Vallum Capital Advisor Pvt Ltd – Portfolio Management Services (PMS)

Vallum Capital Advisors Private Limited, an entity registered with SEBI as a Portfolio Manager (Registration Number: INP000007650), is headquartered in Mumbai, India. Established in 2010, the firm presently oversees Assets Under Management (AUM) exceeding ₹1500 Crore and serves over 490 clients within the Indian financial landscape. The firm's strength lies in its team of seasoned professionals, each possessing specialized knowledge in finance and economics, with core competencies in equity research, portfolio stewardship, and capital markets operations. Our primary focus is on the meticulous construction of investment portfolios and robust risk mitigation strategies. By harnessing the collective acumen of our team, we are dedicated to developing tailored investment solutions designed to align with the distinct objectives of each client. Our aspiration is to consistently outperform the designated benchmark by an annual margin of 3–5%, after accounting for all fees, over a holding period of 3–5 years, thereby generating exceptional risk-adjusted returns. With extensive experience accumulated over decades, serving a diverse clientele with varied investment profiles, we acknowledge and integrate the value of multifaceted perspectives in our investment methodology. Vallum Capital further provides an integrated digital portal for investors to effectively track their investment portfolios.

AUM (₹ Cr)

1328.79

Clients

464

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Vallum Capital Advisor Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Vallum India Discovery Small & Mid Cap -9.80% 15.22% 17.34% Sep 2020

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

Portfolio Managers & Fund Management Team

Mr Manish Bhandari

Fund Manager

Manish Bhandari is the Chief Executive Officer and Portfolio Manager at Vallum Capital Advisors, a Mumbai-based entity registered with the Securities and Exchange Board of India (SEBI) as a Portfolio Manager. He established the firm in 2010, leveraging over twenty-five years of extensive experience within the Indian capital markets. Vallum Capital Advisors is dedicated to providing investment management services to institutional clients, family offices, and high-net-worth individuals. Mr. Bhandari also holds the position of Director and Principal Officer for Vallum Capital Advisors Private Limited. He has recently been appointed as a Director on the Board of the Association of Portfolio Managers in India (APMI), a recognized trade association for SEBI-registered Portfolio Managers. Before founding Vallum Capital, Mr. Bhandari served as Vice President and Portfolio Manager (Equities) at ING Management in India for six years. His expertise has been recognized through various accolades, including featured editorials in The Economic Times and contributions to Nikkei Business, Japan, under the column "Charm of India." He is widely regarded within the Indian financial community as a distinguished market professional, often referred to as one of the "Wizards of Dalal Street," and has been identified by CNBC as a leading next-generation investment manager in India. Mr. Bhandari is frequently sought after to share his insights on economic and investment matters, having appeared on prominent media outlets such as CNBC and ET NOW. His published works and investor communications demonstrate a profound understanding of capital markets and investor psychology. He regularly contributes to diverse financial publications, both domestically and internationally, solidifying his position as a respected industry commentator.

Interested in Vallum Capital Advisor Pvt Ltd?

Get in touch with our partner to learn more about Vallum Capital Advisor Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000007650

Registered Office: B-403, Kanakia Wall Street, Andheri (East), Mumbai, India - 400093

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.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

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)