Bellwether Capital Pvt Ltd – Portfolio Management Services (PMS)

Established in April 2004, Bellwether Capital is a portfolio management firm registered with the Securities and Exchange Board of India (SEBI). The firm was co-founded by Ranjit Dongre, formerly of Rothschild, and Miten Mehta, formerly of Credit Suisse. Their combined industry experience spans nearly five decades. Bellwether Capital operates as a private limited company, with both founders holding equal ownership. The firm's core business involves managing equity portfolios for private clients and their families. While the client base includes some ultra-high-net-worth individuals, it is primarily aligned with the founders' professional backgrounds. Consequently, a significant portion of clients comprises ambitious professionals, owners of medium-sized enterprises, entrepreneurs who have successfully exited their ventures, and retirees. The objective is to provide comprehensive investment management services to this underserved demographic, leveraging the capabilities of a larger institution while maintaining a highly personalized, boutique service model.