Shriram Asset Management Company Limited – Portfolio Management Services (PMS)

Shriram PMS is a pioneering Portfolio Management Services (PMS) firm, aspiring for its innovative Quantamental investment approach. We seamlessly integrate rigorous quantitative techniques with in-depth fundamental analysis, enabling us to identify and capitalize on compelling investment opportunities. Our unwavering commitment to integrity and a relentless pursuit of innovation drives us to deliver superior, risk-adjusted returns for our clients. We meticulously tailor our investment solutions to align with each client's unique financial objectives and risk tolerance.

AUM (₹ Cr)

20.02

Clients

10

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Shriram Asset Management Company Limited Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
LEAPS Mid & Large Cap Feb 2025
Future GEMS Small & Mid Cap Feb 2025

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

Portfolio Managers & Fund Management Team

Mr Hitesh Savanth

Fund Manager

CFA Fund Manager | Wealth & Portfolio Management Expert With over 12 years of extensive experience in portfolio management and wealth advisory, Mr. Hitesh Savanth is a seasoned Fund Manager with expertise spanning both public equities and private investments. He has worked closely with Family Offices and Ultra High-Net-Worth Individuals (UHNIs), offering bespoke investment strategies across Indian and global markets.His approach centers around delivering consistent, risk-adjusted returns, emphasizing diversification across asset classes to optimize long-term performance. Mr. Savanth holds a B. Com (Hons.) from Sri Sathya Sai University and is a Chartered Financial Analyst (CFA), certified by the CFA Institute. His diverse experience has made him a trusted advisor in both traditional and alternative investment landscapes.

Mr Ketankumar Shah

Fund Manager

Principal Officer & Fund Manager Specializing in Equity Research | Investment Strategies | Long-Term Growth With over 17 years of experience in equity research and more than 15 years on the buy-side, Mr. Ketan Shah has built a distinguished career in the financial sector. His expertise spans across critical sectors such as BFSI (Banking, Financial Services, and Insurance), Engineering, Capital Goods, and Construction, where he has consistently delivered strong results by developing tailored investment strategies that drive long-term growth. As a Principal Officer and Fund Manager, Mr. Shah has demonstrated a deep understanding of market dynamics, employing a blend of technical analysis, industry knowledge, and macroeconomic insights to make informed investment decisions. His approach is grounded in delivering sustained value to investors, with a focus on long-term capital appreciation, risk management, and sectoral opportunities. 17+ years in Equity Research, specializing in analyzing company fundamentals, sectoral performance, and market trends. 15+ years of buy-side experience, leveraging deep market insights to create bespoke investment strategies. Strong sectoral expertise in BFSI, Engineering, Capital Goods, and Construction—sectors integral to the broader economy. A results-driven professional focused on delivering consistent long-term growth while managing risks. An MBA in Finance from N L Dalmia Institute of Management Studies & Research, equipping him with a strong academic foundation to complement his extensive industry experience.Mr. Shah's strategic focus has been on building diversified portfolios that offer both capital preservation and growth, employing a disciplined, value-oriented approach. With a sharp eye for market trends and deep sector knowledge, he continues to provide invaluable insights and leadership to the investment teams he works with.

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Regulatory Information

SEBI Registration: INP000008765

Registered Office: Registered Office : 217, 2nd Floor, Swastik Chambers, Near Junction of S.T. & C.S.T. Road, Chembur, MUMBAI – 400 071 . Administrative Head Office:504, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East),MUMBAI – 400 059

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