Two Decades of Doing it Right

A boutique investment firm focused on disciplined, bottom-up stock selection

$28.90M
Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
Who We Are

About Karma Capital

About Karma Capital

Specialized

A boutique firm, distinct from the financial supermarket model. The mandate is strictly focused on actively managed Indian equities, utilizing deep fundamental research to identify companies.

Independent

Established in 2005, the firm remains employee-owned and founder-led. This ensures interests are fully aligned with the investor – free from external pressure and driven purely by investment discipline.

Global Reach

While headquartered in Mumbai, the firm’s conviction travels globally. Karma Capital currently manages INR 7,285 Crores (USD 820 Million) for clients across India and international markets.

Who We Are

About Karma Capital

About Karma Capital

Specialized: A boutique firm, distinct from the financial supermarket model. The mandate is strictly focused on actively managed Indian equities, utilizing deep fundamental research to identify companies.

Independent: Established in 2005, the firm remains employee-owned and founder-led. This ensures interests are fully aligned with the investor – free from external pressure and driven purely by investment discipline.

Global Reach: While headquartered in Mumbai, the firm’s conviction travels globally. Karma Capital currently manages INR 7,285 Crores (USD 820 Million) for clients across India and international markets.

Who We Are

Firm Overview

A specialist investment boutique overseeing approximately INR 7,285 Crores in assets. The firm is dedicated exclusively to listed Indian equities, operating on a foundation of rigorous independence.

The investment approach is anchored in a disciplined, bottom – up philosophy – prioritizing fundamental research to identify high – quality businesses. By filtering out market noise and focusing on intrinsic value, the firm aims to deliver consistent, long – term capital appreciation across market cycles.

“In the short run, the market is a voting machine but in the long run, it is a weighing machine..”

Decades of Conviction. One Shared Outcome.

A leadership team that combines over 125 years of collective Investment experience with a singular focus on wealth creation.

The Founders (The Investment Core)
The Operator (The Growth Engine)
Investment team
Governance & Compliance
values

We Operate with Unwavering Honesty & Integrity

We offer a deeply personalized approach, providing objective, customized advice, seamless wealth management, and exclusive access to private investments, all designed to help clients reach their goals and build lasting wealth.

Fiduciary

A commitment to acting in your best interest for long-term financial wellbeing.

Integrated

Comprehensive wealth services, tailored solutions, and exclusive alternative investments.

Highly Personalized

A customized approach driven by proactive ideas and strategic problem-solving.

Experienced

A highly dedicated team, supported by our extensive network of trusted professionals,

our history

Here's How We Got Started

1950

The Begining

Our story begins in 1950, when John Doe founded our third-generation financial planning firm.

2004

Acquisition

Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.

2014

Partnership

Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.

2024

Expansion

Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.

Why us

We Always Put Your Interests First

Driven by a relentless focus on “why,” we integrate our services to uncover, design, and deliver the most impactful outcomes for you. Instead of relying on predefined processes, we take a hands-on approach—collaborating closely with your teams to craft practical, end-to-end solutions tailored to your needs.

“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”

John Smith
John Smith

2024 Diversity, Equity, and Inclusion Report

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Independent thinking. Disciplined Process. Team Work.
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