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

Negen Capital PMS commenced operations in November 2017. Our investment strategy primarily focuses on small-cap and mid-cap equities, with a particular emphasis on uncovering value investment prospects through unique corporate events such as demergers and spin-offs.

AUM (₹ Cr)

1304.1

Clients

1271

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Negen Capital Services Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Special Situations and Technology Strategy Multi Cap & Flexi Cap 0.08% 26.84% 29.82% Aug 2017

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

Alternative Investment Funds (AIF)

Negen Capital Services Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Negen Undiscovered Value Fund

Multi Cap & Flexi Cap -3.20% Jul 2023

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

Portfolio Managers & Fund Management Team

Mr Jigar Dinesh Shah

Fund Manager

Mr. Jigar Dinesh Shah brings over 16 years of dedicated experience within the capital markets sector at Negen Capital Services Private Limited. His expertise encompasses investment strategies, equity research, business development, comprehensive risk management frameworks, client risk assessment, and client engagement. He holds a Bachelor of Commerce (B.Com.) degree from Mumbai University and a Post Graduate Diploma in Business Administration (PGDBA) with a specialization in Finance from Welingkar Institute of Management Development. Furthermore, Mr. Shah is certified as an Investment Adviser at Level I and Level II by the National Institute of Securities Markets (NISM).

Mr Neil Madan Bahal

Founder & Fund Manager

Mr. Neil Bahal is an accomplished investment practitioner with over twenty years of extensive involvement in the Indian capital markets. His investment career commenced at the age of fifteen, fueled by a profound interest in equities and a commitment to long-term wealth generation. Guided by the principle that "The secret to investing is to figure out the value of something – and then pay a lot less" (Joel Greenblatt), Mr. Bahal's investment approach is centered on discerning intrinsic value and identifying overlooked prospects. As the Founder and Fund Manager at Negen Capital, he directs the Portfolio Management Services (PMS) operations. His primary investment strategy involves identifying special situations, focusing on undervalued assets where market inefficiencies or strategic corporate events present opportunities for substantial alpha generation. Mr. Bahal possesses an MBA in Finance and has completed the FMB program at S.P. Jain Institute of Management & Research, further developing his strategic and business leadership acumen.

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Regulatory Information

SEBI Registration: INP000005414

Registered Office: Negen Capital Services Private Limited, Trade Point Building, 2nd Floor Above Passport Office Utopia City, P. B. Marg, Lower Parel (West) Mumbai 400013

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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For official or regulatory matters, please refer to formal communication channels of the respective organization.

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