Philip PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Phillip Capital PMS is one of the many businesses of Phillip Capital India. We prefer standalone focused PMS providers, as compared to PMS providers that are parts of a larger group. With the PMS business yet to scale, a relatively inexperienced investments team and the lack of a clearly defined investment philosophy, we do not recommend Phillip Capital PMS for investments.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (257cr) | Promoter Category ()

PMS Background

Phillip Capital PMS is part of the Phillip Capital Group (a leading Asian financial services group managing close to $50 bn in AUM).

PMS Investment Philosophy

Phillip Capital PMS does not have an articulated investment style, with strategies driven more at a scheme level.

Inv Team

Investment Team

Nishit Shah | 2-star rated FM

Fund Manager & Principal Officer | 20 yrs Experience | 8 yrs at current firm

Past Experience: AVP Institutional Sales (AMSEC), AVP Institutional Sales (Sushil Financial Services Pvt Ltd), Manager (Motilal Oswal Securities Ltd), Assistant Manager (Sushil Financial Services Pvt Ltd)

Nishit Shah’s 17 years of experience is filled with product development, strategy, and equity research. He has been successful in identifying themes and stocks that have turn multi-bagger, however Nishit has only focussed on fund management in the past 5 years.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 31-May-24.

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