Ambit Global Private Client – Portfolio Management Services (PMS)

Ambit is a leading provider of financial advice and capital offering customised solutions in the areas of Investment Banking (Corporate Finance and Equity Capital Markets), Institutional Equities & Research, Asset Management, Wealth Management (Global Private Client), and SME Lending. Ambit Global Private Client is the wealth management arm of Ambit. We work closely with individuals, family offices, non-profits, and institutions with a long and successful track record of managing wealth. We follow a holistic approach combined with a disciplined investment process that helps to transform wealth into a legacy that can last for generations. We serve over 2,500 HNI families.

AUM (₹ Cr)

1662.78

Clients

504

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Ambit Global Private Client Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Alpha Growth Multi Cap & Flexi Cap -18.18% 27.72% Jan 2021
Caliber Large Cap 6.20% 19.27% Apr 2021
Build India Thematic -19.05% Jan 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Ashutosh Garud

CFA

Ashutosh Garud is the Co-Fund Manager of Alpha Growth at Ambit Global Private Client. He has 20 years of extensive experience in equity markets, having worked initially on the sell side and for over a decade on the buy side. Prior to joining Ambit, he was VP and part of the Principal Investments team at Ocean Dial Asset Management (the FII arm of Avendus Capital) from 2019 to 2022. He previously served as Associate Fund Manager at Reliance Private Client (2014–2018), and as a Senior Equity Research Analyst at Dalal & Broacha Stock Broking (2008–2013). Earlier in his career, he also worked with Motilal Oswal and Prime Securities. Ashutosh is a CFA charterholder and holds an MBA in Finance.

Mr Umesh Gupta

Fund Manager

Umesh Gupta is the Head of Equities PMS at Ambit Global Private Client and the Portfolio Manager of Alpha Growth. He brings over 22 years of experience, with 19 years dedicated to the Indian capital markets. Prior to Ambit, he was the Head of Equities at Avendus Capital (2018–2020), Portfolio Manager at Reliance Private Client (2013–2018), and AVP – Research & Assistant Portfolio Manager at Reliance Private Client (2010–2013). He also worked as an Equity Research Analyst at Dalal & Broacha Stock Broking and Sharekhan (2005–2010), and as a Credit Officer & Business Analyst at Cholamandalam Finance and Consortium Finance (1999–2005).  He holds a B.Com degree and an MBA from IMT Ghaziabad.

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Regulatory Information

SEBI Registration: INP000007465

Registered Office: Ambit House, 49, Senapati Bapat Marg, Lower Parel, Mumbai - 400013

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)