Clockvine Capital Advisors Pvt Ltd
Clockvine Capital Advisors Pvt. Ltd. is an emerging Portfolio Management Services (PMS) provider in India, positioned as a boutique investment firm focused on disciplined, research-driven equity investing. Headquartered in Mumbai and registered with the Securities and Exchange Board of India (SEBI), the firm caters primarily to high-net-worth individuals (HNIs) seeking personalized portfolio management solutions aligned with long-term wealth creation goals.
Founded by Jasdeep Walia, Clockvine Capital draws on deep institutional experience in capital markets. Walia brings over 17 years of expertise across equity research, investment management, and sales, including a significant tenure at Kotak Mahindra Bank. This background reflects in the firm’s investment philosophy, which emphasizes fundamental analysis, disciplined portfolio construction, and a long-term approach to compounding capital.
Clockvine Capital PMS follows a multi-cap and flexi-cap investment strategy through its flagship offering, commonly referred to as the Growth Fund. The strategy aims to build a diversified portfolio across large-cap, mid-cap, and small-cap stocks, balancing stability with high-growth opportunities. The focus is on identifying businesses with strong earnings potential, scalable models, and sound management quality. This approach allows the firm to adapt dynamically to changing market conditions while maintaining a long-term investment horizon.
Despite being a relatively new entrant (established around 2022–2023), Clockvine Capital has steadily built its presence in the PMS space. As of early 2026, the firm manages assets in the range of approximately ₹75–78 crore, with a limited number of strategies and a focused client base. This smaller scale reflects its boutique positioning, where the emphasis is on quality over quantity and personalized attention rather than rapid asset accumulation.
In terms of structure, the PMS offering is discretionary, meaning investment decisions are made by professional fund managers on behalf of clients, based on predefined objectives and risk tolerance. The firm typically requires a minimum investment of ₹50 lakh, in line with SEBI regulations for PMS investments in India.
Overall, Clockvine Capital Advisors PMS stands out as a niche, research-oriented portfolio manager that prioritizes disciplined investing and long-term value creation. While its track record is still evolving due to its recent inception, its experienced leadership, focused strategy, and commitment to fundamental investing make it a noteworthy option for investors looking for personalized equity portfolio management in India.
