, and strategic investing tailored to evolving market dynamics.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
| Galaxy Strategy | Multi Cap & Flexi Cap | -11.97% | 2.96% | 4.75% | 7.36% | Jul 2018 |
| Large Cap Strategy | Large Cap | -3.03% | 14.39% | 12.29% | 15.29% | Feb 2019 |
*Returns are as of 31st August 2025. *Returns over a 1-year period are annualized. *Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data), *NA (Not Applicable) *Returns of the respective benchmark indices used are tabulated above. The benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1
Fund Manager & Principal Officer
With 20 years of invaluable experience working in the private sector and foreign banks, he is one of the founders of HDFC Private Banking Group. In his last professional role with CITIBANK N.A., he handled Investments & Insurance for the North and was recognized as the Shooting Star of the bank. He is the founder & managing director of Innovative Financial Management Private Limited. Under his leadership, IFM was honored with the CNBC TV18 Best Regional Financial Advisor Awards in 2009, 2010, and 2013. He is a member of the advisory board of the first SBI AIF Fund (PIPE).
401, 4th Floor, Manek Plaza, 167, Vidyanagari Marg, Kalina, Santacruz (East), Mumbai-400098 SEBI Reg No.: INP000004854