A clear way
to grow capital.

WHO WE ARE

Plus91 is an independent, SEBI-registered wealth management firm offering Portfolio Management and Investment Advisory services. Founded by Parth Kotak, a portfolio manager with a deep passion for capital markets and over a decade of investment experience.

Discover Plus91

01LONG-TERM
THINKING

OUR POINT OF VIEW

Markets are noisy.
Your goals shouldn’t be.

We’ve been managing money through ups and downs since 2022, guided by the same consistent process: Research first, Cut through the noise & Think long term.

WHAT WE DO

Our strategy is built to ride India’s long-term growth trend.

Built for a developing economy like India

Capturing India’s high-growth potential

Long-heavy positioning for structural tailwinds

Riding the economy’s long-term growth path

“Success is not found in resisting the trend, but in riding it with unwavering conviction and adaptability.”Brian Tracy

HOW WE DELIVER ON THAT PROMISE

A fundamental-first approach built for disciplined wealth creation.

Return stacking

Several complementary strategies in one portfolio, creating diversification without diluting conviction.

Data-driven decisions

Advanced analytics support objective choices across research, sizing, and portfolio construction.

Dynamic risk management

Real-time adjustments help keep the balance between participation and protection.

WHY INDIA

India is entering a structural investment sweet spot.

THE NEXT DECADE

The opportunity is just getting started.

The consumption inflection

India’s income per person is projected to rise from about $2,700 today to over $4,000 by 2030. This is the stage where spending typically broadens beyond essentials into cars, travel, financial services and healthcare, as the middle class grows from 432 million to 715 million by 2031.

IMF World Economic Outlook, April 2026; PRICE ICE 360 survey

Profits are outgrowing the economy

Nifty-500 companies grew profits 15.6% in FY26 while the economy grew 8.9%, taking corporate profits to a record 5.2% of GDP. Indian companies are converting growth into earnings.

Motilal Oswal, June 2026

A ₹32,000-crore-a-month domestic buyer

Indian households hold under 5% of their wealth in equities, but the shift has begun: equities’ share of new household savings has risen from 2% to 15%, and SIPs now bring in over ₹32,000 crore every month. That gives the market a deep and growing base of domestic investors.

Jefferies; Economic Survey 2025–26; AMFI, August 2026

Manufacturing is moving to India

Electronics exports reached $48 billion in FY26, up 24%, while government capital spending is at a record ₹12.2 lakh crore. New listed leaders are emerging in manufacturing, power, defence and infrastructure.

Industry and ministry data, FY26; Union Budget 2026–27

The opportunity is broad, but it isn’t evenly spread. Identifying the businesses that capture it is where Plus91 comes in.

Our Investment Products

Figures are drawn from the third-party sources cited, are provided for general information only and have not been independently verified by Plus91. Projections are third-party estimates and may not materialise. Past performance is not indicative of future returns. Nothing in this section is investment advice or a recommendation to buy or sell any security.

TWO WAYS TO INVEST WITH US

PORTFOLIO MANAGEMENT SERVICE , minimum investment ₹50 lakh

Invest once.We handle the rest.

A fully managed portfolio where our team researches, executes and monitors every position on your behalf. You never place a trade, yet you see every holding and every change.

Explore portfolio management

PLUS91 INVESTMENT ADVISORY

Our research.Your account.

Personalised model portfolios rebalanced every month. You invest directly through your own broker, with full ownership and control over every holding.

Explore investment advisory

PMS fee illustration

Fixed feeHybrid fee

See how fees shape your returns.

Invest .If the portfolio gains or falls in a year, with other expenses of and brokerage of ,here is how the fixed fee of 2% a year works out.

Minimum investment ₹50 lakh

All figures in ₹ for one year · charges in brackets

Fixed fee illustration for one year, in rupees, across three return scenarios. Charges are shown in brackets.
Ref.	Line item	Formula	Gain of 20%	Loss of 20%	No change
Portfolio
i	Capital contributed / assets under management	i = a	50,00,000	50,00,000	50,00,000
ii	Gain / (loss) on investment based on the scenario	ii = i × scenario	10,00,000	(10,00,000)	–
iii	Gross value of the portfolio at the end of the year	iii = i + ii	60,00,000	40,00,000	50,00,000
iv	Average assets under management	iv = (i + iii) / 2	55,00,000	45,00,000	50,00,000
Charges
v	Other expenses	v = iv × c	–	–	–
vi	Brokerage and transaction cost	vi = iv × d	–	–	–
vii	Management fee	vii = (iv + v + vi) × b	(1,10,000)	(90,000)	(1,00,000)
viii	Total charges during the year	viii = v + vi + vii	(1,10,000)	(90,000)	(1,00,000)
Outcome
ix	Net value of the portfolio at the end of the year	ix = iii + viii	58,90,000	39,10,000	49,00,000
x	Portfolio return	x = (ix − i) / i	17.80%	−21.80%	−2.00%

Charges are shown in brackets. a = amount invested, b = management fee, c = other expenses, d = brokerage. Illustrative only. The performance fee applies only to profits. Actual fees and expenses are as per your PMS agreement and the Disclosure Document. Returns shown are hypothetical scenarios, not a forecast or a promise of returns.

LEADERSHIP

Steady hands.
Clear thinking.

Our work is personal because our responsibility is personal. The team behind Plus91 brings market experience, operating discipline, and a shared belief in making thoughtful investing more accessible.

Founder & CIO

Parth Kotak

Parth founded Plus91 and has built it from a two-person operation into the firm it is today. He brings over a decade of experience in Indian equities across the buy side and sell side. That includes his time as Senior Analyst at Alpha Plus Capital and managing equity mandates in India and abroad for a Mumbai family office. A deep passion for equity markets has driven his career from the start, and it still drives him today as he leads the investment process for Plus91’s Portfolio Management Service.

Principal Officer, Plus91 PMS · Formerly Alpha Plus Capital, Keynote Financial, Investment Trust of India

Co-Founder & COO

Chetna Kotak

A cost accountant and former Larsen & Toubro professional, Chetna built her own logistics business years before she joined Plus91. She leads the firm’s investment advisory practice and its operations, providing the structure and consistency that allow the investment team to focus on markets.

Investment Advisory & Operations · Cost accountant · Formerly Larsen & Toubro

OUR TEAM

The people behind every decision.

A close-knit team working alongside Parth and Chetna across research, portfolio operations and client service, so every client gets the attention they deserve.

LET'S TALK

A considered
conversation.

Whether you are looking for a long-term investment partner or simply want to understand our perspective, we would love to hear from you.

parth@plus91.co +91 90048 80550

A clear wayto grow capital.

Markets are noisy.Your goals shouldn’t be.