Helios Capital
Helios Capital Management India LLP (“Helios India”) is authorized by the Securities & Exchange Board of India (SEBI) to provide Portfolio Management Services (PMS), with its flagship offering being the Helios India Rising PMS.
Helios India is a subsidiary of Helios Capital Management Pte. Ltd. (“Helios”) based in Singapore. Helios holds a Capital Markets Services License from the Monetary Authority of Singapore and is registered as a Foreign Portfolio Investor with SEBI. Established in 2005, Helios manages a range of funds including India-focused long/short and long-only funds, as well as a globally-focused long-only fund.
The founders of Helios—Dave Williams, Karan Trehan, and Samir Arora—bring significant experience in asset management. They were instrumental in founding one of India’s first private sector AMCs in 1994. Samir Arora, in particular, is renowned for his extensive track record in Indian fund management, with over 26 years on the long side and 15 years on the short side. The senior teams at Helios and Helios India have collaborated closely for over a decade and plan to continue their long-term partnership.
PMS AUM
₹ 1346.94 Crores
No. of PMS Strategies:
1
Available AIFs:
On Subscription
Data as of :
30th June 2024
PMS Strategies and Performance Data
| PMS Provider Name | IA Name | AUM (in INR Cr.) | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years |
|---|---|---|---|---|---|---|---|---|
| Helios Capital Asset Management (India) Pvt. Ltd | Helios India Rising Portfolio | ₹1346.94 | 5.75% | 11.68% | 18.39% | 42.07% | 19.43% | NA |
*Upto 1 Year Returns are absolute, over 1 year are CAGR.
Key Personnel
Mr. Samir Arora
Founder and Group CIO
Samir Arora is the Founder, Group CIO, and Fund Manager at Helios Capital, with nearly 30 years of investment experience.
He previously led Asian Emerging Markets at Alliance Capital in Singapore (1998-2003) and managed their Indian mutual fund business and equity funds from 1993 to 2003. Samir initially joined Alliance Capital in New York and moved to Mumbai in 1993 to start the firm's Indian mutual fund operations.
Under his management, Alliance Capital’s India-focused funds won over 15 awards, including a AAA rating from Standard & Poor’s Micropal and the top equity investor rank by The Asset magazine in 2002.
At Helios, the Helios Strategic Fund has won multiple Best India Fund Awards and received the AsiaHedge Award in 2018. It is also nominated for the With Intelligence HFM Asian Performance Awards 2023.
Samir holds degrees from the Indian Institute of Technology, Delhi, IIM Calcutta, and Wharton School, University of Pennsylvania. He is also a philanthropist, co-founding Ashoka University and funding a bursary at the Singapore University of Technology and Design.
Mr. Dinshaw Irani
CEO & Associate Director
(Board of Helios AMC)
Dinshaw Irani is the Director & CEO of Helios Capital Asset Management (India) Pvt. Ltd. with 31 years of experience in the industry. Before joining Helios, he spent over 14 years as Executive Director at Artemis Advisors, where he led the research process for Helios Singapore. He also served as Principal Portfolio Manager at Sharekhan, setting up their portfolio management services division, and as Vice President at Alliance Capital, focusing on the consumer and pharmaceutical sectors.
Dinshaw's earlier roles include positions at Sun F&C Mutual Fund and Lloyd Securities. He holds a Commerce (Hons.) degree and a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand.
Helios Capital has a team of Multiple Fund Managers, Research Analysts, and in Strategy and Operations. For more Information, feel free to contact us.