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…

PMS Bazaar Conclave 2024

PMS Bazaar Conclave 2024

We’re thrilled to share highlights from last week’s PMS Bazaar Conclave 2024 in Chennai! Held at the majestic Taj Connemara, the event was a resounding success, featuring enriching presentations and lively panel discussions with some of the brightest minds in the industry.

Market Overview – June 2024

Global Economy and Stock Markets The global economy is set for modest growth over the next two years amid cooling activity in the U.S., a bottoming-out in Europe and stronger consumption and exports for China. The IMF kept its 2024 global real gross domestic product growth forecast unchanged from April at 3.2% and raised its…

Care PMS at Finsherpa

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…