Fort Capital Investment Advisory Pvt Ltd

AUM₹ 189.58 Cr

(As on Oct, 2025)

No. of schemes2

About Fort Capital Investment Advisory Pvt Ltd

Fort Capital Investment Advisory Pvt Ltd manages assets worth Rs 189.58 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Small Cap schemes.

PORTFOLIO MANAGERS

Ishan Thakkar

Schemes managed 2
Total AUM Undisclosed
Highest return in 1 year +13.55 %

Profile

Mr. Ishan Thakkar is an astute professional with an MBA in Finance, and over 6 years of expertise in the dynamic equity market. Since joining Fort Capital in 2018, he has been instrumental in steering the pre-investment process and adroitly managing the active investments within our portfolio companies. Ishan’s forte lies in unearthing lucrative opportunities by employing a meticulous bottom-up approach to stock selection. Ishan’s rigorous screening process, tracks management commentary against delivered performance for at least 6-8 quarters before investment. This rigor has led to sustained outperformance against benchmark indices.

Parag Thakkar

Schemes managed 1
Total AUM Undisclosed
Highest return in 1 year +13.55 %

Profile

Mr. Thakkar has over 20 years of diversified experience in fund management and institutional equities. He is one of the most celebrated fund managers in the industry having managed funds at ICICI PRUDENTIAL MF and Anvil Wealth Management. During his entire tenure as a fund manager, he has consistently delivered 5-6% alpha over the benchmark. Mr. Thakkar has also been awarded for his outstanding performance by Mr. S. Naren, the CIO of ICICI Prudential MF. At ICICI PRUDENTIAL MF, where he worked for more than 5 years, he headed the PMS and also worked as a senior fund manager with the mutual fund. He was instrumental in conceiving and launching the PIPE and Contra Funds, which today are the most popular funds amongst investors. At Anvil Wealth Management, he managed PMS, AIF and investment for Norges fund. Norges is one of the world's largest sovereign funds with AUM of $1.7 trillion. Mr. Thakkar’s investment philosophy focuses on acquiring quality businesses at a reasonable price, ensuring capital preservation while seeking alpha generation.