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Envision Capital Services Pvt Ltd – Portfolio Management Services (PMS)

Envision Capital Services Private Limited is an investment management institution regulated by SEBI, focused on public markets in India. Envision Capital’s product offerings include Portfolio Management Services & Portfolio Advisory Services to select institutions, family offices and private clients. The firm’s value proposition is that the investment team has deep knowledge and experience of public markets, local presence and track record of alpha generation. The firm’s core strategy revolves around identifying value, particularly in growth-oriented businesses through a diligent investment process.

AUM (₹ Cr)

1884.39

Clients

103

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Envision Capital Services Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Opportunities Multi Cap & Flexi Cap 3.72% 19.79% — Apr 2021
Envision New Frontiers Multi Cap & Flexi Cap — — — Dec 2025

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

Portfolio Managers & Fund Management Team

Mr. Nilesh Shah

Fund Manager, PMS

Nilesh Shah is the Founder and Chief Executive Officer of Envision Capital, and the Portfolio Manager of the India Value Portfolio. He has 29 years of experience in corporate finance and asset management, Nilesh holds a CFA from The Institute of Chartered Financial Analysts of India (ICFAI), where he ranked all-India 1st in CFA Preliminary Levels, and a post graduate in management from IRMA, where he was valedictorian. He is the recipient of several academic and professional awards. He has been awarded “The Achiever Award” by Jaycees (a global youth organization spread over 100 countries). In 2011, he was invited by the Columbia Business School as a speaker on “Investing: Finding Value in India”.

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Regulatory Information

Registered Office: Envision Capital Services Pvt Ltd 33,Maker Chambers VI, Jamnalal Bajaj Marg, Nariman Point, Mumbai 400 021

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