Portfolio Management Services for Business Leaders
Your capital works hard. Does it work smart?
Velorum Capital Advisors is a boutique portfolio management practice led by Anup S Dadhich, Chartered Accountant — professionally managed equity portfolios, measured against the market, reported with full transparency. And your money never leaves your own account.
The problem
The three quiet costs paid by executives who manage money on the side.
Time poverty
Running a company leaves no bandwidth for researching 50+ positions, tracking earnings and rebalancing through cycles.
Concentration drift
Portfolios accumulate stocks over years — untracked, unweighted, and often clustered in the same few sectors as your business risk.
Benchmark blindness
Without a measured benchmark, a portfolio can feel fine while quietly trailing the index — the most expensive mistake in wealth.
Velorum Capital Advisors solves exactly these challenges — professionally managed equity portfolios, measured against the market, reported with full transparency.
Evidences, not promises
A live client portfolio, managed by VCA for more than five years.
Morningstar X-Ray report generated for 30 June 2026 — independently verified, benchmarked every quarter since 2017.
₹10,000 invested with VCA five years ago is ₹30,000 today.
The same amount in the benchmark: ₹16,896.
Growth of ₹10,000 — VCA portfolio vs benchmark
June 2021 to June 2026
Best 1-year run: +142.6%
Mar 2020 – Mar 2021. Positioned decisively into the recovery when others sat in cash.
Worst 5-year stretch: +22.2% p.a.
Even the weakest 5-year window (May '18 – May '23) delivered strong double-digit compounding.
Risk measured, not guessed
5-yr standard deviation of 22.6 with a 0.83 Sharpe ratio — returns earned per unit of risk, verified independently.
Every quarter, benchmarked
Performance tracked against the BSE 500-based benchmark quarter by quarter, since 2017. No hiding.
Benchmark: 80% BSE 500 / 20% India Short-Term Bond (Aggressive). Source: Morningstar Performance X-Ray via ICICIdirect, 30 June 2026. Performance shown is of an actual client portfolio. Illustrative compounding at reported 5-yr annualized returns (portfolio 24.57%, benchmark 11.06%). Past performance is not indicative of future results.
About us
A boutique practice, founded and led by Anup S Dadhich.
Anup S Dadhich
Chartered Accountant
Founder & Chief Investment Advisor
19+ years in finance & markets
19 years of professional experience
Nearly two decades across finance, accounting and the Indian capital markets — through every cycle since 2007.
An investor first, an advisor second
Anup has managed his own capital in the markets for years. Every strategy offered to clients is one he practices himself.
Trusted by high-net-worth families
VCA manages portfolios for a select group of HNI clients — deliberately few, so every portfolio gets the founder's attention.
The rigour of a Chartered Accountant
Balance-sheet-level scrutiny of every company we own — numbers first, narratives later.
How we invest
The VCA method: concentrated conviction, diversified risk.
High-conviction core
Top 10 ideas carry ~60% of capital — researched deeply, sized deliberately, held with patience.
Balanced sector engine
Cyclical, sensitive and defensive sectors blended (≈49 / 30 / 21) so no single theme decides your outcome.
Bottom-up stock selection
From large-cap compounders to emerging mid-cap leaders across banking, pharma, defence and technology.
Radical transparency
Independent Morningstar X-Ray reporting on holdings, risk, style and returns — you see exactly what we see.
Live portfolio sector mix
Financials · Pharma · Industrials · Technology · Energy · Consumer
The VCA difference
Your money never leaves your account.
Unlike a typical PMS, VCA never takes custody of your funds. We manage decisions — you keep the money.
Typical PMS
transferred out
The VCA Way
Full control. Full visibility. Zero custody risk.
Getting started
What investing with VCA looks like.
Portfolio X-Ray
We run a complimentary Morningstar X-Ray of your current holdings — risk, overlap, sector drift, true returns.
Strategy blueprint
A written plan matched to your goals, liquidity needs and risk category — Aggressive, Moderate or Conservative.
Managed execution
We build and manage the portfolio in your own account. Your capital never leaves your name.
Quarterly accountability
Benchmark-relative reviews, independent reporting, and a direct line to your advisor — always.
No lock-ins pitched on day one. The first step is simply seeing your portfolio the way a professional does.
Get started
Let's start with your numbers.
I'd welcome 30 minutes to run a complimentary X-Ray of your current portfolio — no obligation, full discretion.
Book your Portfolio X-RayAnup S Dadhich
Founder & Chief Investment Advisor
- LocationMumbai, Pune, Bangalore and New Delhi