About Company
Helios capital
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!
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
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Samir Arora
Samir Arora is the Founder, Group CIO and Fund Manager at Helios Capital, with more than 30 years of experience in Indian equity investing and Asian emerging markets. Also referred to as Sameer Arora in some investor searches, he has built a long career managing equity portfolios across India, Singapore, and global emerging markets. Through ALTPORT, investors can access investment strategies managed directly by Samir Arora, including Helios Capital PMS and the Helios India Long/Short Fund.
Education and Qualifications
Samir Arora holds a Bachelor of Technology from the Indian Institute of Technology, New Delhi. He earned an MBA as a Gold Medalist from the Indian Institute of Management, Calcutta. He also completed a Master of Finance from The Wharton School, University of Pennsylvania, where he received the Dean's Scholarship for distinguished merit.Career Timeline
| Period | Location | Role | Highlights |
| 1993–2001 | New York and India | Chief Investment Officer, Alliance Capital India | Led Indian equity investment operations and managed India-focused portfolios. |
| 2001–2005 | Singapore | Head of Asian Emerging Markets, Alliance Capital Singapore | Oversaw Asian emerging market investments and managed the ACM India Liberalization Fund, one of India's earliest dedicated offshore equity funds. |
| 2005–Present | Singapore | Founder, Group CIO and Fund Manager, Helios Capital | Established Helios Capital and continues to manage investment strategies focused on Indian equities. |
Awards and Recognition
| Award Name | Awarding Body | Year |
|---|---|---|
| Most Astute Equity Investor in Singapore — Rank 1 | The Asset magazine | 2002 |
| AAA rating for India Liberalization Fund | S&P Micropal | 1999–2003 (4 consecutive years) |
| 15+ awards for Alliance Capital India mutual funds | Various | During tenure as CIO |
| Helios Strategic Fund — Best India Fund (won 4x, nominated 11x) | Eurekahedge | 2006–2021 |
| Helios Strategic Fund — Long-term 5-year performance | AsiaHedge Award | 2018 |
Funds Managed by Samir Arora
Helios Capital PMS
Minimum Investment: Rs 50 lakhs Helios Capital PMS is a discretionary portfolio management service managed by Samir Arora. The strategy provides professionally managed exposure to Indian equities for investors seeking a concentrated and actively managed portfolio.Helios India Long/Short Fund
Minimum Investment: Rs 1 crore Helios India Long/Short Fund is an AIF Category III strategy managed by Samir Arora. The fund combines long and short market positions within a regulated alternative investment structure designed for eligible investors.NRI and International Investor Note
Samir Arora is based in Singapore and manages investment strategies through Helios Capital Singapore. Helios Capital Singapore holds a Capital Markets Services License from the Monetary Authority of Singapore and is registered as a Foreign Portfolio Investor with SEBI. NRI investors can access eligible Helios Capital investment strategies through ALTPORT.FAQs
Who is Samir Arora?
Samir Arora is the Founder and Group CIO of Helios Capital, with more than 30 years of experience in Indian equity fund management. He founded Helios Capital in 2005 after serving as CIO of Alliance Capital India and Head of Asian Emerging Markets in Singapore.What funds does Samir Arora manage?
Samir Arora manages two investment strategies available through ALTPORT: Helios Capital PMS, which has a minimum investment of Rs 50 lakhs, and Helios India Long/Short Fund, an AIF Category III fund with a minimum investment of Rs 1 crore.What are Samir Arora's qualifications?
Samir Arora holds a Bachelor of Technology from the Indian Institute of Technology, New Delhi, an MBA as a Gold Medalist from the Indian Institute of Management, Calcutta, and a Master of Finance from The Wharton School, University of Pennsylvania, where he received the Dean's Scholarship for distinguished merit.Can NRI investors access Samir Arora's funds?
Yes. NRI investors can access Helios Capital PMS and AIF strategies through ALTPORT. Helios Capital Singapore is registered as a Foreign Portfolio Investor with SEBI. Investors can visit the ALTPORT NRI section or speak with an advisor for further information.Is Samir Arora based in Singapore?
Yes. Samir Arora is based in Singapore and leads Helios Capital from there. He has worked extensively across India and Asia throughout his investment career, including serving as Head of Asian Emerging Markets at Alliance Capital Singapore.What is Samir Arora known for in the investment industry?
Samir Arora is known for his long experience in Indian and Asian equity markets. Before founding Helios Capital, he held leadership positions at Alliance Capital in India and Singapore and managed investment strategies focused on emerging markets.What is the Helios India Long/Short Fund?
The Helios India Long/Short Fund is an AIF Category III strategy managed by Samir Arora. The fund combines long and short market positions and is available to eligible investors with a minimum investment of Rs 1 crore.What is the minimum investment for Samir Arora's PMS?
The minimum investment for Helios Capital PMS is Rs 50 lakhs, in line with SEBI regulations governing Portfolio Management Services in India.What was Samir Arora's role before founding Helios Capital?
Before establishing Helios Capital in 2005, Samir Arora served as Chief Investment Officer of Alliance Capital's Indian operations and later became Head of Asian Emerging Markets at Alliance Capital Singapore.What is the Samir Arora portfolio available through ALTPORT?
Investors can access Samir Arora's portfolio management offerings through ALTPORT, including Helios Capital PMS and the Helios India Long/Short Fund. Each strategy is designed for investors seeking professionally managed exposure to Indian equities.Has Samir Arora received any industry awards?
Yes. Throughout his career, Samir Arora and funds under his management have received recognition from organizations including The Asset Magazine, S&P Micropal, Eurekahedge, AsiaHedge Awards, and HFM Asian Performance Awards.What is Samir Arora's experience in Indian equities?
Samir Arora has more than three decades of experience in Indian equity investing. His career spans leadership roles in New York, India, and Singapore, managing investment strategies focused on India and broader Asian emerging markets.What is the difference between Helios Capital PMS and the Helios India Long/Short Fund?
Helios Capital PMS is a discretionary portfolio management service with a minimum investment of Rs 50 lakhs. The Helios India Long/Short Fund is an AIF Category III strategy with a minimum investment of Rs 1 crore and can use both long and short market positions.Is Samir Arora an active fund manager?
Yes. Samir Arora currently serves as Founder, Group CIO, and Fund Manager at Helios Capital and directly manages the Helios Capital PMS and Helios India Long/Short Fund available through ALTPORT.Who is Sameer Arora of Helios Capital?
Sameer Arora is a commonly searched spelling variation of Samir Arora. He is the Founder, Group CIO, and Fund Manager at Helios Capital, with over 30 years of experience managing Indian and Asian equity investments.Connect with our investment experts for personalized guidance, fund details, and support tailored to your financial needs.
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.