Direct ownership. Professional stewardship.

We specialise in managing equity portfolios, exclusively dedicated to investing client funds in publicly listed companies in India. Our approach is grounded in fundamental analysis, with companies selected meticulously for a minimum investment horizon of five years or more. Unlike mutual funds, where you own units, with our Portfolio Management Services you directly own equities, ensuring a more direct and personalised investment experience.

Investors may access discretionary services by appointing Care PMS as their portfolio manager. Care PMS manages both the identification and the execution of investments on behalf of clients. Clients engage by signing a Discretionary PMS service agreement and granting a Power of Attorney to Care PMS.

Investors facing compliance restrictions because of their occupation can benefit from Non-Discretionary PMS. Under this arrangement, Care PMS seeks the client’s prior consent before making any new investment decision. The service is ideal for employees of audit and law firms, directors and others who face investment restrictions due to their professional positions. Clients engage by signing a Non-Discretionary PMS service agreement and granting a Power of Attorney to Care PMS.