Helios Capital Management India LLP (“Helios India”) is licensed by Securities & Exchange Board of India to offer Portfolio Management Services (PMS). Its flagship investment product is the Helios India Rising PMS.
Its parent is Singapore-based Helios Capital Management Pte. Ltd. (“Helios”), holding, a Capital Markets Services License from the Monetary Authority of Singapore and registered as a Foreign Portfolio Investor with the Securities and Exchange Board of India. Helios, founded in 2005, currently manages both India focused long/short and long only funds/mandates and a globally focused long only fund. Founders of Helios (Dave Williams, Karan Trehan and Samir Arora) have senior asset management experience and were pioneers in Indian asset management industry jointly setting up one of India’s first private sector AMCs in 1994 (in their prior roles). Additionally, Samir Arora has one of the longest track records (26+ years on the long side) in the Indian fund management business. He is also one of the most experienced India fund managers on the short side with a 15+ year track record. Senior employees of Helios and Helios India have all closely worked together for more than a decade and expect to work together for a long time to come.
PMS Product Performance
|Company Name /
|Product Name||Fund Manager||Date of inception||AUM||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|Helios Capital India Rising||India Rising||Mr. Dinshaw Irani||16 Mar 2020||531.44||-2.3%||-4.6%||-6.5%||14.0%||31.2%||-||-||-||29.3%|