Care PMS has provided outstanding returns for my investments over the last almost 3 years that I have been with them. The team is very professional and prudent in its investment approach which encourages me to invest more.

Mr. Raghuram Ramachandran
CFO – Nexus Pharmacy, Australia

I have always been impressed by Care PMS’ diligent and prudent investment advise backed by solid research. The team is professional, proactive, grounded and does not get swayed away by the market trends. I will continue to invest with them.

Mr. Deepak Dhanak
Head of Tax, India & Asia, Star TV

Care PMS has a deep knowledge and study of the Indian financial markets to build power pack portfolios. They have indeed lived up to their motto of ‘Empowering People by Creating Wealth’. I thankful for their services.

Mr. Niranjan Govindekar
Associate Director, PwC

I invested in Care PMS in June,2014.I am pleased with the returns on my investment and also find comfort in regular communication through the website as also the quarterly webinar conducted by the team.
Promoters are easily accessible for queries and views on the market.Overall,a good experience.

Mr. Mathew Eipe
Ex. Godrej Group

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    Care PMS Edge

    Care PMS distinguishes itself through a rigorous methodology, integrating fundamental analysis, proprietary screeners and direct industry engagement. This comprehensive approach optimizes investment decisions, consolidating our reputation as industry leaders.

    Only Equity

    Our exclusive focus on equity provides a strategic advantage, allowing us to specialize deeply in this asset class and deliver superior investment outcomes.

    Bottom-up Approach

    Our bottom-up approach offers a distinct advantage by enabling us to meticulously analyze individual companies, uncovering hidden value and potential opportunities for superior returns.

    Investment Strategies

    We emphasize on bespoke investment strategies to customize portfolios to specific client needs, optimize risk-adjusted returns and adapt to evolving market conditions effectively.

    Experienced Team

    Care PMS team has the decades long cumulative experience to ensure informed decision-making, drawing from a wealth of industry knowledge and expertise to navigate complex market dynamics effectively.

    Proven Track Record

    Our proven track record instills confidence, demonstrating consistent success in delivering strong investment performance and value for our clients over time.
    Care PMS Edge

    Care PMS distinguishes itself through a rigorous methodology, integrating fundamental analysis, proprietary screeners and direct industry engagement. This comprehensive approach optimizes investment decisions, consolidating our reputation as industry leaders.

    Know more

    Only Equity

    Our exclusive focus on equity provides a strategic advantage, allowing us to specialize deeply in this asset class and deliver superior investment outcomes.

    Bottom-up Approach

    Our bottom-up approach offers a distinct advantage by enabling us to meticulously analyze individual companies, uncovering hidden value and potential opportunities for superior returns.

    Investment Strategies

    We emphasize on bespoke investment strategies to customize portfolios to specific client needs, optimize risk-adjusted returns and adapt to evolving market conditions effectively.

    Experienced Team

    Care PMS team has the decades long cumulative experience to ensure informed decision-making, drawing from a wealth of industry knowledge and expertise to navigate complex market dynamics effectively.

    Proven Track Record

    Our proven track record instills confidence, demonstrating consistent success in delivering strong investment performance and value for our clients over time.
    Our Ethos
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    Equity

    Our belief, our focus, our core and our expertise lie in equity = partnering. We are thrilled to partner with reputable companies, and we are confident that our clients will share in this excitement by doing the same.
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    Trust

    Trust is the most valuable asset in investment management, crucial for meeting expectations and fostering growth over time. It’s the single defining factor; without trust, no relationship in the world can endure.
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    Services

    Communication serves as the sole medium to convey our dedication and instill trust, while service standards and performance are the pillars that materialize this trust through our offerings.
    Our Services
    Manage Investment in Direct Equities

    Manage Investment in Direct Equities

    We specialize in managing equity portfolios, exclusively dedicated to investing client funds in publicly listed companies in India. Our approach is grounded in fundamental analysis, meticulously selecting companies for investment with a minimum time horizon of 5 years or more. Unlike mutual funds where you own units, with our Portfolio Management Services (PMS), you directly own equities, ensuring a more direct and personalized investment experience.
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    Discretionary PMS Service

    Investors have the option to access discretionary services by appointing Care PMS as their portfolio manager. Care PMS will handle both the identification and execution of investments on behalf of clients. Clients can engage in these services by signing a Discretionary PMS service agreement and granting Power of Attorney to Care PMS.
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    Non-Discretionary PMS Service

    Investors facing compliance restrictions due to their occupation can benefit from the Non-Discretionary PMS services provided by Care PMS. Under this arrangement, Care PMS will seek prior consent from the client before making any new investment decisions. Clients can engage in these services by signing a Non-Discretionary PMS service agreement and granting Power of Attorney to Care PMS. This service is ideal for individuals who are employees of audit/law firms, directors and so on, who face investment restrictions due to their professional positions.
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      Use the form below and we'll get in touch with you.

      Investment into equities are subject to market risk.
      Please read the disclosure document carefully before investing.       Wealth created at a CAGR of over 23% Rs 1 crore invested in July 2011 has grown to
      Rs 17 crores by August 2024       Wealth created at a CAGR of over 23% Rs 1 crore invested in July 2011 has grown to
      Rs 17 crores by August 2024
      Investment Strategies

      We conduct a detailed analysis of a company’s strategies, management’s execution capabilities and the pedigree of its leadership.

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      Care PMS Large & Midcap Strategy

      The strategy was initiated in June 2020, aiming to invest in 18-20 companies selected from the top 250 companies by market capitalization. It focuses on companies with sustainable business models that endure across market cycles.
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      Care PMS Growth Plus Value Strategy

      The strategy was introduced in July 2011 with an emphasis on investing in companies across market capitalizations. It prioritizes companies with lower valuation multiples, allocating higher weightage accordingly.
      Investment Strategies

      We conduct a detailed analysis of a company’s strategies, management’s execution capabilities and the pedigree of its leadership.

      null

      Care PMS Large & Midcap Strategy

      The strategy was initiated in June 2020, aiming to invest in 18-20 companies selected from the top 250 companies by market capitalization. It focuses on companies with sustainable business models that endure across market cycles.
      null

      Care PMS Growth Plus Value Strategy

      The strategy was introduced in July 2011 with an emphasis on investing in companies across market capitalizations. It prioritizes companies with lower valuation multiples, allocating higher weightage accordingly.
      Investment Criterion

      Growth

      We track historical volume growth, forecast revenue growth and margin expansion, aim for decreased expenses as a percentage of revenue and project profit after tax (PAT) growth.

      Management

      We assess management’s track record in providing accurate guidance, adherence to corporate governance principles, their rational and trustworthy approach, as well as their experience in executing strategies effectively.

      Financials

      We evaluate factors such as zero debt or high interest coverage, a contracting working capital cycle, improving turnover ratios, historical trends in return on equity (ROE) and the dividend payout ratio.

      Valuation

      We analyze valuation metrics including P/E, PEG, EV/EBITDA, P/B, DCF, and Replacement Cost, comparing them with competitors in the same segment and benchmark indices.

      Established in 2007, Care PMS aims to share its research expertise in equity investments to foster wealth creation. SEBI registered since 2011, we focus solely on portfolio management.

      Led by a team of Chartered Accountants, our mission is to be a trusted partner in wealth creation. Serving both Resident and Non-Resident investors, our investment team boasts over 20 years of Capital Markets experience.

      We strive for long-term wealth generation by strategically investing in Indian equities, aligned with clients’ risk tolerance. With a firm belief in India’s growth potential, Care PMS remains dedicated to delivering optimal investment outcomes.

      Curious to know the top 5 holdings of Care PMS? Then let’s connect…

        Use the form below and we'll get in touch with you.

        Established in 2007, Care PMS aims to share its research expertise in equity investments to foster wealth creation. SEBI registered since 2011, we focus solely on portfolio management.

        Led by a team of Chartered Accountants, our mission is to be a trusted partner in wealth creation. Serving both Resident and Non-Resident investors, our investment team boasts over 20 years of Capital Markets experience.

        We strive for long-term wealth generation by strategically investing in Indian equities, aligned with clients’ risk tolerance. With a firm belief in India’s growth potential, Care PMS remains dedicated to delivering optimal investment outcomes.

        Curious to know the top 5 holdings of Care PMS? Then let’s connect…

          Use the form below and we'll get in touch with you.