Electrum Portfolio Managers PMS is a boutique, SEBI-registered portfolio management service in India that focuses on delivering long-term wealth creation through a disciplined, research-driven investment approach. Backed by its association with Arihant Capital Markets, the firm has steadily positioned itself among the emerging PMS players catering primarily to high-net-worth individuals (HNIs) and institutional investors seeking differentiated equity strategies.
At the core of Electrum’s philosophy lies a bottom-up stock selection process that is both benchmark-agnostic and sector-agnostic. Instead of tracking indices, the firm emphasizes identifying fundamentally strong businesses with sustainable growth potential, robust governance, and attractive valuations. Its investment framework is rooted in the Growth at a Reasonable Price (GARP) strategy, which balances growth opportunities with valuation discipline—an approach designed to generate alpha over market cycles.
Electrum PMS is particularly known for its focus on under-researched small- and mid-cap companies. By targeting companies that are often overlooked by larger institutional investors, the firm aims to uncover hidden opportunities with significant upside potential. This strategy is supported by deep fundamental research, detailed financial analysis, and a strong emphasis on risk management to navigate market volatility.
The firm offers multiple PMS strategies, including flagship offerings like the Laureate Portfolio, which seeks long-term capital appreciation through concentrated, high-conviction investments. In addition, Electrum provides customized portfolios tailored to individual investor goals, risk appetite, and time horizon. These portfolios typically require a minimum investment of ₹50 lakh, in line with SEBI PMS regulations, and provide investors with direct ownership of securities in their demat accounts.
As of 2025–2026, Electrum Portfolio Managers has been managing assets in the range of approximately ₹600–790 crore, reflecting its growing presence in India’s PMS landscape. The firm has also expanded into alternative investments with the launch of its Category III AIF, further reinforcing its capability to offer sophisticated investment solutions.
Overall, Electrum Portfolio Managers PMS stands out as a research-focused, high-conviction portfolio manager that prioritizes quality investing, disciplined execution, and long-term wealth compounding. While relatively smaller compared to industry giants, its focused approach and emphasis on fundamentals make it a compelling choice for investors seeking active portfolio management beyond traditional mutual funds.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
| Laureate Portfolio | Small & Mid Cap | -7.62% | 16.25% | 22.69% | NA | Nov 2020 |
* Returns are as of 31st October 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 23rd March, 2023, and Revised Annexure-1
Fund Manager
Romil has 12 years of experience in fund management and equity research, having worked with leading institutions such as Quantum Advisors, JM Financial PMS, and Systematix PMS. At Quantum, he was part of the research team supporting offshore clients including foundations, pension funds, and endowments. In his most recent role at Systematix PMS, he covered multiple sectors and assisted the CIO in portfolio management. Romil is a CFA (USA), a Chartered Accountant, and a Commerce graduate from HR College, Mumbai.
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