Founded in 2007, Care PMS was established with the vision of leveraging its expertise in equity investments to drive long-term wealth creation. The firm received SEBI registration as a Portfolio Manager in 2011 and has since remained dedicated to this core business. Led by a team of chartered accountants with over two decades of capital market experience, Care PMS is committed to delivering value through disciplined investing for both resident and non-resident clients. The firm’s investment philosophy centers on identifying timely opportunities within India’s equity markets, reflecting its strong conviction in the nation’s long-term growth potential. All portfolios are tailored to match each client’s unique risk profile, with exclusive investments in listed Indian equities.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
| Growth Plus Value | Small & Mid Cap | -10.31% | 15.04% | 19.94% | 28.85% | Jul 2011 |
| Large and Midcap Strategy | Mid & Large Cap | -2.79% | 25.05% | 27.95% | 23.70% | Jul 2020 |
* Returns are as on 30th September 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. 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 23rd March,2023 and Revised Annexure-1
Fund Manager, PMS
A Chartered Accountant by qualification, he joined the core team in 2010 after gaining over seven years of experience at PwC. Over the past 15 years, he has played a key role in the company’s growth and success. His responsibilities include conducting in-depth research on portfolio companies and overseeing the company’s financial operations.
Fund Manager, PMS
As the Founder Director and a qualified Chartered Accountant, he brings over 18 years of extensive experience in the capital markets. A first-generation entrepreneur, he has been instrumental in driving the company’s strategic growth through in-depth research and business development initiatives. His insights into the equity markets are widely recognized—he has contributed articles and opinions to leading newspapers and newsletters and has been a featured speaker at various industry forums and conferences.
Fund Manager, PMS
As a core member of the investment team, he plays a pivotal role in shaping Care PMS’s investment philosophy. With over 30 years of experience in the capital markets, his exceptional stock-picking acumen and deep market insight have been instrumental in distinguishing Care PMS as a leading portfolio management firm. He continues to guide the investment team with strategic foresight and a commitment to delivering consistent long-term value for clients.
201, Silver Heights, TPS III, 51st Road, Borivali (West), Mumbai 400092, India SEBI Reg No : INP000004128