Book A Meeting +91 95616 10108 WhatsApp Us

Fund Snapshot

Invest Now

By submitting the form you authorize AIF & PMS Experts India to call or email you.

About Fund Manager

Samir Arora ( Founder )

Helios Capital is a venture capital firm founded and run by Samir Arora. Samir was the Chief Investment Officer of Alliance Capital’s Indian Mutual Fund Business from 1993 to August 2003. From 1998 to 2003, he was the Head of Asian Developing Markets at Alliance Capital Management in Singapore (fund management and research covering nine markets). He managed all of Alliance Capital’s India-dedicated equity funds and all of Alliance Capital’s Asian Emerging Markets mandates. The fund is Dinshaw Irani

We understand what drives your success. We have a full spectrum of banking services that will help you grow business and personal wealth. Build an enduring legacy for the future with our transparent process to curate diverse insights combined with open-source access solutions to meet your goals!

Deviprasad Nair, Head of Business

Deviprasad Nair is Helios Capital’s Head of Business. He is a seasoned financial services industry veteran with over 15 years of experience in Institutional /Retail Sales & Distribution, Direct Sales, and the establishment of significant business units in India’s asset management sector. Prior to joining Helios, Deviprasad was the Sales & Business Development Manager for PMS & AIF at ICICI Prudential Asset Management Company, where he was also in charge of the company’s profit and loss. He has previously worked with Aditya Birla Sun Life Mutual Fund and HSBC Mutual Fund.

In January 2020, the National Institute of Securities Market India (NISM) requested Deviprasad to join the NISM Series XXI-A: PMS Distributors and NISM Series XXI-B: Portfolio Managers Certification Examination Committees, which were constituted in accordance with the SEBI PMS Regulations. Deviprasad has written scholarly articles on the effects of globalisation on emerging markets and the CPEC (China Pakistan Economic Corridor) Project.

He enjoys reading books on money, investment, and psychology, as well as travelling and cooking. Deviprasad holds a Master’s degree in Financial Markets and Investments from Skema Business School in France, as well as an MBA in Marketing from CMRIT in Bangalore.

Investment Philosophy 

While it’s true that good stock selection and portfolio building are required to achieve consistent returns, there is one thing you must first understand: namely, four key questions. These will determine the soundness of your investment strategy for years ahead!

  • What are the stocks to buy?
  • What are the time horizons to look for?
  • How many stocks to buy at a time?
  • When is the appropriate time to sell?

If we talk about triggers, they may produce excellent results. In other words, there’s more optimism about the future from here on out! Stimuli might also be external to company-anticipated government regulations, court rulings or clarity on open matters like M&A – it all depends on what you want your employee engagement strategy to do for you as an organisation.

Sometimes the market is too volatile for us to predict which way a stock will go. That’s why we sometimes use anticipated medium-term triggers (events) as an opportunity to look into equities that may be benefiting from some event in advance of its occurrence, even if it means waiting until after these events happen before completely selling our stocks off them. A venture capital insurance is the best way to be protected from such risks.

Investment Strategy 

If we talk about Investment management, it is a branch of finance that deals with all types and degrees of investments. It can be broken down into three major categories: buying, selling, and managing financial assets such as stocks or bonds.

There are various Business Venture Capital Programs that offer credit to investors in order for them to make equity capital investments.

We’re always searching for companies who have the following qualities:

  • Good vision
  • Presence in their industry
  •  Potential for growth
  • Good corporate governance
  • Clean accounting
  • We also want medium-term positive triggers as well as reasonable valuations.

Unique Feature

There is no time like the present to invest in this organization. You now have the potential to make significant profits from huge, well-established companies with a clear moat and strong earnings! Even though we anticipate strong growth from these stocks for many years to come, we reserve the right to sell them if the values get too high.

The goal behind venture capital financing possibilities is to identify which startups can become important players in their industries by attaining large profit margins with our financial guidance and marketing instead of simply pouring money into businesses in the hope that it would make us rich.

The AMC Helios India Investment Rising PMS bases its actions on three principles:

  • To always collaborate authentically and with great care,
  • To create cycles of success for all involved parties in every transaction they take on,
  • To understand the market and emerging technology and values.

Strong theme/size of the opportunity

Although we are bottom-up investors, we think that bottom-up stop selecting performs best when supported by a strong theme, sector, or favorable “big picture.” We are long-term investors, but doing so demands a solid grasp of the theme (basically, the magnitude of the opportunity) since it enables one to stick onto a company even if it briefly rises in price due to excellent returns.

Long-term does not mean “Buy & Forget.”

We are long-term investors, but we also think that the long term is made up of many shorter durations. This implies that even though we are willing to keep equities for a long time—and in fact, we continually assess them to ensure that our initial theory for purchasing the company is still valid.

In the course of our extensive investing experience, we have learned that owning a stock that performs well over time is different from holding a stock when the market truly challenges your belief as the stock drops significantly or remains flat for several quarters or years. We’ve had a lot of these encounters during our careers, and most of the time, our convictions have paid off.

Easier to know what is worse than to know what is good

Since it is simpler to understand what is terrible than what is good, it is easier to “reject stocks with conviction” than to “hold stocks with conviction.” The knowledge that an investment may be harmful may come from only one negative reason, whereas the knowledge that an investment might be excellent may come from several positive variables. We think that distinguishing between excellent and poor stocks has great value but that doing so between two good stocks has less of a benefit (particularly if they are in different sectors and therefore are driven by different dynamics and cannot be compared directly- though we still try).

Start with “Why Not to Buy”

We ensure that our possible “buy” pool is a carefully curated list of appealing firms by beginning our study with “why not to purchase” a certain stock. We simply insist on thinking about strong and sustainable businesses.

View Product Performance

Uncover Your Investment Potential with Process-Driven Insights

Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.

FAQ's

Call WhatsApp