Small-Cap / Mid-Cap PMS
Grow With India’s Next-Generation Wealth Creators
Small-cap and mid-cap companies often represent the fastest-growing segment of the Indian equity market. These are emerging businesses with scalable business models, improving balance sheets, and strong potential for multi-year wealth creation.
Our Small-Cap / Mid-Cap PMS is designed for investors who want to tap into this high-growth universe through a research-driven, disciplined, and risk-managed investment strategy.
What is Thematic PMS?
Thematic PMS is an investment approach where portfolios are constructed around specific ideas / future-driven themes such as:
- Digital transformation
- AI & automation
- Renewable & green energy
- EV & smart mobility
- Financial inclusion
- Healthcare & biotech innovation
- Policy-driven sectors (defence, infrastructure, railways etc.)
So rather than holding “random good stocks,” you invest in businesses that directly benefit from the core themes shaping tomorrow.
Why Choose Small-Cap & Mid-Cap PMS?
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Who Should Invest?
This PMS is suitable for:
- High-net-worth investors (HNIs)
- Long-term investors looking for alpha
- Individuals comfortable with equity volatility
- Investors wanting exposure beyond Nifty Top-100 companies
Minimum investment as per SEBI PMS regulation: ₹50 Lakhs
Investment Philosophy
Our PMS follows a bottom-up fundamental research approach:
- Identify scalable emerging businesses
- Evaluate promoter integrity + governance
- Analyse financial strength, cash flows & ROCE
- Invest in growth with reasonable valuation
- Avoid hype, momentum & unproven narratives
We aim to capture undervalued quality before the broader institutional market recognises it.
Portfolio Construction Framework
Risk Management
Risk Management
We apply strict filters & continuous monitoring:
- Sector diversification controls
- Profit booking & rebalancing discipline
- Stop-loss triggers on thesis breakdown
- Quality-first selection criteria
Small & mid-cap investing involves volatility — we manage risk without compromising opportunity.
