Helios Capital Asset Mgnt India Pvt Ltd – Portfolio Management Services (PMS)

Helios Capital Asset Management (India) Pvt Ltd is registered with the Securities and Exchange Board of India to provide Portfolio Management Services (PMS). The firm's primary investment offering is the Helios India Rising PMS. Helios Capital Management Pte. Ltd., based in Singapore, serves as the parent entity. This Singapore-based firm holds a Capital Markets Services License from the Monetary Authority of Singapore and is a registered Foreign Portfolio Investor with the Securities and Exchange Board of India. Established in 2005, Helios Capital Management Pte. Ltd. currently manages a diversified portfolio including India-focused long/short and long-only funds and mandates, as well as a global long-only fund. The founding members of Helios, Dave Williams, Karan Trehan, and Samir Arora, collectively possess extensive experience in the asset management sector. They were instrumental in the early development of the Indian asset management industry, having co-established one of India's inaugural private sector Asset Management Companies (AMCs) in 1994 during their previous tenures. Furthermore, Samir Arora has an exceptional and sustained track record, exceeding 26 years in managing Indian equity funds on the long side. He also stands as one of the most seasoned India fund managers on the short side, with a documented history spanning over 15 years in this capacity.

AUM (₹ Cr)

3725.77

Clients

907

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Helios Capital Asset Mgnt India Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Rising PMS Multi Cap & Flexi Cap 5.45% 20.24% 17.42% Mar 2020

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

Alternative Investment Funds (AIF)

Helios Capital Asset Mgnt India Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

India Rising Fund II

Flexi Cap 4.67% 18.95% Dec 2022

India Long Short Fund

Long Short - Aggressive 0.39% 13.55% Dec 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Dharmendra Grover

Fund Manager

Dharmendra Grover possesses 28 years of dedicated experience within the Indian equity markets. His prior professional engagements include esteemed roles at SBI Mutual Fund, Artemis Advisors (serving as exclusive advisor to Helios Singapore), Tata Securities, Tata Motors, Credit Suisse Securities (India), and Lloyds Securities. Mr. Grover holds a Bachelor of Commerce degree from Delhi University and a Post Graduate Diploma from the Institute of Rural Management, Anand.

Mr. Dinshaw Irani

CEO

Dinshaw Irani currently serves as the Chief Executive Officer of Helios India. Prior to this appointment, he held the position of Executive Director at Artemis Advisors, the exclusive research advisory firm for Helios Singapore, for more than 14 years. In his capacity as the head of Artemis Advisors, Mr. Irani was responsible for overseeing the entire research lifecycle, encompassing industry analysis, investment idea generation, and the formulation of final recommendations. Before joining Artemis in 2005, he was instrumental in establishing the portfolio management services division at Sharekhan, where he served as Principal Portfolio Manager from 2003 to 2004. His earlier experience includes a tenure of over three years as Vice President within the Asian Emerging Markets team at Alliance Capital in Mumbai, where he focused on the consumer and pharmaceutical sectors. Prior to his role at Alliance Capital, Mr. Irani gained experience at Sun F&C Mutual Fund and Lloyd Securities. Mr. Irani holds a graduate degree in Commerce (Hons.) and a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand. He possesses a total of 29 years of investment experience.

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Regulatory Information

SEBI Registration: INP000006916

Registered Office: 515A, 5th Floor, The Capital Plot C70, Bandra-Kurla Complex, Bandra East, Mumbai - 400051

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)