Phillipcapital (India) Alternate Investment Trust — PhillipCapital | Wisefolio

Phillipcapital (India) Alternate Investment Trust

Cat III · Managed by PhillipCapital

Your Partner in Finance

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

PhillipCapital (India) Private Limited is the investment manager of the Phillipcapital (India) Alternate Investment Trust, a Category III AIF registered with SEBI in March 2017. The trust operates under the PhillipCapital Group, a Singapore-headquartered global financial services conglomerate founded in 1975 with over 1.5 million clients and assets under custody exceeding USD 65 billion across 15 global locations. PhillipCapital India, headquartered at Urmi Estate, Lower Parel, Mumbai, is a well-established financial intermediary providing stock broking, PMS, margin funding, and alternative investment products to retail, corporate, and institutional clients. Its Category III AIF deploys capital into complex trading strategies and public market opportunities, leveraging the group's extensive research capabilities, global experience, and compliance-driven operating procedures. The investment management team is led by Nishit Shah, a seasoned equity professional with over 19 years of experience. PhillipCapital India's philosophy emphasises identifying high-quality companies and holding positions for the long term, with a focused portfolio approach that avoids over-diversification. The fund is registered under SEBI and maintains fiduciary responsibility towards investors in strict accordance with SEBI (AIF) Regulations, 2012.

Investment philosophy

Disregard macro noise; focus on identifying high-quality investment ideas and hold winners for the long term. Maintain a focused portfolio — over-diversification is unmanageable and adds no value. Conduct extensive ground-level research, management meetings, and financial analysis. Do not follow a model portfolio; curate bespoke, concentrated positions. Sell losers immediately; retain winners.

Team1

Nishit Shah

Fund manager

Fund Manager – PMS & AIF

Nishit Shah brings over 19 years of experience in Indian equity markets and investment products, having worked with renowned wealth management organizations and companies including Sushil Finance, AMSEC, and Motilal Oswal. Having operated on both the buy and sell side, he has a comprehensive understanding of market mechanics. His philosophy is to disregard macro noise, focus on high-quality ideas, retain winners for the long term, and maintain a concentrated portfolio.

Registration

SEBI registration

SEBI-registered

SEBI registration no.IN/AIF3/16-17/0307

RegisteredMar 2017 (9 years ago)

Valid untilPerpetual

Address18th floor, Urmi Estate, Ganpatrao Kadam Marg, Lower Parel West, Mumbai, Maharashtra, 400013

Investment manager

PhillipCapital

Insights

No insights published yet.

Disclaimer

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.