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Centrum PMS – Portfolio Management Services (PMS)

Centrum initiated its securities brokerage operations in 1994. This business segment was subsequently integrated as a subsidiary of Centrum Capital Limited during the fiscal year 2011-12. Since its consolidation, the entity has been actively providing Portfolio Management Services (PMS), featuring a diverse array of investment approaches. As a result of an internal structural realignment, Centrum Broking Limited has been transferred to Centrum Investment Advisors Limited, with the transition effective from June 1, 2025. This strategic divestment is intended to optimize operational efficiency and foster greater collaboration across the group's Portfolio Management Services, investment advisory, and brokerage offerings.

AUM (₹ Cr)

1299.94

Clients

496

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Centrum PMS Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Deep Value IV Small & Mid Cap -12.64% 13.74% 14.48% Dec 2015
Micro Small Cap -15.49% 16.39% 21.44% Jul 2016
Flexi Cap Multi Cap & Flexi Cap 12.00% 19.37% 16.53% Jun 2011
Good To Great Small & Mid Cap -11.54% 13.59% 15.22% Jun 2019
Built To Last Large Cap 11.70% 12.93% 11.11% Jul 2019

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

Portfolio Managers & Fund Management Team

Mr. Abul Fateh

Fund Manager

With over 19 years of dedicated experience in the asset management sector, Abul possesses a proven track record in delivering robust equity research and effective portfolio management. His career trajectory includes significant roles at prominent financial entities such as Parag Parikh Financial Services, DBS Cholamandalam Mutual Fund, and Baroda BNP Paribas Mutual Fund. Most recently, he served as the Head of Fundamental Equities at True Beacon Investment Advisors. During his time at Baroda BNP Paribas Mutual Fund, he was instrumental in the co-management of three distinct portfolio strategies: the India Consumption Fund, the Business Cycle Fund, and the Large & Midcap Fund. Abul holds a Master’s Degree in Mathematics and a Post Graduate Diploma in Securities Markets from the Indian Institute of Capital Markets.

Interested in Centrum PMS?

Get in touch with our partner to learn more about Centrum PMS's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000004383

Registered Office: Centrum House Kalina, Santacruz (East), Mumbai:- 400098

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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