Sohum Asset Managers

What Sohum Asset Managers does

Sohum Asset Managers Pvt Ltd is a SEBI-registered boutique investment management firm headquartered in Mumbai, India, founded in October 2021 by Mr. Sanjay Parekh. The firm offers three product lines built on a single GARP (Growth at Reasonable Price) investment philosophy: the Sohum India Opportunities Fund, a Category III Alternative Investment Fund; the Sohum India Opportunities Investment Approach, a Portfolio Management Service with a Rs. 50 lakh minimum ticket; and Registered Investment Adviser (RIA) services. All products are long-only Indian equity strategies with at least 70% allocation to large-cap stocks, 10-35% to mid/small-cap, and strict concentration limits (10% maximum per stock), with no use of leverage or derivatives. The firm's underlying "technology" is its research process — fundamental financial analysis combined with ground-level primary research (plant visits, management meetings) and a margin-of-safety discipline — rather than any proprietary software platform.

Sohum generates revenue through management and performance fees on PMS and AIF assets under management, distributed exclusively to high net worth individuals and accredited investors. Distribution is primarily direct, supported by the SEBI-permitted direct onboarding framework (Master Circular dated June 7, 2024) and a PMS investor login hosted on Kotak Bank's Wealth Spectrum platform. The firm does not publish AUM, revenue, or headcount figures; available signals suggest a small, founder-led team with limited early-stage hiring (2-3 intern positions) and no institutional capital backing. Customer acquisition relies on earned media (founder appearances on CNBC TV18, NDTV Profit, ET NOW, CNBC Awaaz), quarterly investor letters, monthly fact sheets, and website content marketing. The firm operates exclusively in India with no global footprint claims.

Name

Sohum Asset Managers

Legal name

Sohum Asset Managers Pvt Ltd

Website

https://sohumamc.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Sohum Asset Managers is a Mumbai-based boutique investment manager founded in 2021, offering SEBI-registered AIF, PMS, and RIA products under a unified GARP long-only Indian equity strategy, serving high net worth and accredited investors.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Portfolio management services
• Alternative investment fund
• Wealth management advisory
• Equity asset management
• Investment advisory services

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure, Others

Revenue model

1. Portfolio Management Services (PMS) Fees: Management and performance fees charged on PMS AUM. Minimum initial investment of Rs.50 lakhs. Registration number INP000008136.
2. AIF (Alternative Investment Fund) Management: Sohum India Opportunities Fund - a Category III AIF. Long-only equity fund with at least 70% in large cap stocks. SEBI registration IN/AIF3/21-22/1009.
3. RIA (Registered Investment Advisor) Services: Investment advisory services for accredited investors with separate investor charter and framework documentation. Principal Officer: Mr. Aditya Vora.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Sohum Asset Managers is a boutique investment management firm offering Portfolio Management Services (PMS), a Category III Alternative Investment Fund (AIF), and Registered Investment Advisor (RIA) services. Its flagship products — the Sohum India Opportunities Fund (AIF) and Sohum India Opportunities Investment Approach (PMS) — follow a GARP (Growth at Reasonable Price) strategy with at least 70% in large-cap Indian equities, a minimum Rs. 50 lakh PMS ticket, and no leverage or derivatives.

Product overview

Sohum Asset Managers operates as a boutique investment management firm offering three distinct product lines: (1) Sohum India Opportunities Fund, an AIF Category III long-only equity fund targeting 70%+ large cap with GARP strategy; (2) Sohum India Opportunities Investment Approach, a PMS product mirroring the AIF fund's strategy with Rs.50 lakh minimum investment; and (3) RIA (Registered Investment Advisor) services for investment advisory. All equity products share the same core GARP investment philosophy focusing on sustainable growth at reasonable valuations, emphasizing ROCE/ROE metrics, with no leverage or derivatives. The firm is SEBI registered (AIF: IN/AIF3/21-22/1009, PMS: INP000008136) and was founded by Mr. Sanjay Parekh in October 2021.

Differentiator

Problem solved

Functional benefit

Brands

• Sohum India Opportunities Fund: Long only AIF fund with at least 70% in large cap stocks, 10%-35% in Mid/Small cap stocks, and up to 10% in unlisted stocks
• Sohum India Opportunities Investment Approach
• RIA (Registered Investment Adviser)

Products and services

• Sohum India Opportunities Fund (AIF) A long-only Category III Alternative Investment Fund (AIF) following the GARP (Growth at Reasonable Price) strategy with at least 70% in large-cap stocks, 10%-35% in mid/small cap stocks, and up to 10% in unlisted stocks. No leverage, no derivatives, no short positions. Maximum 10% concentration in any single stock. Nifty TRI benchmark with 3-month construction period. Aimed at accredited/Category III AIF investors seeking professionally managed Indian equity exposure.
• Sohum India Opportunities Investment Approach (PMS) Portfolio Management Services (PMS) product offering the same GARP strategy as the AIF — at least 70% in large-cap stocks, 10%-35% in mid/small cap stocks, no leverage or derivatives. Minimum initial investment of Rs. 50,00,000 (Rs. 50 lakhs). Direct onboarding available per SEBI Master Circular dated June 7, 2024, with PMS investor access via Kotak Bank Wealth Spectrum platform. Targeted at HNI investors.
• Registered Investment Advisor (RIA) Services SEBI-registered investment advisory services providing personalized investment guidance and recommendations to accredited investors. Operated under a separate investor charter and framework documentation. Principal Officer: Mr. Aditya Vora.

Quantifiable outcome

• At least 70% in Large Cap stocks, 10%-35% in Mid/Small cap stocks for portfolio construction
• +4 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• IIFL Wealth Management: Diversified wealth manager offering PMS, AIF, and advisory products to Indian HNIs and UHNI families. Overlaps in client segment, regulatory wrappers, and discretionary mandate offerings.
• Motilal Oswal Asset Management: Indian AMC known for buy-and-hold equity PMS and focused portfolio strategies targeting HNIs, with an investment style overlap with Sohum's GARP, long-only approach.
• ICICI Prudential Asset Management: One of India's largest AMCs and former employer of Sanjay Parekh. Offers PMS, AIF, and a broad mutual fund lineup; competes with Sohum for the same HNI mandates but with vastly larger distribution.
• Kotak Mahindra Asset Management: Large Indian AMC providing PMS and AIF products and serving as the PMS investor-login technology partner for Sohum via Kotak Wealth Spectrum, indicating product-channel adjacency.
• Nippon Life India Asset Management: Large Indian AMC where the founder previously managed flagship equity strategies including a tax-saver fund with Rs. 11,600 Crs AUM. Broad incumbent competing in PMS and equity fund categories.

Direct peers

• ASK Investment Managers: Boutique Indian wealth and PMS/AIF manager where founder Sanjay Parekh previously served as Head of Investment. Competes directly in the HNI PMS and AIF Category III space with discretionary equity mandates.
• Sundaram Alternates: Alternatives arm of Sundaram Group managing Category II and III AIFs in Indian equities. Comparable in AIF structure, SEBI-regulated wrappers, and HNI distribution focus.
• Alchemy Capital Management: Boutique Indian PMS and AIF manager serving HNI and family-office clients with discretionary equity mandates. Direct comparable in target segment, regulatory structure, and boutique positioning.
• WhiteOak Capital Management: Founder-led boutique asset manager offering PMS, AIF, and mutual fund products focused on Indian equities. Closely comparable in target HNI segment, GARP-style philosophy, and boutique positioning.

Emerging players

• ValueQuest Investment Advisors: Boutique Indian asset manager offering PMS and AIF Category III with a value-leaning equity approach. Comparable in scale, boutique structure, and SEBI-regulated wrappers.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/sohum-asset-managers-private-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sohum Asset Managers