Investment Process
Masterclass
Press & Media
Contact
Client LoginRequest a consultation Download brochure
Care PMS brochure

Our firm, our approach, in brief.

An overview of Care Portfolio Managers, our philosophy, investment process, investment approaches and team, available to download.

View and download

The Care PMS brochure.

A concise reference to our firm, investment philosophy, process, investment approaches and team, prepared for prospective investors, family offices and advisers.

Care PMS
SEBI registered portfolio manager · since 2011

Empowering people by creating wealth.

Loading brochure…
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.

View brochure