Fund the next version of the india.

We find promising small companies, and invest only after meeting their management and visiting their plants.

Years of experience of the founder
45+
PMS since
Aug 2007
A year since 2007, against 9.90% for the S&P BSE 500 TRI
19.44%
The Indian companies we focus on
Small & mid

Performance

Compounding is the magic that turns small, regular investments into substantial wealth

Rs. 10 Lakh put into Moneybee PMS in August 2007 was worth Rs. 2.885 Crore by July 2026. The same amount in the S&P BSE 500 TRI grew to Rs. 59.7 Lakh.

Rs. 59.7 LakhS&P BSE 500 TRIRs. 2.885 CroreMoneybee PMS


Why our returns are so high
Recognition

Ranked among India’s top-performing portfolio managers by PMS Bazaar

3rd

5-year returns

6th

3-year returns

6th

1-year returns
PMS BazaarAs on 31 Dec 2024

Past performance does not guarantee future performance.

Why small caps

If India has to grow by 7-8% yoy for the next 20 years. There will be small & medium companies that will grow by 25-30% yoy. We look for these companies and stay invested with them
Mr. Dhiren Shah, Managing Director
Mr. Dhiren Shah, Managing DirectorFounder, Moneybee

Get Started

022-4030 2080info@moneybee.in

Write to us
Product related queries
marketingaif@moneybee.in
Investor grievance
grievanceaif@moneybee.in
Visit us

Moneybee Securities Pvt Ltd
303, Tower A, Peninsula Business Park,
G.K. Marg, Lower Parel, Mumbai 400013

022-4030 2080+91 98672 90143

Mumbai--:-- IST

Portfolio Management Services INP000001959Alternative Investment Fund IN/AIF3/24-25/1709

Investments in securities are subject to market risk, including the loss of principal. Read all related documents carefully before investing. Registration with SEBI does not imply approval or endorsement of the portfolio manager by the Board. Past performance is not indicative of future results.

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.