Envision Capital Services Pvt Ltd

AUM (Cr.)

1936.44

Clients

Inv. Approach

As On Date

31 October 2025

Envision Capital Services Private Limited is a SEBI-registered investment management firm specializing in India’s public markets. The company offers Portfolio Management Services (PMS) and Portfolio Advisory Services to select institutions, family offices, and private clients. Envision Capital’s edge lies in its investment team’s deep expertise, local market presence, and proven track record in generating alpha. The firm’s core approach focuses on uncovering value, particularly in growth-oriented businesses, through a disciplined and research-driven investment process.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
India Opportunities	Multi Cap & Flexi Cap	5.21%	18.62%	20.57%	NA	Apr 2021

* Returns are as on 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. 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

Envision Capital Services Pvt Ltd

PMS Investments

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