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Bajaj Alts to make PMS plan around geopolitics

Financial Express Hyderabad

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April 16, 2026

BAJAJ ALTS HAS launched its flagship portfolio management services (PMS) strategy, Connecting Dots, designed to help India’s wealthiest investors navigate an increasingly volatile global landscape.

- MAHESH NAYAK

The firm, which secured its PMS licence just two weeks ago, is targeting India’s top family offices with a minimum investment size of ₹50-100 crore.

“Markets often chase quarterly earnings, but the real alpha lies in anticipating policy,’ said Jitendra Gohil, CIO - listed equities, Bajaj Alts. “Our Connecting Dots framework starts with geopolitics, moves into government policy, and then translates into sectoral opportunities. This approach gives investors a first-mover advantage in identifying structural trends that others may dismiss as noise.”

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