Established in 2007, Care PMS was founded with the goal of sharing our expertise in equity investments to foster wealth creation. We obtained SEBI registration as a Portfolio Manager in 2011 and have since remained committed to our singular focus on this line of business.

About Us

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.

Care PMS is unwavering in its belief in India’s growth potential and therefore exclusively invests in listed Indian equities, tailored to the risk appetite of our clients.

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2007

Journey Begins

2014

Crossed 100+ client relationships

2015

AUM ₹ 100 Crores

2020

Launch of new strategy

2021

AUM ₹ 500 Crores
Our Ethos
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Equity

Our belief, our focus, our core and our expertise lie in equity = partnering. We are thrilled to partner with reputable companies, and we are confident that our clients will share in this excitement by doing the same.
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Trust

Trust is the most valuable asset in investment management, crucial for meeting expectations and fostering growth over time. It’s the single defining factor; without trust, no relationship in the world can endure.
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Services

Communication serves as the sole medium to convey our dedication and instill trust, while service standards and performance are the pillars that materialize this trust through our offerings.
Investment Team
Jayant Mamania

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

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

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.

Business Development Team
Vishal Shah

Vishal Shah

DIRECTOR

With over 15 years of experience in the capital market and client-facing roles, he holds qualifications as a Chartered Accountant and a Commerce Graduate. His expertise is pivotal in driving business development and operational initiatives.

Amee Shah

Amee Shah

Sr. Manager

Amee Shah, a BSc IT graduate, is a senior manager with over 4 years of experience in the industry. She focuses on business development and client relations, while also overseeing branding, social media management, and PR for Care PMS, ensuring the company’s presence and reputation are effectively managed. Amee is known for her client-centric approach.

Dhwani Vora

Dhwani Vora

Manager

Dhwani Vora is a dynamic professional specializing in business development and client relations. As the first point of contact for leads, she focuses in sales and nurturing business associate and client relationships. With a passion for client management, communication, and problem-solving, Dhwani skillfully identifies client needs and optimal investment opportunities.

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Pratitee Shah

Manager

Pratitee Shah leads our company’s growth initiatives as Business Development Manager. She identifies new opportunities, nurtures leads, and converts prospects into clients by showcasing our PMS offerings. She excels in multitasking, and providing prompt responses. While new to the field, her eagerness to learn and adapt in this dynamic environment is key to her success. Her role is crucial in expanding our client base and driving the company’s success.

Research Team
Kush Gangar

Kush Gangar

DIRECTOR

Since 2013, he has been a part of Care PMS, where his main focus lies in conducting thorough financial analyses to aid the investment directors in making informed decisions about companies. He holds a CA qualification.

Mohammad Patel

Mohammed Patel

Research Analyst

With more than 5 years of experience in Core Equity Research, Mohammed enhances the Investment Team at Care with his in-depth research skills and ability to link Quantitative data with Insightful narratives. He pursued Finbridge program from Finnacle Institute, is a Commerce graduate, and has cleared CFA Level 3. Prior to joining Care, he worked with Investment Advisory firm Blue Banyan.

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Saania Jain

Research Analyst

Saania Jain, a BBA graduate, is part of the research team and brings a strong background in research methodology. Having pursued the Finbridge program from Finnacle, she excels in analyzing company data to extract valuable insights that support strategic objectives. Despite being new to the industry, her hard-working nature and collaborative approach are quickly making her an asset to the team.

Client Servicing
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Rupal Desai

With over 20 years of experience spanning various industries, Rupal Buland Desai holds an MBA in Operations and Administration from WNS. She is a valued member of the operations team, specializing in client onboarding and management, addressing queries, servicing, and KYC compliance. Rupal brings a wealth of expertise in ensuring seamless client interactions and operational efficiency.

Vatsal Zaveri

Vatsal Zaveri

Vatsal Zaveri, an MBA by qualification, is passionate about client servicing and adept at handling business operations. With a focus on problem-solving, time management, and managing backend operations, he ensures smooth workflows. Vatsal also takes charge of client queries, custody, and compliance oversight, demonstrating a comprehensive approach to operational excellence.

Our Brand Explained

The Globe symbolizes Care PMS’s global aspirations, striving for 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 changes. Vibrant orange, a power color, and the connected “+” reflect our vision:

Empowering people by creating wealth