PMS Company
Helios Capital
Own structurally strong 'winners' while actively avoiding weak businesses; flexible across market caps.
- Strategies
- 1
- Fund managers
- 1
- SEBI registration
- Verify on the SEBI Portfolio Managers list
- Official website
- Visit ↗
Overview
Helios Capital runs 1 portfolio management strategy in our database, spanning 1 category (Flexi Cap). Its Helios India Rising Portfolio strategy has a three-year annualised return of +16.00%. Own structurally strong 'winners' while actively avoiding weak businesses; flexible across market caps. All figures are sourced from public disclosures and dated; PMS in India carries a ₹50 lakh minimum and market risk.
Ranked by 3-year CAGR among this company's strategies with at least 3 years of history. Not an investment recommendation.
Samir Arora · Flexi Cap · Benchmark S&P BSE 500 TRI
1Y
+10.25%
3Y CAGR
+16.00%
5Y CAGR
+12.56%
As of 31 August 2026 · Source: PMS AIF World
Fund managers
Strategies
| Strategy | Manager | Category | 1Y | 3Y CAGR | 5Y CAGR | As of |
|---|---|---|---|---|---|---|
| Helios India Rising Portfolio | Samir Arora | Flexi Cap | +10.25% | +16.00% | +12.56% | 31 August 2026 |
Returns ≤1 year are absolute; multi-year returns are annualised (CAGR). Data as of each row's date. Past performance is not indicative of future results.
Frequently asked questions
How many PMS strategies does Helios Capital offer?
We track 1 Helios Capital strategy across Flexi Cap. You can see each one, with returns and the fund manager, in the table on this page.
Which Helios Capital strategy has performed best?
By three-year annualised return in our dataset, Helios India Rising Portfolio leads with +16.00% (as of 31 August 2026). This is a factual ranking of reported returns, not a recommendation — past performance is not indicative of future results.
What is the minimum investment for Helios Capital PMS?
As with every Portfolio Management Service in India, SEBI mandates a minimum investment of ₹50 lakh.
Is Helios Capital PMS registered with SEBI?
Portfolio Managers in India must be registered with SEBI. You can verify Helios Capital's current registration on the official SEBI list of registered Portfolio Managers linked on this page.
Disclosure. Past performance is not indicative of future results. PMS investments are subject to market risks. This information is for research and education only and is not investment advice or a recommendation. Verify current details on Helios Capital's official website and the SEBI list of registered Portfolio Managers.
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