Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.
Helios Capital Management Pte. Ltd. (“Helios Singapore”) is an India-focused Singapore-based asset management company founded in 2005. It holds a Capital Markets Services License from the Monetary Authority of Singapore and is registered as a Foreign Portfolio Investor with SEBI. Its subsidiary, Helios Capital Asset Management (India) Private Limited (“Helios India”), headquartered in Mumbai, is licensed by SEBI to offer Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), and acts as Investment Manager to Helios Mutual Fund. The Helios group was founded by Samir Arora along with co-founders Dave H. Williams and Karan Trehan, pioneers in the Indian asset management industry. Helios has expanded its onshore presence in India under PMS/AIF regulations and received SEBI approval for a Mutual Fund license in August 2023.
Samir Arora
Fund managerFounder, Group CIO and Fund Manager (Helios Strategic Fund)
Founder and Group CIO of Helios Capital with nearly three decades of investing experience. Former CIO of Alliance Capital’s Indian mutual fund business and Head of Asian Emerging Markets at Alliance Capital, Singapore. Engineering graduate from IIT Delhi, MBA (Gold Medalist) from IIM Calcutta, and Master’s in Finance from The Wharton School.
Dharmendra Grover
Fund managerFund Manager
Fund Manager responsible for Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).
Pratik Singh
Fund managerFund Manager – Equities
Fund Manager overseeing equity mutual fund portfolios.
Utsav Modi
Fund managerFund Manager – Fixed Income (Mutual Funds)
Manages fixed income mutual fund strategies and debt portfolios.
Dimpee Bali
Fund managerFund Manager
Devesh Kumar Bhatt
Fund managerFund Manager
Dave H. Williams
Co-founder
Co-founder of Helios Capital and former Chairman and CEO of Alliance Capital Management, New York (1977–1999). Pioneer in the Indian asset management industry.
Karan Trehan
Co-founder
Co-founder of Helios Capital and former President & CEO of Alliance Capital International (1990–2000). Instrumental in establishing one of India’s first private sector AMCs.
Dinshaw Irani
MD & CEO
Managing Director and CEO overseeing Helios India’s overall operations and strategic direction.
Alok Bahl
Chief Investment Officer
Chief Investment Officer responsible for managing and overseeing mutual fund investment strategies.
Abhay Modi
Head of Research
Leads research initiatives and equity analysis across Helios investment strategies.
Darshit Shah
Research
Part of the research team contributing to equity analysis and investment insights.
Rohan Nagpal
Research Analyst
Research Analyst supporting investment decisions through sector and company analysis.
Murtuza Arsiwala
Trading/Dealing
Handles trading and dealing operations across Helios investment platforms.
Jayesh Shah
Trading/Dealing
Responsible for execution and dealing functions within investment operations.
Venil Shah
Research Analyst
Research Analyst contributing to stock evaluation and portfolio support.
Samay Sabnis
Research Analyst
Research Analyst focused on equity research and analytical support.
Deepak Rasgotra
Partner (BD)
Kay Wai Yeong
Trading/Dealing
Ting Zhang Ho
Research
Akshay Thakur
Research Analyst
Harsh Shah
Research Analyst
Nawal Gupta
COO
Sachin Honap
Head of Operations
Lilian Tay
Administration
Kiran Deshpande
COO and CFO
Deviprasad Nair
Chief Business Officer
Abhinav Khemani
Head – Compliance
Tejasvi Gupta
Head – Mutual Fund
Srinibas Parida
Head – PMS & AIF
Shailesh Yadav
Head – IT
Naina D'Souza
Head – Administration
Sweta Mishra
Head – Human Resources
See every PMS strategy and AIF from Helios Capital Asset Management.
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Investments in AIFs carry market and credit risk including possible loss of capital. Past performance does not indicate future returns. Information shown is sourced from the issuer's PPM and SEBI filings — confirm against the latest PPM before committing. Wisefolio is an information platform; it is not registered with SEBI as an investment adviser, portfolio manager, or distributor. By using this page you accept our terms and privacy policy, including the self-attestation that you are eligible to view AIF marketing material under SEBI rules.