Maximal Capital – Portfolio Management Services (PMS)

Maximal Capital Is Mumbai Based Sebi Registered Pms. Company Core Principles Of Margin Of Safety And Value Investing.Maximal Capital Boutique Investment Firm Catering To Professionals, Hnis, Family Offices & Nris

AUM (₹ Cr)

214.1

Clients

114

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Maximal Capital Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Pathfinder Value Fund Multi Cap & Flexi Cap 1.74% 25.71% May 2022
Income Fund Debt 26.01% 21.42% Jun 2022

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

Portfolio Managers & Fund Management Team

Mr Sarvesh Gupta

Fund Manager

Mr. Sarvesh has been investing in equities for more than 15 years with 12 years of experience of being a full-time professional investor across the listed and unlisted space. Prior to launching Maximal Capital PMS, Sarvesh was a SEBI registered investment adviser during 2017-21 across listed equities and high yield debt strategies, generating double digit alpha for clients during this tenure. Before founding Maximal, Sarvesh was the fund manager at Trivantage Capital during 2016-17, a SEBI registered PMS. Sarvesh was instrumental in setting the fund from ground zero to reach multi hundred crores in assets with strong double digit alpha. Preceding that, Sarvesh was Principal with Gaja Capital, one of India’s leading private equity firms focused on investing in sectors across financial services, consumer products and services, education amongst others. At Gaja, he participated and often led the investment process. He was the youngest at Gaja to be inducted in the top decision-making core investment team, having been promoted twice in a span of 3 years.

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Regulatory Information

SEBI Registration: INP000007313

Registered Office: 409, Nirman Kendra, Dr. E Moses Road, Mahalaxmi , Mumbai-400011.

Disclaimer

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