NAFA Asset Managers Pvt Ltd – Portfolio Management Services (PMS)

NAFA Capital Advisors, serving as the parent entity for NAFA Asset Managers, operates as a comprehensive, India-centric financial services platform engaged in both investment management and corporate advisory functions. NAFA Capital Advisors offers a diverse range of financial, advisory, and asset management services encompassing multiple asset classes under a unified structure. The asset management arm of the NAFA Group includes offerings such as private equity funds, investment management in public equity and debt markets, and wealth management services, complemented by a broad spectrum of investment products. Furthermore, NAFA is slated to introduce its Fintech Lending platform by the close of 2020. The NAFA Group boasts a team of seasoned professionals possessing profound domain knowledge and specialized expertise. Leveraging decades of collective experience within the financial industry and an extensive cross-sectoral network, NAFA is strategically positioned to optimize returns and foster business expansion.

AUM (₹ Cr)

534.52

Clients

366

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

NAFA Asset Managers Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Emerging Bluechip Portfolio Mid Cap -4.08% 19.21% 22.70% Mar 2016
Small Cap Portfolio Small Cap -6.87% 12.96% 18.58% Mar 2019
Clean Tech Portfolio Mid Cap -13.64% 23.70% Sep 2021

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

Portfolio Managers & Fund Management Team

Mr Balaji Vaidyanath

CEO & CIO

At Nafa, Mr. Vaidyanath serves as the Chief Executive Officer and Chief Investment Officer. He possesses over ten years of experience in the equity markets, initially as a research analyst and subsequently as a portfolio manager at Sundaram Asset Management. His tenure of nearly seven years as a fund manager at Sundaram Portfolio Managers demonstrated a notable track record across six distinct investment strategies. He achieved consistent outperformance relative to portfolio benchmarks, exceeding them by over 100% across strategies until December 2015, at which point he transitioned from these responsibilities. A significant strength is his demonstrated capacity to maintain a substantial lead over the broader market during periods of market downturns. During his oversight, Sundaram Portfolio Managers experienced a twelve-fold increase in assets under management, reaching ₹1300 Crores, a period characterized by fluctuating market cycles, including both bullish and bearish phases, and elevated volatility. His fund management philosophy is characterized by high conviction, extended holding periods, low portfolio turnover, and a strategic allocation to cash. With Mr. Vaidyanath at the helm as CEO and CIO, Nafa provides potential investors with an investment platform built on a robust foundation.

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Regulatory Information

SEBI Registration: INP000006989

Registered Office: 302, 3rd Floor, Naman Centre, Plot No. C - 31, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400 051

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.

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