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Prithvi Finmart Pvt Ltd – Portfolio Management Services (PMS)

Established in 2008, Prithvi Finmart Private Limited, headquartered in Mumbai, is a seasoned financial services provider. For over ten years, we have been dedicated to delivering superior client experiences across a comprehensive suite of offerings. These include Equity Broking, Portfolio Management Services (PMS), Commodity Broking, Currency Broking, Mutual Fund Investments, Insurance solutions, and Depository Services. Our clientele encompasses High Net Worth Individuals (HNIs), corporate bodies, and retail investors, including resident Indians and Non-Resident Indians/Persons of Indian Origin (NRI/PIOs). We facilitate investments within the listed equity market, strictly adhering to the regulatory frameworks established by SEBI and the RBI. Prithvi Finmart holds SEBI registration number INP00004441. Our team comprises seasoned professionals with extensive expertise in Equity Investments, Derivatives, Equity Research, Portfolio Management Services, Mutual Funds, Insurance, Financial Planning, and Depository Services (through CDSL).

AUM (₹ Cr)

150.15

Clients

96

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Prithvi Finmart Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Balanced Portfolio Multi Cap & Flexi Cap -12.81% — — Jul 2023

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

Portfolio Managers & Fund Management Team

Mr Janak Kotecha

Fund Manager

With over ten years of comprehensive experience in the financial services industry, Mr. Janak is a distinguished Chartered Accountant. His career has encompassed significant tenures at esteemed organizations, including Morgan & Stanley and Alliance Fin Stock. Since becoming a part of the Prithvi Group at its establishment in 2007, Mr. Janak has broadened his responsibilities to encompass Portfolio Management Services. In his capacity as a pivotal team member, he utilizes his substantial expertise to direct and empower his colleagues, promoting a culture of high performance that benefits both clients and the team.

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Regulatory Information

SEBI Registration: INP000004441

Registered Office: A1502 15th Floor, O2 commercial Premises, OPP Asha Nagar, Block Sector Mulund West Mumbai - 400080

Disclaimer

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