Cosmea Portfolio Mgnt Pvt Ltd (erstwhile Torus)

Cosmea Portfolio Mgnt Pvt Ltd (erstwhile Torus)

AUM (Cr.)

141.92

Clients

65

Inv. Approach

2

As On Date

30 September 2025

Cosmea Portfolio Management Pvt. Ltd. (Cosmea PMS) is an emerging boutique portfolio management firm in India, focused on delivering personalized, research-driven investment solutions to high-net-worth individuals (HNIs) and sophisticated investors. Established in 2019 and headquartered in Mumbai, the company operates as a SEBI-registered PMS provider, offering discretionary portfolio management services with a strong emphasis on long-term wealth creation and disciplined investing.

At its core, Cosmea PMS follows a philosophy of generating consistent, risk-adjusted returns by combining fundamental research with quantitative insights. The firm believes in simplifying investing while maintaining a robust analytical framework. Its investment process focuses on identifying high-quality businesses with sustainable growth potential, strong management, and attractive valuations. This blend of data-driven and fundamental investing helps create portfolios designed to perform across different market cycles rather than relying on short-term market trends.

Cosmea offers multiple strategies tailored to varying investor goals and risk appetites. Key offerings include All Weather Strategy, designed to provide stability across market conditions; Alpha Compounders, which focuses on long-term wealth creation through high-growth companies; and Alpha Value, targeting undervalued opportunities with strong upside potential. These strategies typically invest across large-cap, mid-cap, and multi-cap segments, ensuring diversification while aiming for alpha generation.

One of the distinguishing aspects of Cosmea PMS is its client-centric approach. The firm emphasizes transparency, customization, and continuous communication, allowing investors to align their portfolios with their financial objectives. Portfolios are actively monitored and rebalanced based on evolving market conditions, macroeconomic trends, and company-specific developments. Backed by a team with decades of experience in financial services and portfolio management, Cosmea leverages both industry expertise and technology to enhance decision-making and execution.

Despite being relatively small in size compared to larger PMS players, Cosmea manages a focused asset base and a limited number of clients, which enables a more personalized investment experience. As of early 2026, the firm manages assets of around ₹130 crore with a select set of investment strategies, reflecting its niche positioning in the PMS space.

Overall, Cosmea Portfolio Management PMS positions itself as a modern, agile portfolio manager that blends traditional investing principles with data-driven insights. Its emphasis on disciplined research, diversified strategies, and long-term value creation makes it a compelling option for investors seeking customized and actively managed equity portfolios in India.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
All Weather Portfolio Mid & Large Cap -9.97% 20.51% 22.34% 20.18% Nov 2022
Alpha Compounders Multi Cap & Flexi Cap -6.05% 18.36% NA NA Nov 2022

*Returns are as of 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

Portfolio Managers

Mr Ankit Doshi
Mr Ankit Doshi

Fund Manager

Ankit Doshi is a seasoned professional with over a decade of experience in finance and technology, specializing in quantitative research and factor-based investing. He is an expert in developing alpha-driven strategies and possesses a strong command of big data analytics and algorithmic trading, blending analytical precision with technological innovation to enhance investment performance.

Mr. Hemal Shah
Mr. Hemal Shah

Fund Manager

Hemal Shah brings over 14 years of extensive market experience to his role as Fund Manager at Torus Oro AMC, where he manages portfolios for HNI clients and drives the firm’s investment strategies. His journey in the financial sector began in 2009 as a DNT Executive at Sharekhan, followed by a role at Angel Broking as an Equity Advisor to NRI clients, offering customized investment guidance. At ICICI Securities, he managed over 250 clients in equity advisory and portfolio restructuring before moving to Aditya Birla Capital, where he spent nearly five years overseeing Non-Discretionary PMS portfolios worth over ₹150 crores. Currently, at Torus Oro, Hemal manages portfolios exceeding ₹100 crores, leveraging his expertise in structured and customized portfolio strategies. His investment philosophy is rooted in active management, seeking to capitalize on market volatility and continuous information flow to deliver consistent value. With a Masters in Accounting & Finance from the University of Mumbai (2012) and a Business Diploma from Welingkar Institute of Management (2014), Hemal combines academic rigor with a contrarian investment approach, identifying overlooked opportunities and focusing on niche and mid-cap segments that are difficult to replicate. His client-centric vision and proven track record reflect a deep commitment to building trust, generating sustainable returns, and delivering personalized investment solutions that endure over time.

AMC Reg. Address

2nd Floor, ICC Chambers 2, Saki Vihar Rd, Muranjan Wadi, Marol, Andheri East, Mumbai, Maharashtra 400072 SEBI Reg. No.: INP000006882

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