PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
Q India Value Equity Strategy - Constrained V
ICICI Prudential PMS Contra Strategy
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
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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 | −0.9% | −5.6% | +4.7% |
| 3 Months | +3.7% | −3.6% | +7.3% |
| 6 Months | +21.1% | +8.1% | +13.1% |
| 1 Year | 0.0% | −2.3% | +2.3% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +11.8% | +11.7% | +0.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 9-month window · Source: Computed from NAV history
Maximum drawdown: 9.2%
Dolat Capital’s story and investment philosophy are on the Dolat Capital firm page.
Purvag Shah
Fund managerGroup Managing Director, CIO & Fund Manager
A third-generation business leader from the Dolat Group with over 60 years of legacy expertise in trading and derivatives strategies. He leads business and investment strategy, risk management, and the firm’s transformation into asset management and private wealth. Holds an MSc in International Securities and Investment from the University of Reading.
Pankaj D Shah
Director
Rajendra D Shah
Director
Shailesh D Shah
Director
Harendra D Shah
Director
Harsha H Shah
Whole-time Director
Amit Khurana
Group CEO & Head of Institutional Equities
Amit has over two decades of experience in the Indian equities space. He brings exhaustive knowledge of Multi-Sector and Multi-Asset Investments across various platforms to the table. At Dolat Group, he was instrumental in scaling up the Institutional Research and Equity business.
Dinesh Giridhar
Co-Founder, Managing Director & CEO- Asset Management & Private Wealth
Has over two decades of experience across private banking, wealth management, and family office businesses. Previously part of the founding team at Anand Rathi Private Wealth and later founded a multi-family office consultancy. Specializes in asset allocation, financial markets, and structured wealth solutions.
Manit Ankhad
Sheetal Kubadia
Suryanarayanan Saikumar
Subiir Hari
Sachin Pimpalkar
Sachi Kheskani
Rupesh Biradi
Arush Chaturvedi
Kiran Jaiswar
Registration No
INP000009603
Fund Manager
Mr.Purvag Shailesh Shah
Principal Officer
Mr.Purvag Shailesh Shah
Inflow
₹1.10 Cr
Outflow
₹0.00 Cr
Net
₹1.10 Cr
Not reported — complaint data for this strategy isn't available yet.
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