INVITATION  ·  23 OCT 2026  ·  5:00 – 6:30 PM IST

The 3 Ws
of Wealth
Creation.

Why, When & Which
Portfolio Manager?

A focused 90-minute investor masterclass for HNI investors with ₹50 Lakhs+ investable corpus.

RESERVE MY SEAT
Hosted by Vishal Shah Director, Care Portfolio Managers
Vishal Shah, Director, Care Portfolio Managers
WHY INVESTORS TRUST CARE PMS

₹1 Crore invested in 2011 grew to

₹16 Crore

by August 2026

Care PMS Growth Plus Value Strategy · Since inception (July 2011)

Returns are annualized based on TWRR. Data is not verified by SEBI. Past performance is not indicative of future returns.

₹1,100+ Cr

Assets under management

800+

HNI investors & NRIs

15+ Years

SEBI-registered since 2011

MASTERCLASS AGENDA

In 90 minutes,
you'll walk away with:

Five decisions every HNI investor faces — and a framework for each.

1

The 4 stages of

an investor's journey

How your approach to money evolves from saving to consolidation and long-term wealth management.

→
2

Why you may need

a Portfolio Manager

When a structured, professionally managed approach becomes relevant as wealth and complexity increase.

→
3

When to bring in

a Portfolio Manager

The stage in your journey where professional management better supports long-term wealth creation.

→
4

Which Portfolio Manager

is right for you

How to look beyond returns — philosophy, portfolio construction, horizon, cycles, and alignment of interests.

→
5
THE PAYOFF

What long-term portfolio management looks like in practice.

Focused portfolio construction, early opportunity identification, and consistency through different market environments.

Vishal Shah
MEET YOUR SPEAKER

Vishal Shah

Director, Care Portfolio Managers

  • CHARTERED ACCOUNTANT 20+ years of experience in Indian equity markets
  • KEY PARTNER AT CARE PMS Heads Business & Product — shaping investor solutions
  • CLIENT-INVESTMENT PARTNER Bridges investors and the investment team for clarity throughout the journey
BACKED BY OUR CIO

Jayant Mamania · 30+ years in equity research

Chief Investment Officer, Care Portfolio Managers

WHAT OUR CLIENTS SAY

Trusted by 800+ HNI investors

"

I am pleased with the returns on my investment and find comfort in regular communication through the website and quarterly webinars. Promoters are easily accessible for queries and views on the market.

Mr. Mathew Eipe Ex. Godrej Group Investor since 2014
"

Care PMS has a deep knowledge and study of the Indian financial markets to build power-pack portfolios. They have lived up to their motto of 'Empowering People by Creating Wealth'.

Mr. Niranjan Govindekar Associate Director, PwC
"

Care PMS has provided outstanding returns for my investments. The team is very professional and prudent in its investment approach, which encourages me to invest more.

ABOUT CARE PMS

A boutique SEBI-registered
Portfolio Manager since 2011.

GROWTH PLUS VALUE STRATEGY Since July 2011

Flagship strategy. Invests across market caps with a focus on valuation. Concentrated portfolio of 18–20 high-conviction ideas.

LARGE & MIDCAP STRATEGY Since June 2020

Invests in 18–20 businesses from top 250 listed companies with strong balance sheets and durable models built to compound.

RESERVE YOUR ACCESS

Register on Zoom
to secure your seat.

Fill in your details to reserve your seat. You'll receive a confirmation email with the Zoom link.

Would you like a complimentary portfolio review by our investment team? Available for portfolios of ₹30 Lakhs and above

By registering you agree to be contacted by Care PMS about this session.

ABOUT THIS MASTERCLASS

Who this is for, and why to attend.

Who is this masterclass designed for?

Investors with ₹50 Lakhs+ investable corpus who are evaluating a professionally managed equity portfolio approach.

What will you take away?

A clear framework to evaluate any Portfolio Manager — beyond headline returns — and where PMS fits your wealth journey.

Why attend now?

As portfolios cross ₹50L, the decision to bring in a Portfolio Manager becomes urgent. This session sharpens that decision.

Live interaction & recording

Live Q&A with Vishal Shah during the session. Registered attendees receive the recording afterwards.