Drchoksey Finserv Private Limited • PMS
DRChoksey Alpha Invest is a portfolio management service (PMS) strategy run by Drchoksey Finserv Private Limited, launched on 21 Mar 2007. As of 30 Sep 2026, it manages ₹34.38 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -8.18% over 1 year, +3.22% over 3 years and +3.98% over 5 years (+4.71% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 2.84 percentage points behind of its benchmark. Its 3-year return ranks 198th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Vaishali Pitale.
Ranked nearby on 3-year return: Chanakya Wealth Creation Plan (+3.52%), JPMS Indias Front Runners Fund (+3.47%), Lighthouse (+3.03%), Structured Product Series I (+2.73%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -7.05% |
| 3 Months | -0.66% |
| 1 Year | -8.18% |
| 3 Years | +3.22% |
| 5 Years | +3.98% |
| Since Inception | +4.71% |
| management fee | Fixed Fees: Fess 2% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callDRChoksey Alpha Invest has a 1-year return of -8.18%, a 3-year return of +3.22%, a 5-year return of +3.98% and +4.71% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, DRChoksey Alpha Invest returned +3.98% against +6.37% for the Nifty 50 TRI, 2.39 percentage points behind. Over 3 years it returned +3.22% against +6.06%; Over 1 year it returned -8.18% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, DRChoksey Alpha Invest's 3-year return of +3.22% ranks 198th as of 30 Sep 2026.
DRChoksey Alpha Invest is managed by Vaishali Pitale at Drchoksey Finserv. The strategy manages ₹34.38 Cr of client assets as of 30 Sep 2026.
DRChoksey Alpha Invest manages ₹34.38 Cr of client assets as of 30 Sep 2026.
The fee structure for DRChoksey Alpha Invest includes: management fee: Fixed Fees: Fess 2%.
The minimum investment for DRChoksey Alpha Invest is ₹50 Lakhs.
DRChoksey Alpha Invest was launched on 21 Mar 2007. It has a 19-year track record.
Description
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