Preserve First Grow Next: Why HNWI needs systematic Investing?
70% of wealthy families lose their wealth by the second generation. At Care PMS, we help HNWIs preserve and grow their legacy through systematic, goal-based investing.
70% of wealthy families lose their wealth by the second generation. At Care PMS, we help HNWIs preserve and grow their legacy through systematic, goal-based investing.
The Care PMS Investor Meet 2025 in Hyderabad was a grand success! Co-Founder & Investment Director Arpit Shah shared a powerful market outlook and Care PMS’s unique investment approach, followed by interactive Q&A sessions and a lively networking lunch with valued investors.
Care PMS Growth Plus Value as on June 30th, 2025 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…
Care PMS Large & Midcap as on June 30th, 2025 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…
At CarePMS, we design custom SIP frameworks for HNIs that balance opportunity with caution, so that every rupee is deployed with purpose.
At CarePMS, we offer a Balanced Edge – an integrated investment philosophy that combines the best of both worlds: growth and value investing.
The monsoon remains a powerful market mover, reminding us that, in India, the rhythm of the rains still echoes on the trading floor.
In a market often dominated by large-cap narratives, small-caps present a compelling—but underexplored—opportunity for long-term investors.
Care PMS Growth Plus Value as on May 31st, 2025 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…
Care PMS Large & Midcap as on May 31st, 2025 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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