We as PMS

QiCap’s Portfolio Management Services (PMS) are designed to cater to the evolving needs of High Net‑Worth Individuals (HNIs), Family Offices, and Institutional Investors. We combine deep market insight, proprietary quantitative models, and a high‑touch client service approach to deliver risk‑adjusted, long‑term wealth creation.

Why Us?

  • Multi‑Asset Strategies: Navigate multiple market cycles through a curated mix of equity, debt, arbitrage, and derivatives‑based strategies.
  • Customised Portfolios for UHNI Goals: Portfolios aligned to your personal risk appetite, liquidity needs, taxation profile, and long‑term goals.
  • Tech‑Enabled Experience: Real‑time dashboards, portfolio analytics, performance benchmarking, and digital onboarding — all in one platform.
  • Alpha Through Discipline: Our investment decisions are grounded in data‑backed models refined over years of live execution in Indian markets.
  • Regulatory Integrity: We are a SEBI‑registered Portfolio Manager and follow rigorous risk, compliance, and audit protocols.

Our Investment Philosophy

  • Capital Preservation First: Prioritising risk management with every investment decision.
  • Active Yet Disciplined Management: We look for mispriced opportunities and dynamically allocate based on macro trends and valuation frameworks.
  • Conviction‑Driven Allocation: Focused portfolios with limited names — not over‑diversified mutual fund clones.
  • Quant Meets Macro Meets Fundamental: Our proprietary strategies combine signals from multiple dimensions for smarter decision‑making.

Key Information

Minimum Investment: ₹50 Lakhs

Direct-Onboarding: Seamless, digital‑first onboarding with paperless KYC and swift RM coordination

Our Team

Leadership with Pedigree and Purpose

  • Principal Officer

    Qualifications: Partha is a seasoned fund manager with extensive experience in quantitative investing, AI/ML-driven alpha generation, and portfolio management. With a CFA Charter and an MBA from IIM Bangalore, he has led investment teams across top financial institutions, specializing in Emerging Markets and Global Equities.

    Certifications: NISM Series XXI-B

    Experience: Partha has managed US Large-Cap($16Bn) & Emerging-Market($12Bn) funds, built and led the Quantitative Investment Strategies (QIS), India. He possesses strong knowledge of alpha and risk computation models employed by QIS and has built models around several different large textual data sources to get sentiment scores, similarity scores etc.

  • Compliance Officer

    Qualifications: Master of Science in Financial Management

    Certifications: NISM Series III‑A

    Experience: Leads the governance and algo audit functions, ensuring every product and strategy meets regulatory and ethical standards.

Frequently Asked Questions (For HNI Investors)

The minimum regulatory requirement is ₹50 lakhs, and we maintain that threshold. However, for Family Offices and UHNIs with higher allocations, we offer deeper customisation and strategy integration.

PMS portfolios are managed individually, offering flexibility, ownership visibility, and active risk-control. Unlike mutual funds, there’s no NAV dependency or pooled execution — trades are made in your own account, and portfolios are more focused.

Absolutely. We offer bespoke portfolio structures based on client preferences. Whether you want to avoid specific sectors, integrate ESG preferences, or manage tax events — we can align the PMS structure accordingly.

Most of our strategies invest in listed, large- and mid-cap stocks with high liquidity. While PMS is not open-ended like mutual funds, redemptions can be requested with proper notice (typically T+3 to T+6 business days).

You’ll have access to a real-time dashboard, along with monthly portfolio statements, quarterly performance updates, and audited annual tax reports. Your dedicated RM will also walk you through the portfolio each month.

We offer both fixed and performance-linked fee structures, depending on the strategy and investment amount. Fee flexibility increases with higher allocations.

Yes, especially if you hold for longer than 12 months to benefit from long-term capital gains. We also provide tax-optimised rebalancing and portfolio strategies upon request.

Yes, subject to RBI/FEMA guidelines. We facilitate NRE/NRO account coordination and handle all reporting needs for offshore investors.

Risk is managed through dynamic position sizing, sector exposure limits, liquidity screens, and proprietary hedging models where applicable. Our internal risk framework is reviewed regularly by the Investment Committee.

Yes. As an HNI client, you will have access to your Portfolio Manager and Chief Investment Officer during quarterly reviews or on request.

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Contact Details

QiCap Management Private Limited
Unit No.503 to 504A, X-Change Plaza,
Block 53, Road 5E, Zone-5, Gift City,
Gandhi Nagar, Gujarat, India, 382050.
Email: pms@qi-cap.com
Phone: +91‑8799539901

Let’s Talk

Investing in QiCap PMS is more than capital deployment — it’s a strategic wealth partnership.

  • Email: pms@qi-cap.com
  • Call: +91‑8799539901
  • Web: qicapmanagement.com/pms
  • Address: Unit No.503 to 504A, X-Change Plaza, Block 53, Road 5E, Zone-5, Gift City, Gandhi Nagar, Gujarat, India, 382050.

For Grievance Related Queries

Email: grievance.pms@qi-cap.com
Call: +91‑8799539901