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Investor session

Chennai Finsherpa Event

5 September 2026GRT Convention Centre, T Nagar, Chennai5 photographs
Chennai Finsherpa Event

Care PMS participated in an investor session hosted by Finsherpa at GRT Convention Centre, Chennai, featuring perspectives from CA Arpit Shah and CA Vishal Shah on Portfolio Management Services, disciplined investing and long-term wealth creation.

Highlights

  1. Care PMS participated in an investor session hosted by Finsherpa at GRT Convention Centre, T Nagar, Chennai, on 5 September 2026.
  2. CA Arpit Shah, Co-founder & Director, presented “Spot the Shift, Own the Future” · on identifying change early and staying aligned with future opportunities.
  3. CA Vishal Shah, Director, presented “Beyond Returns: The Care PMS Way of Building Long-Term Wealth” · on disciplined investing and long-term wealth creation.
  4. The programme included direct conversations, investor questions and one-on-one interactions with the Care PMS team.
  5. The evening concluded with a networking dinner. Our thanks to Team Finsherpa and every attendee.

Gallery

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.

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