Care PMS

Care Portfolio Managers, is a licensed PMS by SEBI. Care Portfolio Management Service, is managed by the team of Chartered Accountants who are sharing the common dream of becoming the source of wealth creation for their investors by managing over Rs 325Cr spread over six hundred plus clients as on 30th April 2018. The team has more than 20 years of experience in capital markets and the clients include Individuals, Corporates and NRIs. Care Portfolio Management Service, invests exclusively in listed Indian equities, depending upon the risk appetite of its investors. Care Portfolio Management Services, with their expert’s strong research, identifying young companies with growth potential which can deliver good returns. Care Portfolio Management Service's core principles: Catch the Stock Young, Focus on Fundamentals, Investing & Not Trading. investment style focuses on identifying the potential multi-baggers by focusing on the fundamentals of the company, its business and by applying stringent filters while selecting the company and management meet where required.

Fund Managers

Mr. Amit Doshi

Fund Manager, PMS

He is CA by qualification, after working with Big 4 (PwC), joined the core team in 2010 to take the company to its well-deserved position. His role includes research and portfolio management.

Mr. Arpit Shah

Fund Manager, PMS

He is founder director of the company and a CA by qualification. He has over 12 years of secondary capital market experience. His role includes research and portfolio management.

Mr. Jayant Mamania

Fund Manager, PMS

He is key personnel of the investment team. His stock picking ability makes Care PMS a distinct portfolio manager. He heads the investment team and has over 20 years of experience.


Strategy

Care PMS - Growth Plus Value - SMALL & MID CAP

It is a small cap strategy which aims at creating wealth through long term investment in equity stocks which are dominant players in their particular field or sector. A bottom-up approach is followed while selecting stocks and companies having high growth, good management, attractive valuations and strong financials are chosen for the portfolio. The strategy has created attractive alpha in long term as compared to the benchmark index BSE small cap.

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Care PMS - Large & Midcap Strategy - LARGE & MID CAP

To identify companies which are growing in their business and trading at reasonable valuation. Portfolio will be of 20 companies from 8-10 sectors from Top 250 companies by market cap. Also, 50% allocation to NIFTY50 companies.

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