Care PMS at Finsherpa
We’re grateful to Finsherpa for hosting a fantastic event last week. Arpit Shah, Co-founder and Fund Manager, and Vishal Shah, Director of Care PMS, shared our investment philosophy and strategies with clients.
IA – Growth plus Value
Care PMS Growth Plus Value as on July 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 July 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…
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Seminar with Santacruz Medical Social Association (Income vs Wealth)
On July 14th, Care Portfolio Managers Pvt. Ltd. had the privilege to engage with a distinguished group of doctors at Hotel Sea Princess, Mumbai. Our Investment Director, Arpit Shah, delivered an enlightening presentation on “Income vs. Wealth”.
IA – Growth plus Value
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.
IA – Large and Midcap
Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization.
Offsite 2024
The Care PMS team embarked on an exhilarating offsite retreat to Anchaviyo Resort in Wada from June 21st to 23rd, 2024. This unforgettable experience was filled with games, celebrations and meaningful discussions that brought us closer together.
Market Overview – March 2024
Global Economy and Stock Markets Global growth is projected at 3.1% in 2024 and 3.2% in 2025. The forecast for 2024–25 is, however, below the historical (2000–2019) average of 3.8%, with elevated central bank policy rates to fight inflation, a withdrawal of fiscal support amid high debt weighing on economic activity and low underlying productivity…
Care PMS at the Jain Chartered Accountants Federation (JCAF)
On June 14, 2024, CA Amit Doshi, Director at CarePMS, delivered an enlightening talk at the Jain Chartered Accountants Federation (JCAF) event in Borivali West, Mumbai. His insightful session, titled “Old Age Business – Dying or Worth Investing?”.