Shriram PMS
Shriram PMS is a pioneering Portfolio Management Services (PMS) firm, aspiring for its innovative Quantamental investment approach. We seamlessly integrate rigorous quantitative techniques with in-depth fundamental analysis, enabling us to identify and capitalize on compelling investment opportunities. Our unwavering commitment to integrity and a relentless pursuit of innovation drives us to deliver superior, risk-adjusted returns for our clients. We meticulously tailor our investment solutions to align with each client's unique financial objectives and risk tolerance.
Our Investment Philosophy
External Stimuli
Internal Stimuli
Quant + Fundamental
Shriram “Quantamental” investing uses a hybrid strategy that blends the power of quantitative models—based on rigorous data analysis and statistical techniques—alongside traditional fundamental analysis, which assesses the intrinsic value of companies. By integrating these two methodologies, we aim to deliver superior investment outcomes tailored to your individual goals and risk tolerance.
Quantitative Multi-factor investing
Our quantitative models analyse vast amounts of financial data and apply a multi-factor quantitative approach for portfolio construction to avoid any biases towards a single factor or style. This data-driven approach helps us make informed investment decisions and manage risk effectively.
Fundamental Research
Complementing our quantitative models, our team of experienced analysts will conduct in-depth fundamental research to assess any “Alpha Triggers” i.e. triggers which could unlock value and result in long-term alpha for the investments.
Portfolio Construction
We curate portfolios based on a ‘Quantamental’ approach, which combines both ‘Quantitative’ and well as a ‘Fundamental’ analysis.
Why Choose Shriram PMS?
Quantamental Approach
We are the first in the industry to employ a unique quantamental approach that combines rigorous quantitative analysis with deep fundamental research, ensuring well-rounded and informed investment decisions.
Experienced Team
Our team of seasoned professionals brings decades of financial expertise, ensuring that your investments are managed by knowledgeable and skilled experts.
Tailored Investment Strategies
We understand that each client has unique financial goals, and we customize our investment strategies to align with your specific needs and objectives.
Robust Risk Management
Our advanced risk management techniques help mitigate potential downsides, providing you with a balanced and resilient portfolio that can withstand market volatility.
Transparency and Integrity
At Shriram PMS, we prioritize transparency and integrity in all our dealings, ensuring that you are always informed and confident in our investment decisions.
Long-Term Focus
Our investment philosophy is centered on long-term value creation, aiming to build sustainable wealth for our clients through strategic and disciplined investment practices.
Offerings
Shriram LEAPS (Large & Emerging Alpha Portfolio Strategy)
A curated portfolio of 15-25 stocks, with a large-cap bias, using a multi-factor approach. The portfolio also aims to add select stocks, using a bottom-up fundamental approach with an aim to complement the overall portfolio.
Shriram Future GEMS (Growth Enabled Mid & Small Caps)
A curated portfolio of 15-25 stocks, with a bias towards mid and smaller-sized companies, using a multi-factor approach. The portfolio also aims to add select stocks, using a bottom-up fundamental approach with an aim to complement the overall portfolio.
Team Details
Mr Ketan Shah
Principal Officer & Fund Manager
Mr Ketan Shah
Principal Officer & Fund Manager- 17+ years in Equity Research.
- 15+ years of buy-side experience, excelling in sectors like BFSI, Engineering, Capital Goods, and Construction.
- Focused on executing tailored strategies for consistent, long term growth.
- MBA Finance from N L Dalmia Institute of Management Studies & Research.
Mr Hitesh Savanth, CFA
Fund Manager
Mr Hitesh Savanth, CFA
Fund Manager- 12+ Years of experience across Portfolio Management and Wealth Management
- Managed and advised Family Offices and UHNIs Public Equity, Private Investments & Multi asset portfolios across Indian & Global markets
- Strong focus on delivering risk adjusted returns
- B. Com (Hons.) from Sri Sathya Sai University
- Chartered Financial Analyst from CFA Institute
See all schemes managed by
Ketan Shah
- 17+ years in Equity Research.
- 15+ years of buy-side experience, excelling in sectors like BFSI, Engineering, Capital Goods, and Construction.
- Focused on executing tailored strategies for consistent, long term growth.
- MBA Finance from N L Dalmia Institute of Management Studies & Research.
See all schemes managed by Hitesh Savanth
- 12+ Years of experience across Portfolio Management and Wealth Management
- Managed and advised Family Offices and UHNIs Public Equity, Private Investments & Multi asset portfolios across Indian & Global markets
- Strong focus on delivering risk adjusted returns
- B. Com (Hons.) from Sri Sathya Sai University
- Chartered Financial Analyst from CFA Institute
Get in Touch with Us
217, 2nd floor, Swastik chamber, Near junction of S.T. & C.S.T. road, Chembur, Mumbai - 400 071
+91 98209 94717
