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Karma Capital Advisors Pvt Ltd – Portfolio Management Services (PMS)

Karma Capital Advisors Pvt Ltd. (KCA) is a Mumbai based independent investment management organization founded in 2005. KCA is domiciled in India as a private limited company. KCA was started with an idea to manage money based on a value driven investment philosophy with a medium to long term time horizon. The vision was to build a successful and sustainable business with team members and clients who share a similar value oriented investment philosophy and having an absolute return mindset. For us Value investing is where Growth and its quality are an important contributor to value. KCA has no conflict of interest with money management being its sole business activity. KCA is a SEBI (Securities and Exchange Board of India) registered and regulated portfolio manager. It offers Discretionary portfolio management services to domestic high net worth individuals, Family Offices, Institutions and Corporates, and Investment management and advisory services to offshore institutional investors like Endowments, Pension Funds, SWF and Family Offices. Today KCA has large offshore institutions including a Sovereign Wealth Fund as its clients. KCA has partnered with some of the leading private banking and wealth management outfits in India who offer KCA’s services to their clients

AUM (₹ Cr)

7219.89

Clients

204

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Karma Capital Advisors Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Wealth Builder Multi Cap & Flexi Cap 2.28% 19.68% 20.28% Dec 2006
Magnolia Large Cap 3.85% — — Feb 2023
Lotus Small & Mid Cap 11.05% — — Feb 2023

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

Portfolio Managers & Fund Management Team

Ms Ekta Mehta

Fund Manager

Ekta Mehta is a Portfolio Manager at Karma Capital Advisors. She has over 12 years of rich experience spread across multiple facets of investing and financial analysis. She is responsible for managing large cap funds along with coverage of companies in key sectors like Banking, Financials, Insurance, FMCG, Hotels, Hospitals and Oil & Gas. Prior to Karma Capital, Ekta was with MSCI and SGA and explored varied domains of Indexing and Investor Relations. Before that she was with B&K securities as a sell-side analyst covering the media sector and had a brief stint as Research Associate at Karma Capital. Ekta completed her MBA in Finance from N.L Dalmia Institute of Management studies and holds a CFA degree from ICFAI university.

Mr. Rushabh Sheth

Fund Manager

Rushabh has over 29 years of experience in money management business in India primarily in listed equities. In his career of over two decades in money management business in India. Rushabh has been involved with various formats of money management like Portfolio Management, Mutual Funds and Offshore funds; and has been closely involved in the evolution of Fund Management industry in India. Rushabh is the Portfolio Manager and also has other corporate responsibilities as Director of KCA.

Mr Vinay Jain

Fund Manager

Mr. Vinay Jain joined Karma Capital in May 2013. Prior to joining Karma Capital, he worked with SS&C GlobeOp Financial Services Ltd in Valuations division for nine months where he was responsible for carrying out independent valuation analysis for non-OTC, illiquid and hard to value (HTV) securities for Hedge Fund and Pension Fund clients. As part of his Post Graduation Internship, he had worked with Karma Capital as a Management Trainee in May – June 2011. He has completed his MBA in Finance from University of Mumbai and has also done his B.E. in Electronics from University of Mumbai

Interested in Karma Capital Advisors Pvt Ltd?

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Regulatory Information

SEBI Registration: INP000001223

Registered Office: Floor 12U Suite 1 Remi Commercio,Off Veera Desai Road Andheri West,Mumbai,Maharashtra,India-400053

Disclaimer

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