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Fort Capital Investment Advisory Pvt Ltd – Portfolio Management Services (PMS)

Fort Capital is an agile Investment Advisory Firm. Our aim is to achieve superior risk-adjusted returns. We come from an Equity culture - our pedigree and our very DNA lies in the financial markets. Fort Capital aims to deliver the power of the Markets, through knowledge and experience, to our clients. We strive passionately to build innovative products that reflect our founding principles of growth through discipline. As a firm, we endeavor to bring these traditionally inaccessible products to our clients.

AUM (₹ Cr)

215.13

Clients

116

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Fort Capital Investment Advisory Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Value Fund Small Cap -7.22% 11.43% 23.80% Sep 2018
Dynamic Multi Cap & Flexi Cap 17.88% — — Jan 2024

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

Portfolio Managers & Fund Management Team

Mr Ishan Thakkar

Fund Manager

Mr. Ishan Thakkar is an astute professional with an MBA in Finance, and over 6 years of expertise in the dynamic equity market. Since joining Fort Capital in 2018, he has been instrumental in steering the pre-investment process and adroitly managing the active investments within our portfolio companies. Ishan’s forte lies in unearthing lucrative opportunities by employing a meticulous bottom-up approach to stock selection. Ishan’s rigorous screening process, tracks management commentary against delivered performance for at least 6-8 quarters before investment. This rigor has led to sustained outperformance against benchmark indices.

Interested in Fort Capital Investment Advisory Pvt Ltd?

Get in touch with our investment advisors to learn more about Fort Capital Investment Advisory Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

Registered Office: 24 /26 Cama Building , 3rd Floor, Dalal Street, Fort, Opp Veena Chember, Churchgate,Mumbai 400001

Disclaimer

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