Nearly two decades of compounding trust.
From a founding vision in 2007 to a SEBI registered portfolio manager entrusted with over ₹1,000 crore. Every milestone has been built on research, patience and enduring client relationships.
The milestones.
Each milestone reflects our singular commitment to equity portfolio management.
Journey begins
Care PMS is founded with the goal of sharing our expertise in equity investments to foster wealth creation.
SEBI registration
Registered with SEBI as a Portfolio Manager.
100+ client relationships
Crossed 100 client relationships.
AUM ₹100 crores
Assets under management reach ₹100 crore.
500+ client relationships
Crossed 500 client relationships.
Launch of new strategy
The Large & Midcap investment approach is launched.
AUM ₹500 crores
Assets under management reach ₹500 crore.
AUM ₹1,000 crores
Assets under management reach ₹1,000 crore.
Scale earned, not chased.
Assets under management have grown tenfold since 2015, alongside a client base that now spans more than 700 portfolios in India and overseas.
PMS House of the Year
IPV Wealth Wise Partner Summit & Awards 2026, South Region.
Assets under management milestones.
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.
- 01
Consultation
A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.
- 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.
- 03
Portfolio activation
Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.