Phillip Capital India Pvt Ltd – Portfolio Management Services (PMS)

PMS of PHILLIP Capital comes as an answer to those who would like to grow exponentially on the crest of the stock markets, with the backing of an expert. Salient features of PHILLIP Capital PMS includes professional management, focused portfolio construction, hassle free investing and transparent process.

AUM (₹ Cr)

1035.97

Clients

709

Strategies

4

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Phillip Capital India Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Emerging India Portfolio Small & Mid Cap -1.66% 14.09% 15.73% Aug 2017
Signature India Portfolio Multi Cap & Flexi Cap 0.84% 11.35% 11.49% May 2016
Ethical India Portfolio Multi Cap & Flexi Cap -5.66% 9.57% 11.26% Dec 2017
Income Builder Portfolio Debt 11.91% Aug 2023

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

Portfolio Managers & Fund Management Team

Mr. Nishit Shah

Portfolio Manager

A triple graduate with specialization in finance and management .More than 19 years of experience in Indian equity markets and investment products .Worked with some of the most respected wealth management organisations and companies in India including Sushil Finance, AMSEC and Motilal Oswal .Having worked at both buy and sell side, he exactly understands how each of them works and how to stay ahead of the street.My guiding principle is crystal clear: ignore the noise in the macroenvironment, concentrate only on finding high-quality ideas, and retain the winners over the long haul. Additionally, having a focused portfolio is essential because excessive diversification is unmanageable and does not enhance a portfolio.

Mr Vaibhav Singhal

Fund Manager

Post-graduate with specialization in finance from Educatis School & ZCBI .More than 16 years of experience in Indian bond markets and banking .Worked with ICICI Bank in treasury and bond desks. Strong understanding of fixed income markets, origination and sourcing new debt papers and structuring debt term sheets.Finding top-notch issuers with appealing yields in the mid-market segment is our main goal. These issuers have a proven track record of profitability across market cycles & benefit from substantial shareholdings by major impact investors. They prioritize strong collection efficiency, cost management, a well-diversified client base, high NIMs, and robust digital infrastructure.

Interested in Phillip Capital India Pvt Ltd?

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

Regulatory Information

SEBI Registration: INP000004433

Registered Office: No. 1, 18th Floor, Urmi Estate,95 Ganpatrao Kadam Marg, Lower Parel West,Mumbai 400013, Maharashtra, India

Disclaimer

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