Bellwether Capital Pvt Ltd

Bellwether Capital Pvt Ltd

AUM (Cr.)

1625.37

No. of Clients

442

No. of Strategy

1

As On

31 July 2021

Bellwether Capital was established in April 2004 as a Securities & Exchange Board of India (SEBI) registered Equity Portfolio Manager. The investment management firm was founded by two professionals from the financial services industry, Ranjit Dongre (ex-Rothschild) and Miten Mehta (ex-Credit Suisse), who between them have almost 50 years of experience. The two founders of the business own the private limited company in equal parts. Bellwether Capital is engaged in the business of managing equity portfolios for private clients and their families.The nature of clientele is not restricted to ultra high net worth families, although we do have a few on the roster, but is more slanted to our own professional backgrounds.Hence, the majority of our clients are highly upwardly mobile professionals, medium sized businessmen,professionals who started business ventures and have exited and retired folks.The idea was to service this under banked segment,with the caliber and scale of a big investment house, albeit with a highly client oriented and boutique approach.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Bellwether - Long Term Growth
MULTI CAP 73.23% 21.70% 20.19% 19.33% 23 Apr, 2004

* All performance above are as on 30th September 2021  * Above 1 year returns are in CAGR  

Portfolio Manager Profile

Mr. Miten Mehta

Mr. Miten Mehta

Fund Manager

AMC Registered Address

508 Raheja Chambers, Free Press Journal Road,Nariman Point,Mumbai,Maharashtra,India-400021
SEBI Reg No : INP000000910

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.