DRChoksey FinServ Pvt Ltd – Portfolio Management Services (PMS)

History of DRChoksey Group: For over four decades, DRChoksey Group has been a leader in client investments and services. Founded by Deven Choksey, the group has expanded through DRChoksey Wealth, offering Wealth Management and Investment Advisory services to individual investors, HNIs, Family Offices, and Institutions. With a focus on higher returns, asset protection, retirement, and legacy planning, the team, led by Deven Choksey and other experts, ensures comprehensive wealth management. Major Events: A key milestone was the demerger of the KRChoksey group's broking and wealth management business, leading to the formation of DR Choksey Finserv and a streamlined focus on wealth management. Present Activities: Today, DRChoksey Group is a premier Wealth Management and Investment Advisory brand, serving a diverse clientele, including individual and institutional investors, family offices, and UHNIs. DCFPL, a SEBI-registered portfolio manager, offers tailored services to both residents and NRIs, ensuring high standards of service and trust.

AUM (₹ Cr)

592.16

Clients

133

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

DRChoksey FinServ Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Alpha Invest Multi Cap & Flexi Cap -9.42% 8.47% 11.49% Mar 2007

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

Portfolio Managers & Fund Management Team

Ms. Vaishali Pitale

Fund Manager, PMS

With an experience of over 20 years in the capital markets, Ms. Vaishali has been leading our PMS division. A CA background to her qualification and an extensive research expertise, she, along with her team, has been successfully managing Portfolios for our premium clientele. Her strong interpersonal skills and zeal for managing wealth for clients has led exemplary growth of the PMS business within a short span of time

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Regulatory Information

SEBI Registration: INP000007906

Disclaimer

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