Fort Capital Investment Advisory Pvt Ltd

AUM (Cr.)

189.58

Clients

109

Inv. Approach

As On Date

31 October 2025

Fort Capital is an agile investment advisory firm driven by the pursuit of superior risk-adjusted returns. Rooted in a deep equity culture, the firm’s pedigree and identity are firmly anchored in the financial markets. Fort Capital seeks to harness the power of the markets for its clients through a blend of knowledge, experience, and disciplined execution. The firm is committed to creating innovative, thoughtfully designed investment products that embody its founding principle of growth through discipline—while making traditionally inaccessible opportunities available to a wider set of investors.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Value Fund	Small Cap	-3.19%	12.10%	12.65%	27.57%	Sep 2018
Dynamic	Multi Cap & Flexi Cap	13.55%	NA	NA	NA	Jan 2024

* 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 March 23, 2023, and Revised Annexure-1

Portfolio Managers

Mr Ishan Thakkar

Fund Manager

Mr. Ishan Thakkar, an MBA in Finance, brings over six years of focused experience in the Indian equity markets. Since joining Fort Capital in 2018, he has played a pivotal role in shaping the firm’s pre-investment framework and actively managing portfolio holdings. Ishan specializes in identifying high-conviction opportunities through a disciplined bottom-up stock selection process. His rigorous evaluation method includes tracking management commentary against actual performance for 6–8 quarters prior to investment—an approach that has consistently contributed to sustained outperformance against benchmark indices.

Fort Capital Investment Advisory Pvt Ltd

PMS Investments

Portfolio Managers

Mr Ishan Thakkar

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