For clients
Client Login
Sign in to see your statements and documents. Moneybee sets up each account.
PortfolioManagement Services
Moneybee PMS is focused on long-term investment in Indian equities, with a strong focus on small and mid-cap companies.
Performance
PMS Performance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
As of 31 July 2026
1 Year
S&P BSE 500 TRI +1.95%
-7.45%
3 Years
S&P BSE 500 TRI +10.67%
+13.96%
5 Years
S&P BSE 500 TRI +11.01%
+19.79%
Since Inception
S&P BSE 500 TRI +9.90%
+19.44%
Returns in %. Periods above 1 year are CAGR.
Returns over 1 year period are calculated using a Time Weighted Rate of Return (TWRR) method, returns are adjusted for inflows/ outflows and are after expenses as of 31 July 2026. Please note that the performance of an individual portfolio may vary from that of other investors and that generated by the Investment Approach across all investors because of timing of inflows and outflows of funds or difference in the portfolio composition because of restrictions and other constraints. Performance-related information provided herein is not verified by the regulator. Past performance may or may not be sustained in the future. Past performance does not guarantee future performance.
Why Moneybee
Why Moneybee PMS?
The approach is research-driven, sector-agnostic and based on understanding businesses, management quality, valuations and risk.
Fundamental research
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Small and mid-cap focus
Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Concentrated portfolio
Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris.
Quality management
Duis aute irure dolor in reprehenderit in voluptate velit esse.
Long-term investment approach
Excepteur sint occaecat cupidatat non proident, sunt in culpa.
Risk-reward based decisions
Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit.
Focus on overlooked opportunities
Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet.
Fundamental research
Small and mid-cap focus
Concentrated portfolio
Quality management
Long-term investment approach
Risk-reward based decisions
Focus on overlooked opportunities
Our philosophy
Investment Philosophy
Undiscovered
Under-researched
Under-estimated
Fundamental-driven research
Understanding management leadership and capital allocation
Long-term value creation
Risk-reward analysis and margin of safety
Focus on consistent performance while protecting downside
Stock selection
Stock Selection
Screen
Start with a large universe of companies using financial information, screeners, reports, news flow and team experience.
Shortlist
Review management quality, fundamentals, external events and timing.
Analyse
Conduct management meetings, plant visits, competitive analysis, peer comparison and financial modelling.
Decision Making
Review liquidity, sector exposure, macro trends, valuation and risk-reward.
Portfolio Approach
Maximum sector allocation of 30%.
Concentrated portfolio of approximately 15 to 20 high-conviction stocks.
Risk management
Risk Management
Liquidity risk
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Valuation risk
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Market risk
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Concentration risk
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Enquiry
Get Started
Questions about Moneybee, the PMS or the AIF. Choose the topic on the form and the team gets back to you.