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Helios Mutual Fund

Helios Capital Asset Management (India) Pvt. Ltd. is a company licensed by SEBI that offers Portfolio Management services. The parent company of Helios Capital Asset Management India is a Singapore-based Helios Capital Management Pvt Ltd that holds a Capital Markets Services License from the Monetary Authority of Singapore. Helios Capital Asset Management (India) Pvt. Ltd. was incorporated in 2021, and it manages both India-based funds and globally focused funds. 

The founders of the company are Dave Williams, Karen Trehan, and Samir Arora. The flagship investment product of the company is - Helios India Rising PMS & Helios India Rising Fund.



Key Information

Mutual Fund Name
Helios Mutual Fund
AMC Setup Date
10 August, 2023
AMC Incorporatin Date
21 May, 2021
Sponsor Name
  • Helios Capital Management Pte. Limited
  • Singapore
Trustee Organization
Helios Trustee Private Limited
Name of Trustees
  • Dr. J N Mukhopadhyaya
  • Dr. K P Krishnan
  • Mr. Naval Gupta
  • and Mr. Sanjeev Aga
CIO
Mr. Alok Bahl
MD and CEO
Dinshaw Irani
Compliance Officer
Mr. Abhinav Khemani
Investor Service Officer
Mr. Vilas Solanki
Total AUM (as of end of last quarter)
1,350.49 Cr


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