Helios Capital Asset Mgnt India Pvt Ltd – Portfolio Management Services (PMS)

Helios Capital Asset Management (India) Pvt Ltd (“Helios India”) is licensed by Securities & Exchange Board of India to offer Portfolio Management Services (PMS). Helios’s flagship investment product is the Helios India Rising PMS. Their parent is Singapore based Helios Capital Management Pte. Ltd. (“Helios”), holding a Capital Markets Services License from the Monetary Authority of Singapore and registered as a Foreign Portfolio Investor with the Securities and Exchange Board of India. Helios, founded in 2005, currently manages both India focused long/short and long only funds/mandates and a globally focused long only fund. Founders of Helios (Dave Williams, Karan Trehan and Samir Arora) have senior asset management experience and were pioneers in Indian asset management industry jointly setting up one of India’s first private sector AMCs in 1994 (in their prior roles). Additionally, Samir Arora has one of the longest track records (26+ years on the long side) in the Indian fund management business. He is also one of the most experienced India fund managers on the short side with a 15+ year track record.

AUM (₹ Cr)

3725.77

Clients

907

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Helios Capital Asset Mgnt India Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Rising PMS Multi Cap & Flexi Cap 5.45% 20.24% 17.42% Mar 2020

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

Alternative Investment Funds (AIF)

Helios Capital Asset Mgnt India Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

India Rising Fund II

Flexi Cap 4.67% 18.95% Dec 2022

India Long Short Fund

Long Short - Aggressive 0.39% 13.55% Dec 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Dharmendra Grover

Fund Manager

Dharmendra Grover has 28 years of experience in Indian Equities. Prior to joining Helios AMC, Dharmendra worked with SBI Mutual Fund, Artemis Advisors (exclusive advisor to Helios Singapore), Tata Securities, Tata Motors, Credit Suisse Securities (India) and Lloyds Securities. He is a commerce graduate from Delhi University and a post-graduate diploma holder from Institute of Rural Management, Anand.

Mr. Dinshaw Irani

CEO

Dinshaw Irani is the Chief Executive Officer of Helios India. Prior to this, he was Executive Director at Artemis Advisors (exclusive research advisors to Helios Singapore) for over 14 years. As the head of Artemis Advisors, Dinshaw led the research process, from industry outlook and idea generation to final recommendation. Prior to joining Artemis in 2005, he was the Principal Portfolio Manager at Sharekhan during 2003-04, setting up their portfolio management services division. Prior to his stint at Sharekhan, Dinshaw was Vice President in the Asian Emerging Markets team for Alliance Capital in Mumbai for over 3 years covering the consumer and pharmaceutical sectors. Before Alliance, Dinshaw has worked at Sun F&C Mutual Fund and at Lloyd Securities. Dinshaw enjoys traveling to new places where he can spend time outdoors on hiking trails and in nature parks. Dinshaw is a graduate in Commerce (Hons.) and holds a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand. Dinshaw has total investing experience of 29 years.

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Regulatory Information

SEBI Registration: INP000006916

Registered Office: 515A, 5th Floor, The Capital Plot C70, Bandra-Kurla Complex, Bandra East, Mumbai - 400051

Disclaimer

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