Calendly Book A Meeting call +91 95616 10108 WhatsApp Us WhatsApp Us

Helios capital

Helios capital

About Company

Helios has it all. We’ll teach you how to generate deal flow, analyse private equity funds and venture capital performance right on your desktop or tablet! Helios identifies the potential sponsors for sell-side M&A transactions or follow-on rounds. We determine the best partners, co-investors and buyers from an existing strategy that will unlock growth opportunities in your company’s business model. There are two levels of rejection when it comes to Helios. The first level is reducing all possible outcomes down into one specific category, which means that everything in this group will have something in common with every other member within its class. Second-level Rejection occurs intra-, meaning only among members themselves; though here, you might question things such as “Can’t Be Rejected On Any Factor.” AIF PMS has an approach to investing that attempts long-term outperformance and does so by being objective and data-driven. At AIF & PMS Experts, we have a vision of establishing trust with our clients and maintaining transparency. We want to create wealth for them over time by using analytics tools that will assist us in achieving these goals!

Category: AIF, AIF Category III

Fund Snapshot

Year of Inception 16, Mar 2020
Number of Stocks 15 – 25
Investment Horizon Long term
Fund Managers Dinshaw Irani

Investment Philosophy 

While it’s true that good stock selection and portfolio building are required to achieve consistent returns, there is one thing you must first understand: namely, four key questions. These will determine the soundness of your investment strategy for years ahead!

  • What are the stocks to buy?
  • What are the time horizons to look for?
  • How many stocks to buy at a time?
  • When is the appropriate time to sell?

If we talk about triggers, they may produce excellent results. In other words, there’s more optimism about the future from here on out! Stimuli might also be external to company-anticipated government regulations, court rulings or clarity on open matters like M&A – it all depends on what you want your employee engagement strategy to do for you as an organisation.

Sometimes the market is too volatile for us to predict which way a stock will go. That’s why we sometimes use anticipated medium-term triggers (events) as an opportunity to look into equities that may be benefiting from some event in advance of its occurrence, even if it means waiting until after these events happen before completely selling our stocks off them. A venture capital insurance is the best way to be protected from such risks.

Investment Strategy 

If we talk about Investment management, it is a branch of finance that deals with all types and degrees of investments. It can be broken down into three major categories: buying, selling, and managing financial assets such as stocks or bonds.

There are various Business Venture Capital Programs that offer credit to investors in order for them to make equity capital investments.

We’re always searching for companies who have the following qualities:

  • Good vision
  • Presence in their industry
  •  Potential for growth
  • Good corporate governance
  • Clean accounting
  • We also want medium-term positive triggers as well as reasonable valuations.

Unique Feature

There is no time like the present to invest in this organization. You now have the potential to make significant profits from huge, well-established companies with a clear moat and strong earnings! Even though we anticipate strong growth from these stocks for many years to come, we reserve the right to sell them if the values get too high.

The goal behind venture capital financing possibilities is to identify which startups can become important players in their industries by attaining large profit margins with our financial guidance and marketing instead of simply pouring money into businesses in the hope that it would make us rich.

The AMC Helios India Investment Rising PMS bases its actions on three principles:

  • To always collaborate authentically and with great care,
  • To create cycles of success for all involved parties in every transaction they take on,
  • To understand the market and emerging technology and values.

Strong theme/size of the opportunity

Although we are bottom-up investors, we think that bottom-up stop selecting performs best when supported by a strong theme, sector, or favorable “big picture.” We are long-term investors, but doing so demands a solid grasp of the theme (basically, the magnitude of the opportunity) since it enables one to stick onto a company even if it briefly rises in price due to excellent returns.

Long-term does not mean “Buy & Forget.”

We are long-term investors, but we also think that the long term is made up of many shorter durations. This implies that even though we are willing to keep equities for a long time—and in fact, we continually assess them to ensure that our initial theory for purchasing the company is still valid.

In the course of our extensive investing experience, we have learned that owning a stock that performs well over time is different from holding a stock when the market truly challenges your belief as the stock drops significantly or remains flat for several quarters or years. We’ve had a lot of these encounters during our careers, and most of the time, our convictions have paid off.

Easier to know what is worse than to know what is good

Since it is simpler to understand what is terrible than what is good, it is easier to “reject stocks with conviction” than to “hold stocks with conviction.” The knowledge that an investment may be harmful may come from only one negative reason, whereas the knowledge that an investment might be excellent may come from several positive variables. We think that distinguishing between excellent and poor stocks has great value but that doing so between two good stocks has less of a benefit (particularly if they are in different sectors and therefore are driven by different dynamics and cannot be compared directly- though we still try).

Start with “Why Not to Buy”

We ensure that our possible “buy” pool is a carefully curated list of appealing firms by beginning our study with “why not to purchase” a certain stock. We simply insist on thinking about strong and sustainable businesses.

🔒

AltPort Fund Insights

Click to unlock premium research & detailed analysis

Fund Manager

Samir Arora

Samir Arora

Samir Arora, a graduate in engineering from the Indian Institute of Technology, New Delhi, pursued an MBA from the Indian Institute of Management, Calcutta. He then completed his Master’s degree in finance from The Wharton School of The University of Pennsylvania. During his Master’s degree, he secured the Dean’s scholarship.

 

In 29 years of his work life, he has worked at Alliance capital and founded Helios Capital. Mr. Arora holds experience in fund management and research as the head of Asian emerging markets at Alliance capital management. He led alliance capital’s Indian mutual fund business as the Chief investment officer.

 

It was bestowed upon with more than 15 awards, and he also led India-dedicated equity funds. The renowned fund manager was awarded as Singapore’s most astute equity investor by The Asset magazine

Featured Presentations

ASK Panel

Startup as an Investment Asset Class | AIF & PMS Experts India | Finvolve Ventures Private Limited

Play Now

ASK Panel

HEALTHCARE – TIME TO INVEST OR CASH OUT? – Aditya Khemka, Incred Capital

Get In Touch

Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

Related Blogs

Best Performing AIFs as of May’25 (3-Year Performance)

Read More

Category I, II, or III? Choosing the Right AIF Fund for Your Risk Appetite

Read More

Negen Capital: Complete Guide for Investors

Read More

How Alternative Investment Funds Perform Across Market Cycles: Data-Backed Analysis (2025)

Read More
Call WhatsApp