© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.6% | −5.6% | −0.1% |
| 3 Months | −4.5% | −3.6% | −0.9% |
| 6 Months | +5.9% | +8.1% | −2.1% |
| 1 Year | −2.5% | −2.3% | −0.1% |
|---|
| 2 Years | −2.6% | −3.9% | +1.3% |
|---|
| 3 Years (CAGR) | +15.1% | +9.2% | +5.9% |
|---|
| 4 Years (CAGR) | +19.6% | +11.2% | +8.4% |
|---|
| 5 Years (CAGR) | +14.7% | +8.9% | +5.8% |
|---|
| Since launch | +18.8% | +11.7% | +7.1% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 18.6%
Care Portfolio Managers’s story and investment philosophy are on the Care Portfolio Managers firm page.
Jayant Mamania
Fund managerFund Manager
As a key member of the investment team, his exceptional stock-picking skills set Care PMS apart as a distinguished portfolio manager. With over 30+ years of experience, he leads the investment team effectively.
Arpit Shah
Co-Founder & Director
As the founder director and a qualified Chartered accountant, he brings over 18 years of rich capital market experience. A first-generation entrepreneur, he focuses on in depth research and business development, playing a key role in driving the company's strategic growth and establishing a strong presence in the financial sector.
Amit Doshi
Co-Founder & Director
With CA qualification and after working for 7+ years at PwC, he joined the core team in 2010, contributing significantly to the company's ascent to its rightful position in last 15 years. His responsibility encompasses research of portfolio companies and Finance of the company.
Vishal Shah
Director
With over 15 years of experience in the capital market and client-facing roles, he holds qualifications as a Chartered Accountant and a Commerce Graduate. His expertise is pivotal in driving business development and operational initiatives.
Naivedh Shah
Associate Director
Naivedh Shah, brings more than half a decade of rich, hands-on experience in the equity markets. His journey has been shaped through real-market exposure, giving him a strong understanding of market behaviour, investor psychology, and long-term wealth creation dynamics. At Care PMS, Naivedh oversees business development and client portfolio communication, combining market insight with a practical understanding of wealth creation. His approach focuses on simplifying complex market narratives for investors and aligning them with Care PMS's long-term investment philosophy.
Amee Shah
Senior Manager
Amee Shah, a BSc IT graduate, is a senior manager with over 4 years of experience in the industry. She focuses on business development and client relations, while also overseeing branding, social media management, and PR for Care PMS, ensuring the company's presence and reputation are effectively managed. Amee is known for her client-centric approach.
Seema Kejriwal
Branch Manager (Ahmedabad)
Seema Kejriwal, with over 17 years of experience in Finance and Banking industry, holds CFA charter and PMP. She would be leading our Ahmedabad based branch, playing an important role in Business Development and Client relationship. She has a dynamic approach and vast experience working globally with IT, Client management, Product management and executing large size projects with ease and eye to details.
Pratitee Shah
Manager
Pratitee Shah leads our company's growth initiatives as Business Development Manager. She identifies new opportunities, nurtures leads, and converts prospects into clients by showcasing our PMS offerings. She excels in multitasking, and providing prompt responses. While new to the field, her eagerness to learn and adapt in this dynamic environment is key to her success. Her role is crucial in expanding our client base and driving the company's success.
Aarti Shah
Manager
Aarti Shah serves as our Business Development Manager, overseeing the complete workflow from lead generation and client onboarding to data management and marketing coordination. She ensures seamless alignment between sales and marketing, maintains the accuracy of essential information, and supports a smooth client acquisition process. With her adaptability, responsiveness, and strong organisational skills, she plays a key role in strengthening our business pipeline and driving the company's growth.
Kush Gangar
Director
Since 2013, he has been a part of Care PMS, where his main focus lies in conducting thorough financial analysis to aid the investment directors in making informed decisions about companies. He holds a CA qualification.
Registration No
INP000004128
Inflow
₹0.71 Cr
Outflow
₹0.29 Cr
Net
₹0.42 Cr
Not reported — complaint data for this strategy isn't available yet.
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Saania Jain
Research Analyst
Saania Jain, a BBA graduate and CFA L-1 cleared, is part of the research team and brings a strong background in research methodology. Having pursued the Finbridge program from Finnacle, she excels in analyzing company data to extract valuable insights that support strategic objectives. Despite being new to the industry, her hard-working nature and collaborative approach are quickly making her an asset to the team.
Dev Gulwani
Research Analyst
Dev Gulwani has a strong interest in research and a keen inclination toward understanding diverse business models. His academic foundation in business studies, combined with the Finbridge certification from Finnacle, has strengthened his analytical skills and problem-solving abilities. Although he is new to the industry, his curiosity, discipline, and collaborative approach make him a reliable and valuable member of the team.
Rupal Buland Desai
Client Servicing
With over 20 years of experience spanning various industries, Rupal Buland Desai holds an MBA in Operations and Administration from WNS. She is a valued member of the operations team, specializing in client onboarding and management, addressing queries, servicing, and KYC compliance. Rupal brings a wealth of expertise in ensuring seamless client interactions and operational efficiency.
Vatsal Zaveri
Client Servicing
Vatsal Zaveri, an MBA by qualification, is passionate about client servicing and adept at handling business operations. With a focus on problem-solving, time management, and managing backend operations, he ensures smooth workflows. Vatsal also takes charge of client queries, custody, and compliance oversight, demonstrating a comprehensive approach to operational excellence.
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