Portfolio Management Services in India for
Long-Term Wealth Creation
family offices grow their wealth through disciplined, first-principles equity investing — backed by a core team
with 35+ years of market experience.
SEBI Registered PMS
35+ Years Combined Experience
GIFT City AIF Approved
Proprietary Market-Timing Algorithm
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 ?
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
What We Offer
Our Wealth Management Offerings
Portfolio Management Services (PMS)
GIFT City Gateway
Our Approach
Is the Indian Stock Market Priced Attractively?
Our View on Current Market Pricing
Why We Believe India Can Create Significant Wealth
A First-Principles Investment Process
Stock Selection
- Our focus is on the cash flow of companies, while weaving qualitative aspects of business into discounted cash flow valuation.
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- 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
Market Timing
- Our proprietary empirical algorithm helps mitigate the challenges of market timing.
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- 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.
Portfolio Design & Optimisation
- We value every stock based on the first principles of quality of ownership and management,
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- 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.
Tax Planning
- Stocks are held directly in the investor’s demat account.
- We structure entries, exits and holding periods with tax efficiency in mind.
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- The objective is to help investors keep more of what they earn.
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.
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.
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.
Family Offices & Corporates
Institutional-grade reporting, direct access to fund managers, and bespoke mandates for treasury and inter-generational wealth.
CHOOSING A PORTFOLIO MANAGER
Choosing a PMS in India: Six Things to Check — and How Chanakya Measures Up
FAQ
Frequently Asked Questions About Portfolio Management Services
What is the minimum investment for Chanakya Capital's PMS?
As per SEBI regulations, the minimum investment in any PMS in India is ₹50 lakh. Chanakya Capital accepts portfolios starting at this threshold.
Is Chanakya Capital SEBI registered?
Yes. Chanakya Capital Services Pvt. Ltd. is a SEBI-registered portfolio manager, Registration No. INP000006040.
Can NRIs invest in Chanakya Capital's PMS or AIF?
Yes. NRIs can invest through NRE/NRO accounts, or via our GIFT City-approved Category III AIF, which allows USD-denominated investing with simplified repatriation.
How is PMS different from mutual funds?
In a PMS, stocks are held directly in your name in your own demat account, portfolios are customised, and the manager runs concentrated positions. Mutual funds pool money into standardised, widely diversified schemes. PMS suits investors with ₹50 lakh+ seeking personalisation.
What returns can I expect from a PMS in India?
Returns vary by strategy and market cycle, and SEBI prohibits guaranteed-return claims. We share actual, fee-adjusted performance data with prospective investors during the consultation process.
How are PMS investments taxed in India?
Since stocks sit in your own demat account, taxation mirrors direct equity: 12.5% LTCG beyond ₹1.25 lakh (holdings >12 months) and 20% STCG. Consult your tax advisor for your specific situation.
What investment strategy does Chanakya Capital follow?
Chanakya Capital runs a concentrated, first-principles equity strategy — typically 15–25 high-conviction stocks with the top positions carrying most of the weight. Selection combines deep fundamental research with a proprietary market-timing framework. You can read the details on our investment philosophy page or explore our portfolio management services.
How can I start investing with Chanakya Capital?
You can begin by booking a no-obligation consultation with our fund management team, who will review your goals and portfolio and walk you through onboarding. Get in touch via our contact page to schedule a call.
What is GIFT City investing and who is it for?
GIFT City investing lets NRIs and offshore investors access Indian equities in USD, with simplified taxation and repatriation, through our GIFT City-approved Category III AIF. Learn more on our GIFT City investing page, or see our dedicated PMS for NRIs offering.
Does Chanakya Capital manage portfolios directly, or through a relationship manager?
Our investors speak directly with the people managing their money. Founders invest their own capital alongside clients in the same strategies, and reporting is institutional-grade. See how our portfolio management services are structured.
Who should consider Chanakya Capital’s PMS?
Our PMS suits HNIs, NRIs, family offices and corporates with ₹50 lakh or more who want customised, concentrated equity portfolios rather than standardised pooled products. Review our investment philosophy or schedule a consultation to see if it fits your goals.