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HSBC Asset Management India Pvt Ltd – Portfolio Management Services (PMS)

We are a global asset manager with a strong heritage of successfully connecting our clients to global investment opportunities. Connecting the developed and developing world allows us to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to our clients and a structured and disciplined investment approach, we deliver solutions to support their financial ambitions.

AUM (₹ Cr)

17324.98

Clients

602

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

HSBC Asset Management India Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Next Portfolio Thematic 2.39% 16.05% — Feb 2021
Aspire Portfolio Small & Mid Cap -2.87% — — Sep 2023

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

Portfolio Managers & Fund Management Team

Mr Sheetalkumar Shah

Fund Manager

Sheetalkumar has a total experience of over 27 years in the Indian stock markets. Prior to joining HSBC, he was Head of PMS at IDBI Capital Markets. He has spent over 12 years at Kotak PMS, managing equity portfolios across market capitalisation. Prior to that, he worked with GIC Asset Management Co Ltd as a Fund Manager for 7 years. By virtue of his long experience, Sheetalkumar has strong relationships with a wide gamut of Indian capital market participants and corporates. Sheetalkumar is an MBA (Finance) from Department of Management Studies, Pune University (PUMBA) and an Engineer (Electronics & Telecommunications) from Government Engineering College, Pune.

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Regulatory Information

SEBI Registration: INP000001322

Registered Office: 9th Floor, NESCO IT Park, Building no. 3, Western Express Highway, Goregaon (East), Mumbai – 400 063, India

Disclaimer

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