About Portfolio Management Services (PMS)
Capithon Corporate Services Pvt Ltd. offers discretionary Portfolio Management Services (PMS) tailored for high-net-worth individuals (HNIs) and institutional investors seeking professional and personalized wealth management solutions. Our PMS strategies are primarily focused on listed Indian equities, carefully selected through a disciplined, research-driven investment process.
We follow a stock-selection-based philosophy, backed by our in-house research expertise, to identify businesses with strong fundamentals, sustainable growth prospects, and long-term value creation potential. Each portfolio is designed and managed with a focus on balancing risk and return, while aligning with the specific investment objectives of our clients.
Through our discretionary PMS offering, investors benefit from active portfolio management, deep market insights, and robust research capabilities, enabling them to participate in India’s growth story while pursuing consistent wealth creation over the long term.
Alternative Investment Funds (AIF)
Capithon Corporate Services Pvt Ltd. acts as the Investment Manager to SEBI-registered Category III Alternative Investment Funds (AIFs) and has successfully launched schemes under this platform. These funds are designed for sophisticated investors seeking differentiated strategies and exposure to Indian capital markets.
We are about to launch our flagship Accor Growth Fund under the Category III AIF structure. The fund is focused on generating long-term capital appreciation by investing primarily in Indian equities, leveraging our strong research capabilities and disciplined investment framework. Since inception, the fund has attracted commitments from both domestic and offshore investors, reflecting confidence in our investment philosophy and execution.
Our Category III AIF strategies are driven by a performance-first culture, supported by our India-based research team, a stock-selection-driven philosophy, a disciplined analytical process, and a balanced portfolio construction framework. Through these, we aim to deliver sustainable wealth creation and tangible results for our investors.
Investment Advisory
At Capithon Corporate Services Pvt Ltd. we understand the complex financial needs of Ultra-High Net Worth Individuals (UHNIs), families, and corporates, and offer them specialized products and services tailored to their unique requirements. Leveraging our group resources and extensive industry network, we design comprehensive wealth management and advisory solutions that enable our clients to achieve both their financial and strategic objectives.
Our offerings are distinguished by customization, superior execution, and a robust investment policy framework. Every solution is backed by rigorous due diligence and a strong focus on identifying future growth opportunities—ensuring sustainable value creation for our clients.
Merchant Banking
Capithon Corporate Services Pvt. Ltd. offers Merchant Banker services including offering a comprehensive suite of services across both equity and debt markets. Our expertise spans capital market services, private placement of bonds, valuations, private equity and venture capital advisory, mergers & acquisitions advisory, ESOP advisory, and corporate/transaction advisory services.
At Capithon, our core objective is value creation for clients, investors, and stakeholders. We provide strategic advice to help businesses raise the right financial resources at the right time and at an optimal cost, tailored to their unique needs, current positioning, and future growth plans—while ensuring full compliance with regulatory and statutory norms. From structuring to execution, we deliver end-to-end guidance and solutions that enhance our clients’ market positioning, strengthen their investor relations, and enable them to successfully achieve their corporate objectives.
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Key Benefits
AIFs are managed by experienced fund managers with expertise in private equity, real estate, or structured strategies, providing investors access to deep due diligence, deal sourcing, and research capabilities.
AIFs offer flexibility with three categories: Category I (SMEs, infra, startups), Category II (private equity, debt, real estate), and Category III (hedge fund–like strategies), along with diverse return structures (fixed, equity-linked, hybrid).
AIFs offer access to asset classes beyond equity and debt—like private equity, venture capital, hedge funds, and real estate—providing exposure to high-growth, niche opportunities unavailable in mutual funds or PMS.
AIFs invest in high-growth or alternative assets and use active strategies like long-short, arbitrage, and special situations to enhance risk-adjusted returns.