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 | +3.5% | −5.6% | +9.0% |
| 3 Months | +11.2% | −3.6% | +14.8% |
| 6 Months | +64.1% | +8.1% | +56.1% |
| 1 Year | +27.1% | −2.3% | +29.4% |
|---|
| 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 | +19.3% | +11.7% | +7.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 21-month window · Source: Computed from NAV history
Maximum drawdown: 27.1%
NMR Capital Advisors’s story and investment philosophy are on the NMR Capital Advisors firm page.
Mr. Nishith Shah
Fund managerPortfolio Manager
Mr Nishith Shah is the portfolio manager. He has experience of more than 10 years of investments in the markets. His last profile was with Aequitas Investments Consultancy Pvt Ltd wherein he last worked as a Co-Fund Manager looking after the Cat III – AIF (AUM Rs 1500 cr) which was long only and focused on long term equity investments. He worked a total of 5 years and 5 months with Aequitas. Before that he had a stint managing his family funds and exploring the markets by gaining experience from both Investing and Trading. He has also worked with Multiact Equity Consultancy Pvt Ltd for less than a year.
Mr. Milan Dholakiya
Operations & Dealings
Mr. Milan Dholakiya has 16 years of experience in the Asset Management industry. Previously, he worked as a Wealth Manager at Fortune Wealth LLP, a franchise of Motilal Oswal, for nearly 10 years, and at Veetrag Securities for 5 years. He was awarded Best Investment Advisor by Motilal Oswal in 2018.
Mr. Dev Vora
Research Analyst
Mr. Dev Vora has over 5 years of hands-on market experience. Before joining NMR, he managed his family’s portfolios and funds, identifying multiple high-growth opportunities. He has developed strong expertise in both investing and trading. Qualification: Chartered Accountant (CA).
Mr. Jenil Rathod
Research Analyst
Mr. Jenil Rathod is a research analyst with over 2 years of experience. He has previously worked at B&K Securities covering the banking sector and in strategy at Neogrowth, gaining exposure to market dynamics and business strategy. Qualification: Chartered Accountant (CA).
Mr. Om Dokania
Research Analyst
Mr. Om Dokania is passionate about public market investing and business analysis, with a strong interest in identifying high-quality businesses and long-term investment opportunities. He actively follows equity markets and evaluates companies across sectors. Prior to this, he gained experience in the venture capital industry at Venture Catalysts, where he was involved in assessing startups and analyzing investment opportunities.
Mr. Shubh Cholera
Research Analyst
Mr. Shubh Cholera has experience in the fields of Equity Research, Investor Relations, and Wealth Management. He has a keen interest in understanding businesses, analyzing industries, and evaluating investment opportunities through a fundamental, long-term, value-oriented approach. He has been investing from an early age and has been managing family accounts, successfully identifying multibagger opportunities. He has worked with Valorem Advisors in Investor Relations and Jericho Ventures in Wealth Management.
Mr. Harsh Soni
Research Analyst
Mr. Harsh Soni brings over half a decade of hands-on investing experience combined with 3 years of specialized expertise in the valuation domain, having valued companies across sectors in both the listed and unlisted space. He closely tracks equity markets, with a sharp focus on business quality and long-term value creation. Prior to this, he worked with Desai Haribhakti in the Corporate Finance & Advisory domain.
Registration No
INP000009108
Fund Manager
Mr.Nishith Minesh Shah
Principal Officer
Mr.Nishith Minesh Shah
Inflow
₹9.13 Cr
Outflow
₹0.01 Cr
Net
₹9.12 Cr
Not reported — complaint data for this strategy isn't available yet.
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