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Karma Capital Advisors Pvt Ltd – Portfolio Management Services (PMS)

Karma Capital Advisors Pvt Ltd. (KCA), established in 2005, is an independent investment management firm headquartered in Mumbai, India. The company operates as a private limited entity registered within India. KCA's foundation was built upon the principle of managing assets through a value-driven investment approach, focusing on medium to long-term horizons. The firm's objective is to cultivate a prosperous and enduring enterprise, fostering relationships with stakeholders and clients who align with its value-oriented investment philosophy and an absolute return perspective. For KCA, value investing encompasses the integration of growth and its qualitative attributes as significant drivers of value. The company maintains an unblemished record of no conflicts of interest, as its sole business activity is investment management. As a portfolio manager registered and regulated by the Securities and Exchange Board of India (SEBI), KCA provides Discretionary Portfolio Management Services to domestic high net worth individuals, family offices, institutions, and corporations. Additionally, the firm offers investment management and advisory services to offshore institutional investors, including endowments, pension funds, sovereign wealth funds, and family offices. KCA currently serves a diverse clientele of substantial offshore institutions, including a Sovereign Wealth Fund. The company collaborates with prominent private banking and wealth management firms in India, who extend KCA's services to their respective client bases.

AUM (₹ Cr)

7219.89

Clients

204

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Karma Capital Advisors Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Wealth Builder Multi Cap & Flexi Cap 2.28% 19.68% 20.28% Dec 2006
Magnolia Large Cap 3.85% — — Feb 2023
Lotus Small & Mid Cap 11.05% — — Feb 2023

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

Portfolio Managers & Fund Management Team

Ms Ekta Mehta

Fund Manager

Ms. Ekta Mehta serves as a Portfolio Manager at Karma Capital Advisors, bringing over 12 years of comprehensive experience in investment management and financial analysis. Her responsibilities include overseeing large-cap funds and providing analytical coverage for companies within critical sectors such as Banking, Financial Services, Insurance, Fast-Moving Consumer Goods (FMCG), Hospitality, Healthcare, and Oil & Gas. Prior to joining Karma Capital, Ms. Mehta held positions at MSCI and SGA, where she gained expertise in indexing and investor relations. Previously, she was a sell-side analyst at B&K Securities, focusing on the media sector, and also served as a Research Associate at Karma Capital. Ms. Mehta holds an MBA in Finance from N.L. Dalmia Institute of Management Studies and possesses a CFA charter from ICFAI University.

Mr. Rushabh Sheth

Fund Manager

Rushabh brings more than 29 years of extensive experience in the Indian asset management sector, with a primary focus on listed equities. Throughout his distinguished career spanning over two decades, he has actively participated in diverse asset management modalities, including Portfolio Management Services, Mutual Funds, and Offshore Funds. He has also played a significant role in the development of India's fund management industry. Currently, Rushabh serves as a Portfolio Manager and holds additional corporate responsibilities as a Director at KCA.

Mr Vinay Jain

Fund Manager

Mr. Vinay Jain became associated with Karma Capital in May 2013. Before his tenure at Karma Capital, he gained nine months of experience at SS&C GlobeOp Financial Services Ltd within their Valuations division. In that role, he was tasked with conducting independent valuation assessments for a range of securities, including non-over-the-counter (OTC), illiquid, and hard-to-value (HTV) instruments, serving clients in the Hedge Fund and Pension Fund sectors. Earlier, as part of his postgraduate internship, he was a Management Trainee at Karma Capital during May-June 2011. Mr. Jain holds an MBA in Finance from the University of Mumbai and also holds a B.E. in Electronics from the same institution.

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Regulatory Information

SEBI Registration: INP000001223

Registered Office: Floor 12U Suite 1 Remi Commercio,Off Veera Desai Road Andheri West,Mumbai,Maharashtra,India-400053

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)