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Our products and strategic expertise work to accelerate financial growth through bold strategy, proactive asset management. Ensuring you move confidently toward long-term freedom fuelled by prosperity.

FYERS Genesis Portfolio Management Services

FYERS Genesis Fund – A Discretionary Small & Mid-Cap PMS
FYERS Genesis Fund – A Discretionary Small & Mid-Cap PMS
FYERS Genesis Fund is a FYERS PMS flagship discretionary equity strategy that blends deep qualitative and quantitative research with behavioral finance insights. The fund focuses on small and mid-cap businesses with strong management integrity, sustainable earnings growth, capital efficiency, and a valuation-driven margin of safety. Our portfolio holds 15–20 stocks, diversified across sectors to capture both current trends and long-term structural growth.

Investment Philosophy: We accelerate financial growth through bold strategy, proactive asset management, and strategic expertise. We dynamically allocate for growth, value, and opportunistic themes based on market conditions, aiming to discover tomorrow’s market leaders today.
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Our Approach

The strategy focuses on identifying opportunities primarily in mid and small-cap companies using the proprietary prosperity Model. It targets sectors benefiting from current economic trends, particularly private consumption, capital expenditure, manufacturing, and service exports. All with the goal of generating capital appreciation and strong risk-adjusted returns for investors.

Portfolio Characteristics

Strategic Allocation

Core Portfolio

55-65%

Strategy

Buy & Hold

Tactical Allocation

Satellite Portfolio

30-35%

Strategy

Buy & Rotate

Special Situations

Core Portfolio

0-15%

Position Sizing

Evolution Based

Investment Process

Salient Features

CategorySmall & Midcap
Minimum InvestmentINR 50 Lakh
BenchmarkS&P BSE 500 TRI
Custodian PartnerOrbis Financial Corporation
Broking & DP PartnerFYERS Securities
Banking PartnersHDFC Bank, ICICI Bank
Bank Pool AccountIndusind Bank
Research PartnersFYERS Institutional Broking (Bloomberg), FYERS One, Accord Fintech, CMiE & other third-party resources.

Focus Sectors

AgricultureAgriculture
AutomotiveAutomotive
Business ServicesBusiness Services
Capital GoodsCapital Goods
InfrastructureInfrastructure
RetailingRetailing
ChemicalsChemicals
ConsumptionConsumption
Health CareHealth Care
HospitalityHospitality
ManufacturingManufacturing
Real estateReal estate

Ready to explore our PMS strategy?

If you’re looking for a portfolio management service in India that combines rigorous research, disciplined process, and purpose-built solutions, let’s talk.

Frequently asked questions

The minimum ticket size for our discretionary and PMS offerings is ₹50 lakhs.
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CIN: U66301KA2023PTC180380
SEBI Registration No: INP000008659
GST Registration No: 29AAFCF6820P1Z1

Contact Us

Phone: 

+91 886 721 5635

Email: 

investor-relations@fyers.in

#901-902 Brigade Magnum, Flr9 Wing A, SYNO104&106/8, Kodigehalli, Bangalore North, Bangalore- 560092

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Regulated Entity

Registered with SEBI and APMI

Transparent & Compliant

Strict adherence to all PMS disclosure norms, reporting standards, and audits

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With our ISO 9001:2015; ISO 27001:2013 and ISO 22301:2012 Certified Systems, Customised Reporting and servicing solutions, providing reliability and safety, without compromising on speed

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