Creating wealth by investing in fundamentally strong companies.
Care PMS was established in 2007 to apply deep equity-research expertise to the creation of long-term wealth. Registered with SEBI as a Portfolio Manager since 2011, we have remained focused on a single line of business: the management of listed Indian equity portfolios.
A singular focus on Indian equities.
Led by chartered accountants, Care PMS has one objective: to be a trusted, long-term steward of equity wealth for resident and non-resident investors.
With over two decades of experience in the capital market, our investment team is committed to identifying and capitalising on opportune moments for long-term wealth growth. Care PMS is unwavering in its belief in India’s growth potential and therefore invests exclusively in listed Indian equities, tailored to the risk appetite of each client.
Care PMS in numbers.
Nearly two decades of patient, research-led equity investing.
Year established
Registered with SEBI as a Portfolio Manager
Assets under management
Client portfolios
Offices in Mumbai and Ahmedabad
The principles we never compromise.
Equity
Equity is our core expertise, and to us equity means partnership. We invest alongside reputable companies, and our clients share in that conviction by investing with us.
Trust
Trust is the most valuable asset in investment management, essential to meeting expectations and fostering growth over time. It is the single defining factor; without trust, no relationship can endure.
Services
Communication is the medium through which we convey our dedication and instil trust, while service standards and performance are the pillars that give that trust substance.
“Empowering people by creating wealth.”
A globe, an infinity, and room to grow.
The globe symbolises Care PMS’s global aspirations and our pursuit of world-class standards. The plus sign within forms the symbol of infinity (∞), signifying the protection and boundless growth potential of our clients’ capital. The space within denotes transparency, while the open space on the right signifies our adaptability to dynamic business change.
Orange, a colour of energy and ambition, and the connected “+” express our vision:
“Empowering people by creating wealth.”
More about Care PMS
Journey and milestones
From our founding to ₹1,000 crore in assets under management.
Investment and client teams
Investment, business development, research and client-servicing professionals.
Services
Discretionary and non-discretionary portfolio management in direct equities.
Events
Investor forums, conferences, recognition and life at Care PMS.
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.