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Envision Capital Services Pvt Ltd – Portfolio Management Services (PMS)

Envision Capital Services Private Limited is a SEBI-regulated entity specializing in investment management within the Indian public markets. The company provides Portfolio Management Services and Portfolio Advisory Services to a discerning clientele comprising institutions, family offices, and high-net-worth individuals. Envision Capital differentiates itself through its investment team's profound expertise and extensive experience in public markets, its localized operational footprint, and a demonstrated history of generating alpha. The firm's fundamental approach centers on discerning value, with a particular emphasis on growth-stage enterprises, executed via a meticulous investment methodology.

AUM (₹ Cr)

1884.39

Clients

103

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Envision Capital Services Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Opportunities Multi Cap & Flexi Cap 3.72% 19.79% — Apr 2021
Envision New Frontiers Multi Cap & Flexi Cap — — — Dec 2025

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

Portfolio Managers & Fund Management Team

Mr. Nilesh Shah

Fund Manager, PMS

Nilesh Shah serves as the Founder and Chief Executive Officer of Envision Capital, overseeing the India Value Portfolio. With a distinguished career spanning 29 years in corporate finance and asset management, Mr. Shah possesses a CFA designation from The Institute of Chartered Financial Analysts of India (ICFAI), achieving an all-India first rank in the CFA Preliminary Levels. He also holds a postgraduate degree in management from IRMA, graduating as valedictorian. Mr. Shah is a recognized recipient of numerous academic and professional accolades, including "The Achiever Award" presented by Jaycees, a global youth organization. In 2011, he was invited to speak at Columbia Business School on the topic of "Investing: Finding Value in India".

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Regulatory Information

Registered Office: Envision Capital Services Pvt Ltd 33,Maker Chambers VI, Jamnalal Bajaj Marg, Nariman Point, Mumbai 400 021

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)