Celebrating 1000 Cr AUM in Mumbai!
We celebrated our 1000 Cr AUM milestone in Mumbai with our valued clients. The event was filled with music, joy, and a wonderful lunch. A big thank you to everyone who joined us for this special occasion.
Market Overview – September 2024
Global Economy and Stock Markets Global economy is expected to grow at 3.2% in both 2024 and 2025. The short-term outlook for the global economy is stabilizing but many vulnerabilities remain. The reason for cautious optimism is easing of inflation and evidence of resilience of global commerce. Headline inflation in the G20 is projected to…
Celebrating 1000 Cr AUM in Dubai!
We’re thrilled to share highlights from our 1000 Cr AUM milestone celebration in Dubai! It was an unforgettable day with our esteemed clients, filled with joy, music, and great conversation. Thank you for being part of this journey—here’s to many more milestones together!
IA – Growth plus Value
Care PMS Growth Plus Value as on October 31st, 2024 Investment Objective Invest in Indian listed companies via fundamental research backed ideas to compound capital over the long-term. The Strategy involves a greater allocation towards small-cap companies exhibiting sunstantial business growth rates available at reasonable valuation. Know Your Investment Approach Growth Plus Value 19 July…
IA – Large and Midcap
Care PMS Large & Midcap as on October 31st, 2024 Investment Objective Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization. Know Your Investment Approach Large & Midcap 03 July 2020 Launch Date 3-5 Years Time Horizon Moderate Volatility Model Portfolio Construction…
IA – Growth plus Value
Care PMS Growth Plus Value as on September 30th, 2024 Investment Objective Invest in Indian listed companies via fundamental research backed ideas to compound capital over the long-term. The Strategy involves a greater allocation towards small-cap companies exhibiting sunstantial business growth rates available at reasonable valuation. Know Your Investment Approach Growth Plus Value 19 July…
IA – Large and Midcap
Care PMS Large & Midcap as on September 30th, 2024 Investment Objective Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization. Know Your Investment Approach Large & Midcap 03 July 2020 Launch Date 3-5 Years Time Horizon Moderate Volatility Model Portfolio Construction…
Fund Manager Connect 2024
On October 5th, PMS Bazaar hosted an exclusive event in Bangalore, titled “Seeing the Unseen,” where our Co-Founder and Investment Director, Arpit Shah, discussed Care PMS’s investment thesis, research methodologies, and key factors for selecting a Portfolio Management Service (PMS).
IA – Growth plus Value
Care PMS Growth Plus Value as on August 31st, 2024 Investment Objective Invest in Indian listed companies via fundamental research backed ideas to compound capital over the long-term. The Strategy involves a greater allocation towards small-cap companies exhibiting sunstantial business growth rates available at reasonable valuation. Know Your Investment Approach Growth Plus Value 19 July…
IA – Large and Midcap
Care PMS Large & Midcap as on August 31st, 2024 Investment Objective Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization. Know Your Investment Approach Large & Midcap 03 July 2020 Launch Date 3-5 Years Time Horizon Moderate Volatility Model Portfolio Construction…