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NAFA Asset Managers Pvt Ltd – Portfolio Management Services (PMS)

NAFA Capital Advisors, the parent company of NAFA Asset Managers, is an India-focused, integrated financial services platform with activities in investment management and corporate advisory. NAFA Capital Advisors specialises in providing a variety of financial services, advisory services and asset management services across a broad array of asset classes under a single umbrella. The NAFA Group's asset management business includes a private equity fund, public equities & debt market investment management and wealth management services with a wide suite of products to invest in. NAFA will also be launching its Fintech Lending platform towards the end of 2020.The NAFA Group has a team of experienced professionals with in-depth knowledge and expertise in their areas of focus. With decades of combined experience in the financial sector and the group's unmatched network across sectors, NAFA is uniquely armed to enhance profitability and drive business growth.

AUM (₹ Cr)

534.52

Clients

366

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

NAFA Asset Managers Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Emerging Bluechip Portfolio Mid Cap -4.08% 19.21% 22.70% Mar 2016
Small Cap Portfolio Small Cap -6.87% 12.96% 18.58% Mar 2019
Clean Tech Portfolio Mid Cap -13.64% 23.70% — Sep 2021

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

Portfolio Managers & Fund Management Team

Mr Balaji Vaidyanath

CEO & CIO

Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Nafa. He has an experience of more than a decade in equity markets first as a research analyst and then as a portfolio manager at Sundaram Asset Management. His track record as a fund manager for Sundaram portfolio managers for almost seven years has been impressive across six diverse strategies. He has delivered consistent returns outperforming the portfolio benchmarks by over 100% across strategies till December 2015 when he relinquished charge. His ability to stay way ahead of the broad market in bearish phases is a key strength. Under watch, the asset base of Sundaram Portfolio Managers rose 12-fold to Rs 1300 Crores in a period encompassed by short bullish and bearish phases and a high degree of volatility. High conviction, lengthy holding period, low churn and willingness to stay in cash are integral to his fund management style. With Mr. Vaidyanath as a CEO and CIO, Nafa offers prospective investors a platform that rests on a solid footing.

Interested in NAFA Asset Managers Pvt Ltd?

Get in touch with our investment advisors to learn more about NAFA Asset Managers Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000006989

Registered Office: 302, 3rd Floor, Naman Centre, Plot No. C - 31, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400 051

Disclaimer

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