A research-led portfolio manager focused on identifying small- and mid-cap companies early in their growth cycle. Our investment team of chartered accountants invests alongside clients, applying the same discipline to client capital as to its own.
₹1 crore invested in July 2011 had grown to ₹16 crore by September 2026. The curve illustrates the stated CAGR, not the month-by-month path. Investments in equities are subject to market risk; please read the disclosure document carefully before investing.
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Register for the webinarOur advantage is methodological. Fundamental analysis, proprietary screening and direct engagement across each company’s value chain are combined into a single, repeatable process, so that every investment thesis is tested before capital is committed.
Five-star ratedRigorous research, consistently applied.
Our ability to identify change early, whether from anticipated growth in numbers, a stock re-rating, or both, materially improves the probability of entering at a reasonable valuation.
Our research places greater emphasis on cash-flow visibility than on growth potential, enabling us to arrive at more realistic valuations.
An uncompromising focus on equity investments in Indian markets, supported by thorough research, enables us to identify opportunities and create value.
The founders of Care PMS and the Investment Committee are invested in the same portfolio companies as our clients.
Both our PMS approaches rank among the top five performing approaches in their respective categories, across time horizons.
Every opportunity is deliberated within the Investment Committee and decided by consensus, making the investment process more robust.
Every investment follows a rigorous assessment of the company’s strategy, management’s execution capability and the quality of its leadership. Only then do we commit capital, and we do so with conviction.
Introduced in July 2011, this approach invests across market capitalisations in companies with attractive valuation multiples and higher growth triggers, allocating greater weight accordingly.
Initiated in June 2020, this approach invests in 18–20 companies selected from the top 250 by market capitalisation, focusing on sustainable business models that endure across market cycles.
Investments in equities are subject to market risk. Past performance is not indicative of future returns. Please read the disclosure document carefully before investing.
Values in percentage, as on 30 September 2026, against the BSE 500 TRI, as published in our monthly factsheets.
Investment approach versus the BSE 500 TRI benchmark.
Investment approach versus the BSE 500 TRI benchmark.
Investments in equities are subject to market risk. Past performance is not indicative of future returns. Please read the disclosure document carefully before investing. Returns are not verified by SEBI.
Every company passes through five deliberate stages before it earns a place in a client portfolio.
Proprietary screeners identify companies on fundamental triggers and through each earnings season.
Extensive fundamental research on each company and its peer group to identify trends and turnarounds.
Engagement with participants across the value chain to test and validate our conclusions.
Companies are added or replaced only after consensus within the investment team.
Dialogue with management or investor relations on strategy, execution and leadership pedigree.
Care PMS is led by chartered accountants with more than two decades of capital-market experience. The investment team works to a single mandate: to build long-term wealth for resident and non-resident investors by identifying opportunity early and acting on it with discipline.
Jayant leads the investment team, bringing more than 30 years of experience in Indian equities. His stock-selection discipline is central to the firm’s investment process and to its standing as a portfolio manager.
A founder director and Chartered Accountant with more than 18 years of capital-market experience. A first-generation entrepreneur, Arpit leads in-depth research and business development, and shapes the firm’s strategic growth.
A Chartered Accountant who spent more than seven years at PwC before joining the core team in 2010. Amit has played a central role in the firm’s growth over the past 15 years and is responsible for portfolio-company research and the finance function.
The relationships we value most are long-standing ones. In their own words, clients describe what partnering with Care PMS has meant for their portfolios.
“Care PMS has provided outstanding returns for my investments over the almost three years I have been with them. The team is very professional and prudent in its investment approach, which encourages me to invest more.”
“I have always been impressed by Care PMS’ diligent and prudent investment advice backed by solid research. The team is professional, proactive, grounded and does not get swayed by market trends.”
“Care PMS has a deep knowledge and study of the Indian financial markets to build power-pack portfolios. They have indeed lived up to their motto of ‘Empowering People by Creating Wealth’.”
“I invested with Care PMS in June 2014. I am pleased with the returns and find comfort in regular communication and the quarterly webinars. Promoters are easily accessible for queries and views on the market.”
Fifteen years of compounding, recognition from the industry and coverage across leading financial publications.
Wealth created at a CAGR of over 20%. ₹1 crore invested in July 2011 had grown to ₹16 crore by September 2026.
IPV Wealth Wise Partner Summit & Awards 2026, South Region.
As reported by The Hindu BusinessLine, based on PMS Bazaar data.
From ₹100 crore in 2015 and ₹500 crore in 2021.
Investment into equities is subject to market risk. Please read the disclosure document carefully before investing.
Perspectives from our research desk on sector developments, market behaviour and the discipline behind our portfolio decisions.
India’s textile exports are gaining momentum, with broad-based growth across cotton, man-made textiles, carpets and handicrafts, highlighting the sector’s expanding export opportunity.
Read the insight
Copper’s growing role in electrification is reshaping manufacturing costs, margins and pricing across industries, creating important second-order impacts for businesses and investors.
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Not every researched company belongs in a portfolio. At Care PMS, disciplined investing also means knowing when to walk away by assessing balance sheet strength, growth visibility, management execution, capital allocation and cash flows.
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A sharp stock rally does not always mean more upside remains. Episode 1 of Inside the Investment Room explores how investors can assess whether rising prices are supported by business execution or have moved ahead of future return potential.
Read the insight
A 50% stock decline does not automatically make it cheap. Episode 2 of Small-Cap: Fact vs Fiction explores how to distinguish a price correction from genuine value by looking beyond the stock price to the underlying business.
Read the insight
Meta’s settlement highlights how legal and regulatory risks can impact earnings, cash flows and investor sentiment, reinforcing the need to assess global investments beyond growth and past returns.
Read the insightInvest 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.
A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.
A PMS bank account and demat account are opened in your name. You sign the PMS agreement and grant the Power of Attorney.
Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.
SEBI registered portfolio manager · since 2011Our firm, investment philosophy, process, investment approaches and team, in one concise reference.
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