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Sanctum PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: At IME, we strongly believe that a PMS provider needs to come with a strong investment background. Wealth management-driven PMS's (like Sanctum PMS) can often achieve scale based on their in-house distribution strengths, but this does not make them an attractive investment option for PMS investors.

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 (380cr) | Promoter Category ()

PMS Background

Sanctum PMS is part of the Sanctum Wealth Management Group (created through the acquisition of Royal Bank of Scotland’s Private Banking business in 2016, by their senior leadership). While Sanctum has a strong wealth management practice, their investments skills are relatively nascent and unknown.

PMS Investment Philosophy

Sanctum PMS does not have a clearly defined investment philosophy at the PMS level, with strategies being driven at a scheme level instead.

Inv Team

Investment Team

Hemang Kapasi | 3-star rated FM

Fund Manager | 19 yrs Experience | 7 yrs at current firm

Past Experience: Canara Robeco (FM), ICICI Bank (Treasury)

Prior to joining Sanctum, Hemang worked at Canara Robeco for 9 years (3 years as a FM and 6 years as a Research Analyst). Before Canara Robeco, Hemang worked in the treasury department of ICICI Bank.

Salvin Shah | 2-star rated FM

Fund Manager | 12 yrs Experience | 6 yrs at current firm

Past Experience: Athena Capital (FM), Edelweiss (Analyst)

Salvin has 8 years of equity experience, having worked as a FM at Athena Investments and a Research Analyst at Edelweiss. Prior to joining the investments industry, Salvin worked as an associate in CA firms.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Sanctum Indian Olympians Large Cap GARP 27.9 11.1 14.8 13.2
Sanctum Indian Titans Large & Midcap GARP 27.6 12.7 19.1 16.1

Returns as of 30-Sep-24.

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