Schedule a Call

Portfolio Management Services in India for
Long-Term Wealth Creation

Chanakya Capital Services is a SEBI-registered portfolio manager helping Family Offices and International Investors grow their wealth through disciplined, first-principles equity investing — backed by a core team
with 35+ years of market experience.

Schedule a Free Consultation
Explore Our Services

SEBI Registered PMS

35+ Years Combined Experience

GIFT City AIF Approved

Proprietary Market-Timing Algorithm

Wealth Management Solutions Through PMS & AIF

 

Build and manage your wealth with Chanakya Capital’s specialised investment solutions. We offer Portfolio Management Services (PMS) for HNIs, NRIs and Family Offices seeking customised, high-conviction equity portfolios, along with Alternative Investment Fund (AIF) solutions through our GIFT City platform for eligible investors looking for access to Indian equities through an offshore investment structure.

About Chanakya Capital

A Disciplined, First-Principles Approach to Portfolio Management

India has dozens of PMS firms managing thousands of crores. What sets Chanakya Capital apart isn’t size, it’s conviction. We run concentrated, customised portfolios for a select group of investors, applying first-principles thinking to every stock we own.

Founded by market veterans with over 35 years of combined experience in Indian equities, Chanakya Capital identifies differentiated, high-potential businesses including turnaround opportunities that larger PMS houses often overlook. Every portfolio is built, monitored and optimised toward one goal: long-term financial prosperity for our investors.

“Never settle for anything less than what you deserve. It’s not pride, it’s self-respect.”

— Chanakya

35+

Years Core Team Experience

INP000006040

SEBI Registration

₹50 Lakh

Minimum Investment

GIFT City

Offshore Gateway Live

Why Chanakya ?

Tailored portfolio management with disciplined, long-term focus.

Customized Portfolio

Seasoned Core Team - 35+ years experience

Portfolio Design - Management & Optimisation strategies

Market Timing - Proprietary Algorithm

Deep understand of business turnaround

Stock Selection - Differentiated, high performing stocks

Grow Your Wealth with Trusted Portfolio Management Experts 

Schedule a free consultation to discuss your financial goals. Our team will review your portfolio and create a tailored investment strategy to help you achieve sustainable long-term growth.

Book a Free Consultation
WhatsApp Us: +91 99305 50052

What We Offer

Our Wealth Management Offerings

Discretionary Equity

Portfolio Management Services (PMS)

Discretionary equity PMS for resident Indians and NRIs with a minimum investment of ₹50 lakh. Concentrated portfolios of 15–25 high-conviction stocks, customised to your goals and risk profile.

Explore Our PMS
NRI & Offshore

Alternative Investment Funds (AIF)

Explore Alternative Investment Funds through GIFT City IFSC, a globally structured gateway to Indian investment opportunities.
Explore AIF Opportunities

Our Approach

Is the Indian Stock Market Priced Attractively?

Our View on Current Market Pricing

\
We do not know that with certainty.
\
We invest in stocks of companies that we understand deeply.
\
We invest at a price we are very comfortable with, based on in-house research.
\
Our past performance data, across years and market phases, corroborates the efficacy of our investment process.

Why We Believe India Can Create Significant Wealth

\

We believe the process of wealth generation in India is going to increase exponentially due to factors like:

\
Improving robustness of institutional mechanisms due to continuing economic and regulatory reforms in India.
\
Increasing sophistication in demand for various goods and services.
\
Emergence of a new set of enlightened entrepreneurs and managers.
\
Increasing global recognition regarding the quality of products and services from India.
\
Long-term vision of key Indian decision-makers.

A First-Principles Investment Process

We don’t follow the herd. Every investment decision at Chanakya Capital flows through three proprietary stages:
STAGE 01

Stock Selection

  • Our focus is on the cash flow of companies, while weaving qualitative aspects of business into discounted cash flow valuation.

Read More..

  • We hunt for differentiated, high-performing businesses, including deep-value turnarounds.
  • We apply strict margin-of-safety discipline.
  • Ground research gives us a 360-degree view of each company.
  • We do not invest until we have observed a company closely for at least two years.
  • Our team has three decades of experience financing over 1,000 Indian firms.
  • The team has observed 100+ turnarounds, giving us an uncommon ability to identify companies shifting orbits before the market notices.
  • Our concentrated portfolio keeps the top 15 positions at around 80% weight.
  • Fund managers invest their own capital alongside clients.
  • Selection of quality stocks with high liquidity supports better liquidity and portfolio execution.
  • Easy liquidity -no exit load
STAGE 02

Market Timing

  • Our proprietary empirical algorithm helps mitigate the challenges of market timing.

Read More..

  • The algorithm reads market cycles, liquidity and sentiment to fine-tune entry and exit points.
  • The process is designed to protect capital in drawdowns and deploy aggressively when odds favour us.
  • It times the market through a proprietary order management framework.
  • It enhances our ability to capitalise on volatility.
  • It supports better pricing by investing gradually rather than in lump sums.
  • The algorithm has stood the test of time in choppy market conditions.
  • This makes it one of Chanakya Capital’s most defensible competitive advantages.
STAGE 03

Portfolio Design & Optimisation

  • We value every stock based on the first principles of quality of ownership and management, 

Read More..

value system and vision, and business model and long-term competitiveness.

  • We apply DCF valuation based on estimates of future cash flows over a very long-term horizon.
  • We never invest in a company that short-charges minority investors or commits financial or governance transgressions.
  • Position sizing, risk management and continuous optimisation help the portfolio compound steadily.
  • Our optimisation is informed by maths applied to past investment data.
  • We continuously refine our investment parameters.
STAGE 04

Tax Planning

  • Stocks are held directly in the investor’s demat account.
  • We structure entries, exits and holding periods with tax efficiency in mind.

Read More..

  • The objective is to help investors keep more of what they earn.
We Don’t —
Chase momentum fads
Compromise on management quality
Over-diversify into mediocrity
Hide behind benchmarks
Read Our Full Investment Philosophy

Grow Your Wealth with Trusted Portfolio Management Experts 

Schedule a free consultation to discuss your financial goals. Our team will review your portfolio and create a tailored investment strategy to help you achieve sustainable long-term growth.

Book a Free Consultation
WhatsApp Us: +91 99305 50052

Who We Serve

Trusted by HNIs, NRIs, FPIs, FIIs and Family Offices Across India and Abroad

HNI Investors

Customised PMS portfolios starting at ₹50 lakh, designed around your tax situation, liquidity needs and legacy goals.

PMS for HNIs

NRI Investors

Seamless onboarding via NRE/NRO routes or our GIFT City AIF in USD. We handle the regulatory complexity; you watch your India allocation compound.

PMS for NRIs

Family Offices & Corporates

Institutional-grade reporting, direct access to fund managers, and bespoke mandates for treasury and inter-generational wealth.

PMS for Family Offices & Corporates

Podcasts Section

CHOOSING A PORTFOLIO MANAGER

Choosing a PMS in India: Six Things to Check — and How Chanakya Measures Up

N
Performance — over time and cycles
A track record built across multiple market cycles, focused on steady long-term compounding rather than short-term spikes.
N
SEBI registration & clean compliance record
Registered since 2018 (INP000006040), zero regulatory actions.
N
Skin in the game
Our founders invest their own capital in the same strategies as clients.
N
Direct fund manager access
You speak to the people managing your money — not a relationship manager reading a script.
N
Aligned fee structures
Performance-linked fee options that mean we win only when you do.
N
Allocation & selection efficiency
Disciplined capital allocation and high-conviction stock selection work together to drive returns — not scattergun diversification.

Chanakya Capital — Beyond Mutual Funds

After three decades leading corporate credit at UTI and Axis Bank — engineering over 130 turnarounds and building one of India’s finest credit franchises — Rajesh Tiwari walked away from a secure, high-flying career to become an entrepreneur.

Today, his portfolio turnover ratio is just 7%. Not because of caution, but conviction: real wealth isn’t made by chasing trends, it’s made by deeply understanding undervalued businesses — their people, their ideas, and their staying power over a decade, not a quarter.

Every management team we back is watched for 10+ years before we invest. Every business is judged not by its P/E ratio, but by the mind, integrity, and ambition of the people running it.

“Factories make money. Investors don’t.” That’s the discipline behind everything we do.

This isn’t a fund. It’s a philosophy.

FAQ

Frequently Asked Questions About Portfolio Management Services

1. What is the minimum investment for Chanakya Capital's managed portfolio service?

The minimum ticket is set by the regulator in the market where the service is offered, and Chanakya Capital accepts portfolios starting at that threshold. In India, that figure is ₹50 lakh (roughly US$60,000). Regulatory minimums can change, so confirm the current amount with the onboarding team before you plan your allocation.

2. Is Chanakya Capital regulated?

Yes. Chanakya Capital operates under the oversight of the Securities and Exchange Board of India (SEBI), the regulator for portfolio managers and alternative funds in India. For global investors, this means your capital is managed within a formal framework of disclosure, reporting, and compliance, not an informal arrangement. You can verify the registration directly on the regulator’s public website.

3. Can overseas investors invest with Chanakya Capital?

Yes. Non-resident Indians and other international investors can take part through approved banking channels or through USD-denominated structures in GIFT City, India’s international financial hub. Both a managed account and a pooled fund are available. The right route depends on your country of residence and how you fund the investment, and the onboarding team can guide you to the simplest one.

4. How is a managed portfolio different from a mutual fund?

A mutual fund pools money from thousands of investors into one standard portfolio. A managed portfolio is built for you, with the securities held in your own account, full visibility into every holding and trade, and a manager you can speak to directly. The trade-off is a higher minimum ticket, which is why it suits investors with larger amounts to allocate.

5. What returns can I expect?

No one can promise returns, and any provider that does should be treated with caution. Equity portfolios go up and down, and a concentrated strategy can move more sharply than a broad index in both directions. The better question to ask is how the manager has performed across full market cycles, including the difficult years. Past results are available from the team, but they never guarantee what comes next.

6. How are gains taxed for international investors?

It depends on two things: the structure you choose and where you are tax resident. In a managed account, gains are generally treated as if you had bought the securities yourself. Pooled funds can be taxed differently. Tax is usually deducted at source in the country where the investment is made, and tax treaties between countries may let you claim relief at home. Speak to a cross-border tax advisor before you invest.

7. What investment strategy does Chanakya Capital follow?

A concentrated, research-led approach. Instead of spreading money across dozens of average ideas, the portfolio holds a small number of high-conviction positions, each backed by in-depth research. This approach can reward good decisions more, and it also means each decision matters more. It is built for investors who prefer quality of ideas over quantity.

8. How can I start investing with Chanakya Capital?

The process is simple. You speak with the team to understand which structure fits your goals, complete identity and documentation checks, fund the account through an approved channel, and your portfolio is then built and monitored. Individuals, families, trusts, and companies can all begin this way, and the onboarding team guides you through each step.

9. What is GIFT City investing, and who is it for?

GIFT City is India’s international financial centre, designed so global investors can access Indian markets through USD-denominated structures with simpler cross-border handling. It is a good fit for overseas investors who want to hold and report in US dollars without routing money through the domestic system. Whether it suits you depends on your residency and tax position, so check with your advisor.

10. Does Chanakya Capital manage portfolios directly, or through a relationship manager?

Your portfolio is managed by the investment team, and you also get direct access to them. A relationship contact handles reporting and day-to-day service, but questions on strategy, positioning, or performance can go to the people actually making the decisions, not through layers of intermediaries.

11. Who should consider Chanakya Capital's managed portfolio service?

It suits investors who meet the minimum ticket, have a long-term horizon, and are comfortable with the ups and downs of a concentrated equity portfolio. That includes high-net-worth individuals, overseas investors seeking exposure to India, family offices, and corporates. It is less suitable for anyone who needs guaranteed returns or easy access to money in the short term.

Start Your Wealth Creation Journey with One of India’s Most Disciplined Portfolio Managers

Book a no-obligation consultation with our fund management team. We’ll review your current portfolio, understand your goals, and show you exactly how we’d manage your money.
Schedule a Call
WhatsApp Us: +91 99305 50052
Call Now Button