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Shree Rama Managers LLP – Portfolio Management Services (PMS)

Shree Rama Managers LLP is a SEBI registered,Portfolio Management Service company whom investors can trust and work with assurance.Portfolio Management Services (PMS) is a customized investment service offered to HNIs with SEBI mandating a minimum investment of Rs 50 lakhs.Our Plans offer investors a robust, all- weather portfolio, combining dynamic asset allocation and efficient implementation of investment ideas.

AUM (₹ Cr)

285.73

Clients

238

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Shree Rama Managers LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Lakshmi Plan Multi Cap & Flexi Cap -8.67% 16.24% — May 2022
Vriddhi Plan Multi Cap & Flexi Cap -18.43% 10.63% — May 2022
Wealth Builder Plan Multi Asset 6.96% 18.60% — Apr 2022
Dynamic Plan Multi Asset 5.61% — — Apr 2023
Smart Market Plan Multi Cap & Flexi Cap — — — Jan 2025

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

Portfolio Managers & Fund Management Team

Mr. Abhishek Basumallick

Fund Manager

The investment in active equity funds is led by Abhishek Basumallick. Abhishek is a well-known investor who has been at the forefront of public investment through his writings on the Market Moghuls section on The Economic Times and on CNBC TV18. He also regularly appears on multiple TV channels including ET NOW, Money9 etc and is featured in international publications like Fortune Global and Nikkei Asia. He was featured on Economic Times as a “Don of Dalal Street” Abhishek advises the public equity portfolio for several large family offices and HNIs.

Mr Mohit Beriwala

Founder

Mohit is the Founder of SRM. He is an FRM, CFA & IIM-B alumnus. Since 2006, he has been helping Entrepreneurs & Professionals safeguard their assets and reach the goal they desire. Mohit is an FRM, CFA & IIMB Alumnus He has been active in the financial market since he was merely 19 years of age. Since 2006, Mohit has been running a prominent wealth advisory business and has been helping Entrepreneurs and Professionals safeguard their assets and reach the goal they desire.

Interested in Shree Rama Managers LLP?

Get in touch with our investment advisors to learn more about Shree Rama Managers LLP's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP300007341

Registered Office: 24 Sarat Bose road, 4th floor, Kolkata, West Bengal, India,700020

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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