Vallum Capital Advisor Pvt Ltd – Portfolio Management Services (PMS)

Vallum Capital Advisors Private Limited is SEBI registered Portfolio Manager [INP000007650] based out of Mumbai, India. Founded in 2010, the company currently manages over Rs. 1500 Crore of AUM and more than 490 clients in the Indian market. Our team consists of highly experienced professionals who specialize in different areas of finance & economics and have expertise in the areas of equity analysis, portfolio management, and capital markets. We specialize in portfolio construction and risk management, leveraging our team’s expertise to create customized portfolios to meet our clients’ individual needs. Our goal is to beat the Benchmark by 3–5% p.a. net of fees over 3–5 years and to generate superior risk-adjusted returns. We have decades of experience working with a variety of clients from different backgrounds and understand the importance of diversity in our approach. Vallum Capital also offers an online platform for investors to monitor their investments

AUM (₹ Cr)

1328.79

Clients

464

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Vallum Capital Advisor Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Vallum India Discovery Small & Mid Cap -9.80% 15.22% 17.34% Sep 2020

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

Portfolio Managers & Fund Management Team

Mr Manish Bhandari

Fund Manager

Manish Bhandari is the CEO and Portfolio Manager at Vallum Capital Advisors, a SEBI-registered Portfolio Manager based in Mumbai, India. He founded the firm in 2010 and brings over two and a half decades of experience in the Indian capital markets. Vallum specializes in investment management for institutional investors, family offices, and high-net-worth individuals (HNIs). He serves as the Director and Principal Officer of Vallum Capital Advisors Private Limited, a SEBI registered Portfolio Manager. He was recently elected as a Director on the Board of Association of Portfolio Managers in India (APMI), a Trade Body for Portfolio Managers registered with the Securities & Exchange Board of India (SEBI). Prior to establishing Vallum Capital, Manish spent six years as a Vice President and Portfolio Manager (Equities) at ING Management in India. His exceptional insights and achievements have earned him recognition, with his write-up in the Editorials of Economic Times and he was a regular contributor to Nikkei Business, Japan under heading “Charm of India”. He is renowned as one of the accomplished figures on Dalal Street, known as the Wizards of Dalal Street. Additionally, CNBC has acknowledged him as a promising next-generation Investment Manager in India. . He is frequently invited to speak on economic and investment topics and has appeared on media platforms such as CNBC and ET NOW. His writings and newsletters reflect his deep understanding of capital markets and investor behavior. Manish actively contributes to various financial publications both within India and internationally, establishing himself as a regular expert commentator in the industry.

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Regulatory Information

SEBI Registration: INP000007650

Registered Office: B-403, Kanakia Wall Street, Andheri (East), Mumbai, India - 400093

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