Home / About Us
ABOUT HELIOS MUTUAL FUND
Helios Group Companies
Helios Capital Asset Management (India) Pvt. Ltd. (“Helios India”) is an asset management company, headquartered in Mumbai. Helios India is licensed by the Securities & Exchange Board of India (SEBI) to offer Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), and it also acts as an Investment Manager to the Schemes of Helios Mutual Fund.
Our parent, Helios Capital Management Pte. Ltd. (“Helios Singapore”), is an India focused Singapore based asset management company. Helios Singapore holds a Capital Markets Services License from the Monetary Authority of Singapore and is registered as a Foreign Portfolio Investor with the Securities and Exchange Board of India. Helios Singapore is the Sponsor of the Helios Mutual Fund.
Founded in 2005, serving an expanding investor pool
Helios (the Helios group companies referred to collectively) was founded in 2005 by Samir Arora, Group CIO and Portfolio Manager of Helios Strategic Fund since its inception in 2005. Our other co-founders are Dave Williams, former Chairman and Chief Executive Officer of Alliance Capital Management, New York over 1977 to 1999, and Karan Trehan, who served as President & CEO of Alliance Capital International from 1990 to 2000. The three co-founders are pioneers in the Indian asset management industry, having jointly set up one of India’s first private sector AMCs in 1994, Alliance Capital Asset Management India Pvt. Ltd.
At Helios we have, in a methodical and planned manner, pushed on over the years to invest in our teams, systems, and processes. In early 2020, we started expanding our footprint by entering the fund management business onshore in India under PMS/AIF regulations (we have had our research team located in India since our inception in 2005). We took a second major step in that direction, when, in August 2023, we received approval from the Indian capital markets regulator, SEBI, for a Mutual Fund licence.
With the launch of our onshore India mutual fund business we endeavour to further diversify our investor base, which we believe will make the business even more resilient whilst providing a vibrant pathway for learning and growth for our expanding investment and non-investment teams, the vast majority of which today are located in India.
Experience, cohesive team and culture of "can-do"
As we expand to serve different investor pools, it is important to note that our investment philosophy, research framework, the entire research team and research input continue to remain common across our offshore, onshore PMS/AIF and onshore mutual fund investor pools. All of our clients are a priority for us, and we would hope to grow in a balanced manner across the three broad investor segments.
We believe we have one of the longest track records as a fund manager in Indian equities – each of our seniors, led by Founder and Group CIO Samir Arora, have over 25 years of investing and research experience. Uniquely, we believe we are one of the most experienced India fund managers with short side investing experience, with over 18 years of formal track record in shorting stocks. Our experience and proven success in shorting equities provides us with an advantage in discerning good stocks from bad stocks, that is not usually available for investors with a less holistic approach to investing.
At Helios we pride ourselves on our culture. We launched in 2005 with four employees, and all four are still with Helios, reflecting the strength of our shared value system and ideologies. Helios today employs over 50 employees, predominantly across our two main offices in Singapore and Mumbai, all sharing in our unique culture and its “can-do” spirit, alongside the high standards of conduct that we aspire to live up to.
The team at Helios is bound together by our shared belief that India is a great equity market, fated to achieve even greater heights, and that with hard work, intellectual honesty, and Helios’ time tested investment philosophy, we can deliver competitive returns for our investors, whilst holding ourselves to the highest standards of conduct.
Our philosophy towards our investors is simple:
Giving @ Helios
Samir Arora is a founder of Ashoka University, India. His gift is being used to grant scholarships each year to a few students attending Ashoka. Samir has also funded a bursary at Singapore University of Technology and Design. This bursary award provides financial assistance to one deserving undergraduate studying at SUTD each year. On a regular basis, Samir & Helios Capital also support various organizations like Singapore Children’s Society, SPD (serving people with disabilities) and BMDP.
Our Singapore based parent, Helios Capital Management Pte. Ltd, has donated 100% of the funds received from the Singapore government under the “Jobs Support Scheme” (in response to covid19) to Singapore based organizations such as Community Chest (The Courage Fund), Singapore Children’s Society and SPD which are working to alleviate the negative impact of current crisis on vulnerable groups.
Over and above making regular financial donations, some of our team members also do voluntary work in the field of sports and fund raising for worthy charitable organizations.