Moneybee Securities Pvt Ltd – Portfolio Management Services (PMS)

Moneybee offers specialized, premium non-fund-based financial advisory services, aiming to establish a unique market position. In response to the dynamic global landscape, our service offerings undergo continuous innovation and enhancement. Our operational philosophy is centered on client needs and client satisfaction.

AUM (₹ Cr)

112.02

Clients

90

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Moneybee Securities Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
QueenBee Small & Mid Cap -22.97% 21.63% 36.51% Aug 2007

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

Portfolio Managers & Fund Management Team

Mr Dhiren Shah

Founder

Dhiren Shah, the founder, commenced his career in the equity market as a sub-broker. Following fourteen years of comprehensive and successful engagement across various facets of the capital market, Moneybee Securities Private Limited was established. Moneybee is a burgeoning investment advisory firm presently overseeing assets for its global corporate and individual clientele.

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Regulatory Information

SEBI Registration: INP000001959

Registered Office: 303, Tower - A, Peninsula Business Park, G. K. Marg, Lower Parel (W), Mumbai 400 013 India.

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)