Asset Management

In-depth- Precise- Actionable

Investment Excellence, Beyond the Ordinary

Dolat Group's foray into Asset Management through Alternative Investments and Portfolio Management Services.


Our capabilities are built to provide a spectrum of differentiated products designed to reflect our group's strengths of proprietary strategies and superior tech infrastructure. This helps meet varying client investment objectives across the risk-return spectrum.

Our Clientele

We are equipped to cater to the discerning needs of High-Net-Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNIs), and Family Offices. ensuring a seamless and exclusive experience for every Investor segment.

Our Vision

To consistently deliver actionable ideas through a differentiated and in-depth understanding of business, indicate market trends and strive to highlight critical variables first in the market, all in the pursuit of the benefit of our clients.

Our
Investment Philosophy

Elevating Investment Experiences for the Discerning Investor

Fulfil Investor Mandates

We deploy time-tested proprietary algorithms to develop financial solutions. Our strategies are designed to meet investors’ objectives with risk-adjusted returns and fulfil their mandates.

Unique Edge with Insights

Our deep fundamental understanding, coupled with an edge in derivatives and quantitative research, helps us provide critical insights.

Collaboration for Differentiated Strategies

We work collaboratively towards evolving to craft differentiated strategies that keep us ahead and help investors benefit from the latest innovations.

Our Process

Propelling Sustained Excellence with the Dolat Edge

Fundamental Foundations

Our capabilities are grounded in providing returns that leverage the group’s comprehensive strengths. We combine our expertise as a top-tier research house with advanced derivatives and quantitative technologies to deliver robust and specialized investment solutions.

Technological Edge

Utilising proprietary algorithms, developed with superior tech infrastructure, we can effectively curate and implement proprietary strategies to optimise market dynamics. As a result, we offer our investors not only performance but superior control over their investment outcomes.

Strategic Excellence

Our asset management process stands out due to our proprietary strategies, which focus on intensive research and robust risk management frameworks to optimise outcomes. We leverage our deep domain knowledge to capitalise on lucrative opportunities with precision.

Risk Management Focus

Risk management is integral to our strategy formulation. Our risk management framework is developed with cutting-edge quantitative models and driven by seasoned expertise. It enables us to consistently achieve and surpass investors' expectations with reliable risk-adjusted returns.

Our Service Providers

Nuvama Custodial Services Limited

Address: 801 to 804, Wing A, Building No 3, Inspire BKC, Bandra East, Mumbai 400051

State Bank of India
ICICI Bank Ltd.

KFin Technologies Private Limited

Address: Selenium Building, Tower-B,
Financial District, Nanakramguda,
Serilingampally, Hyderabad,
Telangana, India – 500 032

Vijay Mehta & Co

Chartered Accountants
Address: Office#602, Ashok Heights, Nicholas Wadi Road, Gundavli, Andheri (East), Mumbai – 400 069

Price Waterhouse & Co LLP

Address: Sucheta Bhavan, Gate No. 2, 11-A Vishnu Digamber Marg, New Delhi 110002

IC Universal Legal

Advocates & Solicitors
Address: 209, Hubtown Solaris
Prof. N.S. Phadke Marg, Andheri (East),
Mumbai – 400 069

Our Core Team

Purvag Shah

Managing Director, CIO & Fund Manager

Dinesh Giridhar

MD & CEO - Asset & Wealth Management

Sheetal Kubadia

Director- Head of Products Asset & Wealth Management

Suryanarayanan Saikumar

CEO’s Office Asset & Wealth Management

Subiir Hari

Director - Business Development Dolat Asset Management

Sameer Divekar

Operations & Risk Management Head Dolat Asset Management

Name of AIF Scheme
Particulars
Dolat Absolute Return LLP
Dolat Multi Strategy Long Short LLP
SEBI Registration Number
IN/AIF3/20-21/0832
IN/AIF3/23-24/1346
LLP Identification Number
AAT-4668
ACA-1991
Registered Office Address
A Wing -1203 Naman Midtown, Senapati Bapat Marg Prabhadevi, Mumbai 400013
Category
Open Ended Category III Long short
Investment Manager
Dolat Capital Market Pvt.Ltd
Fund Manager & CIO
Purvag Shah
Name of Compliance Officer & contact details
Arush Chaturvedi; Email id - arushc@dolatcapital.com