Tamohara PMS
Our view on their team, the pedigree, the funds & investment philosophy followed.
IME's Review of Tamohara PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
Upgrade | Upgrade | Upgrade | Upgrade |
AMC View
Tamohara PMS, led by an experienced fund manager, has demonstrated promising performance and consistent execution. While the platform is still building a longer track record, its focus and emerging investment style mean it can now be considered for investment.
AMC Pedigree
Tamohara is a young firm with backing from an experienced fund manager. They have a clear focus on fundamental research but offer a variety of strategies, including core schemes, bespoke portfolios, white-labelled offerings, and smaller non-PMS investment avenues, which may indicate a lack of focus for a small PMS house.
Team Pedigree
Sheetal Malpani is the CIO of Tamohara and leads the PMS platform. He brings over 14 years of investment experience, with prior stints at HDFC Securities, BRICS Securities, and ENAM Securities. He succeeded Sudhanshu Asthana (CIO and co-founder) following Sudhanshu ’s departure in 2021.
Investment Philosophy
Tamohara PMS relies on strong fundamental research to identify attractive investment opportunities, without following a specific investment style.
Investment team
Sheetal Malpani | 3-star rated FM
CIO | 19 yrs Experience | 10 yrs at current firm
Past Experience: HDFC Securities, Brics Securities, and Enam Securities
Sheetal Malpani is the CIO of Tamohara with over 14 years of experience in the Indian capital markets, he has previously worked with reputed firms such as HDFC Securities, Brics Securities, and Enam Securities
Recommended Funds
Experience the benefits of working with a 'research-first' investments firm
Free 15-Day Trial of IME RMS App
Enjoy a complimentary 15-day trial of IME RMS and 3 1-hour consultations with a Senior Private Banker.
Access IME’s central research insights across MFs, PMSs, AIFs, SIFs and global funds, along with personalised support on risk profiling, mandate design, financial planning, and a portfolio review.
Experience the difference a research-first, transparent approach can make to your wealth journey.
