An incredible experience at Dubai Alternate Investment Summit 2025!
Arpit Shah shared insights on “New Moats of Old Age Business” at PMS Bazaar, connecting with industry leaders on market strategies and value creation.
IA – Growth plus Value
Care PMS Growth Plus Value as on January 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 2011…
IA – Large and Midcap
Care PMS Large & Midcap as on January 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…
Market Overview – December 2024
Global Economy Despite rising protectionism and the sluggish growth outlook for Euro-zone and China, global growth remained resilient at around 3.2% for Calendar Year 2024. For the 2nd year running, the US economy surprised on the upside whereas hopes of a recovery were partially dashed in Europe and China. The American consumer remains the main…
IA – Growth plus Value
Care PMS Growth Plus Value as on December 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 December 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 November 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 November 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…
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…