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Milestone

Celebrating Care Portfolio Managers Surpassing ₹1000 Cr in Assets Under Management!

September 2024Milestone5 photographs
Celebrating Care Portfolio Managers Surpassing ₹1000 Cr in Assets Under Management!

Care Portfolio Managers has surpassed ₹1,000 crore in AUM, with a 24% CAGR since inception, outperforming all market indices.

Highlights

  1. Care Portfolio Managers has crossed ₹1,000 crore in assets under management.
  2. The firm has grown at a 24% CAGR since inception, outperforming market indices.
  3. From ₹3 crore in July 2011 to ₹45 crore in August 2014, and roughly 22-fold growth over the last decade.
  4. Our heartfelt thanks to our clients and community; we look ahead to the next chapter of growth.

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Direct onboarding

Begin your Care PMS journey.

Invest directly with a SEBI registered portfolio manager, as a resident or a non-resident investor. Contact us at connect@carepms.com and our team will guide you through every step.

  1. 01

    Consultation

    A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.

  2. 02

    Documentation

    A PMS bank account and demat account are opened in your name. You sign the PMS agreement and grant the Power of Attorney.

  3. 03

    Portfolio activation

    Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.

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