Helios Alcobev Private Limited

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.