Care PMS Edge

Care PMS distinguishes itself through a rigorous methodology, integrating fundamental analysis, proprietary screeners and direct industry engagement. This comprehensive approach optimizes investment decisions, consolidating our reputation as industry leaders.

Identify Winners early

Our ability to identify changes early, whether from anticipated growth in numbers or stock re-rating or both, ensures a high probability of investing at a comfortable valuation.

Prefer Cashflow visibility

Our research emphasizes on cashflow-visibility more than growth-potential, this helps arrive at more realistic valuations.

Focussed

Our razor-sharp focus on equity investments in Indian markets, backed by thorough research, helps us identify opportunities and create value.

We're co-invested

Founders of Care PMS and the Investment Committee are invested in the same portfolio companies as clients.

Leaderboard

Both our PMS strategies are in the top 5 performing strategies in their respective categories and across time horizons.

Robust decision-making

Investment opportunities are deliberated within the Investment Committee and decisions are arrived at through consensus, making the investment process more robust.
Investment Approach

We conduct a detailed analysis of a company’s strategies, management’s execution capabilities and the pedigree of its leadership.

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Care PMS Growth Plus Value Strategy

The strategy was introduced in July 2011 with an emphasis on investing in companies across market capitalizations. It prioritizes companies with attractive valuation multiples, allocating higher weightage accordingly.
Process
Approach

1 month

3 months

6 months

1 year

3 years

5 years

10 years

Since inception

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Care PMS Growth Plus Value
Investment Approach
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BSE 500 TRI
Benchmark
values in percentage %
as on June 30th, 2024
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Care PMS Large & Midcap Strategy

The strategy was initiated in June 2020, aiming to invest in 18-20 companies selected from the top 250 companies by market capitalization. It focuses on companies with sustainable business models that endure across market cycles.
Process
Approach

1 month

3 months

6 months

1 year

3 years

Since Inception

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Care PMS Large & Midcap
Investment Approach
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BSE 500 TRI
Benchmark
values in percentage %
as on June 30th, 2024
Investment team

Care PMS, led by a team of chartered accountants, shares a unified vision of becoming a trusted portfolio manager dedicated to wealth creation for clients, both Resident and Non-Resident investors. With over two decades of experience in the capital market, our Investment team is committed to identifying and capitalizing on opportune moments for long-term wealth growth.

Jayant Mamania

FUND MANAGER
As a key member of the investment team, his exceptional stock-picking skills set Care PMS apart as a distinguished portfolio manager. With over 20 years of experience, he leads the investment team effectively.

Arpit Shah

INVESTMENT DIRECTOR
As the founder director of the company and a qualified CA, he brings over 12 years of extensive experience in the secondary capital market. His responsibilities primarily revolve around conducting research and managing portfolios.

Arpit Shah

INVESTMENT DIRECTOR
As the founder director of the company and a qualified CA, he brings over 12 years of extensive experience in the secondary capital market. His responsibilities primarily revolve around conducting research and managing portfolios.

Amit Doshi

INVESTMENT DIRECTOR
With a CA qualification, he transitioned from his tenure at Big 4 (PwC) to become an integral part of the core team in 2010, contributing significantly to the company’s ascent to its rightful position. His responsibilities encompass research and portfolio management.
Investor testimonials

Our proven track record instills confidence, demonstrating consistent success in delivering strong investment performance and value for our clients over time.

Care PMS has provided outstanding returns for my investments over the last almost 3 years that I have been with them. The team is very professional and prudent in its investment approach which encourages me to invest more.

Mr. Raghuram Ramachandran
CFO – Nexus Pharmacy, Australia

I have always been impressed by Care PMS’ diligent and prudent investment advise backed by solid research. The team is professional, proactive, grounded and does not get swayed away by the market trends. I will continue to invest with them.

Mr. Deepak Dhanak
Head of Tax, India & Asia, Star TV

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 thankful for their services.

Mr. Niranjan Govindekar
Associate Director, PwC

I invested in Care PMS in June,2014.I am pleased with the returns on my investment and also find comfort in regular communication through the website as also the quarterly webinar conducted by the team.
Promoters are easily accessible for queries and views on the market.Overall,a good experience.

Mr. Mathew Eipe
Ex. Godrej Group

Investment into equities are subject to market risk.
Please read the disclosure document carefully before investing. Wealth created at a CAGR of over 23% Rs 1 crore invested in July 2011 has grown to
Rs 15 crores by June 2024 Wealth created at a CAGR of over 23% Investment into equities are subject to market risk.
Please read the disclosure document carefully before investing. Rs 1 crore invested in July 2011 has grown to
Rs 15 crores by June 2024