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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 | −1.1% | −5.6% | +4.5% |
| 3 Months | −0.1% | −3.6% | +3.5% |
| 6 Months | +16.9% | +8.1% | +8.9% |
| 1 Year | +15.5% | −2.3% | +17.8% |
|---|
| 2 Years | +5.1% | −3.9% | +9.1% |
|---|
| 3 Years (CAGR) | +13.0% | +9.2% | +3.8% |
|---|
| 4 Years (CAGR) | +20.1% | +11.2% | +8.9% |
|---|
| 5 Years (CAGR) | +16.1% | +8.9% | +7.2% |
|---|
| Since launch | +26.1% | +11.7% | +14.4% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 58-month window · Source: Computed from NAV history
Maximum drawdown: 18.6%
Consortium Securities’s story and investment philosophy are on the Consortium Securities firm page.
P. S. Kalra
Chairman
Mr P. S. Kalra is one of the leading luminaries of the stock broking arena of the northern region. A chartered accountant by qualification, Mr Kalra has had extensive experience in taxation, finance and company law before entering the stock broking field. He was the Founder Director of Consortium Finance Ltd., a leading non-banking finance company in North India. He is also a member of the institute of internal auditors.
Madan Mohan Singh
Managing Director
Madan is the Managing Director of Consortium Securities and has diverse experience of over 28 years in the securities market and financial services. Madan heads the Broking & Clearing Division of Consortium Securities Private Limited. His key roles & responsibilities include business development, risk management, technological up-gradation and administration of day-to-day activities. Madan is a postgraduate in Mathematics from University of Delhi and a Law Graduate (LLB).
Harveer Singh Kalra
CEO
A passionate investor, Harveer started the Portfolio Management Services (PMS) division at Consortium Securities in 2013. He follows a value investing philosophy inspired by Munger and Buffett and is a specialist in identifying quality businesses with durable moats that can compound in value over time. Harveer has over 15 years of experience in Financial Services, Private Equity and Management Consulting with companies such as Right Management and Standard Chartered Private Equity. MBA in Finance from London Business School and BBA in Business Honors from the University of Texas.
Bikramjit Singh Kalra
Director
Bikram manages the Mutual Fund Division at Consortium Securities and prior to taking on this role, he started the Investment Advisory division at Consortium Securities in 2018. Bikram has over a decade's investment management experience. In his last role before joining Consortium, Bikram was an investment analyst with Fidelity International advising the fund on their investments in the Healthcare & Financial sector. In addition, Bikram has almost 5 years of industry experience in the Technology sector in the US with Microsoft and a tech start-up. MBA from INSEAD and BSc in Computer Science & BA in Mathematics from the University of Texas at Austin.
Norbert D’Souza
Director Finance
NORBERT DSA is a director of Consortium Securities and has been with the company for 25 years. Norbert is managing the finance and back office activities of the company and has in depth knowledge of financial and accounting procedures and financial regulations. Norbert is a graduate of Mangalore University (Karnataka) and has over 30 years experience in Finance and Capital markets.
Pardeep Raj
Head - Risk & Compliance
Pardeep is the Compliance Officer at Consortium Securities and has been with Consortium for over 25 years. Skilled in internal audit, risk management and well versed with various SEBI Rules & Regulations and other statutory laws. His responsibilities range from handling all types of inspections, conducting branch/sub-broker audit, monitoring and handing Anti-money laundering policy and Grievance handling across divisions at Consortium.
Sarika Sood
Director
Sarika is a Director of Consortium Securities and heads the trading desk. She has over 25 years experience in capital markets and has managed high net worth individuals as well as institutional clients. Prior to Consortium, Sarika worked with Brisk Securities in the Institutional and Retail Desk. Sarika is a BA Honours (English) and holds an Honours diploma in Systems Management.
Bhavna Sodhi
Manager
Bhavna manages the Mutual Fund division and has over 15 years of banking & investment experience having worked with Standard Chartered Bank and IIFL Wealth. In her last role, Bhavna was heading the North India Priority Banking segment at Standard Chartered Bank leading a team of over 100 employees. MBA from Infinity Business School with undergraduate degree from Jesus & Mary College.
Registration No
INP000003658
Fund Manager
Mr.HARVEER SINGH KALRA
Principal Officer
Mr.HARVEER SINGH KALRA
Inflow
₹0.25 Cr
Outflow
₹1.32 Cr
Net
₹-1.07 Cr
Not reported — complaint data for this strategy isn't available yet.
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