DRChoksey FinServ Pvt Ltd

DRChoksey FinServ Pvt Ltd

AUM (Cr.)

629.30

Clients

126

Inv. Approach

1

As On Date

30 September 2025

For over four decades, the DRChoksey Group has been a trusted leader in client investments and financial services. Founded by Deven Choksey, the group has grown through DRChoksey Wealth to provide comprehensive Wealth Management and Investment Advisory solutions to individual investors, HNIs, family offices, and institutions. With a strong emphasis on generating superior returns, safeguarding assets, and enabling effective retirement and legacy planning, the team—led by Deven Choksey and seasoned professionals—delivers holistic wealth management. A major milestone in its evolution was the demerger of the KRChoksey Group’s broking and wealth management business, resulting in the formation of DR Choksey Finserv and a sharper focus on wealth management excellence. Today, DRChoksey Group stands as a premier name in financial advisory, with DCFPL, a SEBI-registered Portfolio Manager, offering customized solutions for both resident and NRI clients while upholding the highest standards of trust, transparency, and performance.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Alpha Invest Multi Cap & Flexi Cap -12.32% 8.98% 10.78% 17.28% Mar 2007

* 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

Portfolio Managers

Ms. Vaishali Pitale
Ms. Vaishali Pitale

Fund Manager, PMS

With over two decades of experience in the capital markets, Ms. Vaishali leads the PMS division with exceptional expertise and vision. A Chartered Accountant by qualification, she brings deep research acumen and a strategic approach to portfolio management. Under her leadership, the team has been successfully managing portfolios for a distinguished clientele, consistently delivering strong performance. Her excellent interpersonal skills and passion for wealth creation have been instrumental in driving the remarkable growth of the PMS business within a short period.

AMC Reg. Address

SEBI Reg No.: INP000007906

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