IIFL Capital Services Limited announced that its Portfolio Management Services (PMS) business has surpassed ₹500 crore in assets under management (AUM) within six months of its launch in May 2025.

The scale-up reflects strong investor interest in IIFL Capital’s research-driven, fundamentals-focused investment approach, led by veteran fund manager Bhaskar Bukrediwala. The PMS platform has attracted participation from investors across geographies, including high-net-worth individuals and family offices, according to the company.

IIFL Capital’s PMS strategies focus on high-quality businesses with established leadership positions in their respective industries. These businesses typically demonstrate strong MOAT, strong Balance sheet and cash flow generation that reflect their strength and capabilities. 

Commenting on the milestone, Bukrediwala said: “Crossing ₹500 crore in AUM within six months marks an important step as we build IIFL Capital’s asset management franchise. The response reflects investor confidence in IIFL’s platform and our disciplined investment philosophy. We remain focused on delivering sustainable, risk-adjusted returns for our investors over market cycles.”

Its flagship Investment strategy - IIFL Bluechip Alpha  -- has delivered 8.9% returns in its first six months outperforming the NIFTY 50 TRI benchmark return of 6.7%, generating an alpha of 2.2% as of November 2025. The portfolio has maintained a moderate risk profile, with a beta of 0.6 and standard deviation of approximately 10%.