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Piper Serica Advisors Pvt Ltd – Portfolio Management Services (PMS)

Piper Serica operates as a long-only, active equity asset management firm specializing in diverse investment strategies within the Indian market. We oversee a portfolio of funds dedicated to investing in publicly traded Indian corporations, serving both domestic and international individual and institutional investors. Additionally, we manage a dedicated fund focused on early-stage Indian enterprises that are developing business models predicated on deep technology innovation. With over three decades of experience investing in the Indian equity landscape, we possess a profound comprehension of successful investment approaches and the navigation of market-specific risks inherent to India as an emerging economy. The investment vehicles we manage are designed to align with the varied risk-return preferences and financial objectives of our clientele. Our competitive advantage stems from our rigorous research methodologies and an unwavering commitment to a disciplined investment process. Our research personnel are adeptly trained in proprietary research frameworks, a system we have cultivated and largely automated. To foster alignment of interests, our fund management team commits all their personal capital, whether in public or private markets, exclusively to the funds administered by Piper Serica. Piper Serica is a management-owned entity, with a significant ownership stake held by women.

AUM (₹ Cr)

886.53

Clients

421

Strategies

1

As On

30 November 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Piper Serica Advisors Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Leader Portfolio Strategy Multi Cap & Flexi Cap -3.60% 16.90% 12.40% Jun 2019

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

Portfolio Managers & Fund Management Team

Mr Abhay Agarwal

Founder and Fund Manager

**Management and Founder Profile** Piper Serica Advisors is led by its Founder and Fund Manager, who possesses over three decades of dedicated investment experience. Established in 2004 and registered with the Securities and Exchange Board of India (SEBI), Piper Serica operates as a multi-asset management firm. The firm serves as the Portfolio Management Services (PMS) manager and advisor for the Piper Serica India Numero Uno Fund, a Mauritius-domiciled Foreign Portfolio Investor (FPI). Both Piper Serica Advisors and the India Numero Uno Fund strategically focus on equity investments within the Indian listed securities market. Furthermore, Piper Serica manages the Piper Serica Angel Fund, a SEBI Category I Alternative Investment Fund (AIF). This fund specializes in providing capital to early-stage Indian technology ventures. The fintech holdings within this portfolio include notable companies such as Alt Mobility, Kivi Fintech, Freed, Flashaid, OTPLess, Castler, Rupeeflo, and Swara Fincare. Prior to founding Piper Serica, the Fund Manager accumulated substantial expertise from 1997 to 2004 as a Director within JP Morgan's Private Equity division, with assignments across India, Hong Kong, and Singapore. This experience followed a tenure at Citibank India from 1993 to 1997, where he was instrumental in managing a direct investment program that yielded multiple successful ventures. Academically, he holds an MBA from the Jamnalal Bajaj Institute of Management Studies, Mumbai (1993). He is also formally recognized by NISM/SEBI as a certified AIF Fund Manager, PMS Manager, Investment Advisor, and Research Analyst. His extensive background and profound knowledge in the investment domain position him as a significant contributor to the industry and a key driver of Piper Serica Advisors' strategic growth and operational achievements.

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Regulatory Information

Registered Office: Office No. 905 & 906, A Wing, Marathon Innova Nextgen, Ganpatrao Kadam Marg, Lower Parel, 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.

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