BUGLEROCK CAPITAL PRIVATE LIMITED
7 Investment Approaches AUM Rank #72 As on 01 Aug 2026
₹1,411
Total AUM (Cr.)
Looking to grow your wealth with PMS? Expert-managed portfolios tailored to your financial goals. Know More
Company Overview

BugleRock Capital Pvt. Ltd. (formerly o3 Securities Pvt. Ltd.) is a Bengaluru-based Wealth & Asset Management firm that specializes in building customized, value-driven solutions for clients. With a philosophy rooted in resilience, clarity, and commitment, the firm empowers leaders to create, sustain, and pass on lasting wealth and legacy. Combining technology with a human touch, BugleRock offers holistic wealth advisory, risk management, and strategic insights, positioning itself as a trusted partner for long-term success and impact.

Investment Approaches Performance

Investment Approach Category 1 M 3 M 6 M 1 Y 2 Y 3 Y 5 Y Inception AUM (Cr.) Inception Date

Portfolio Manager Profile

E.A. SUNDARAM E.A. SUNDARAM

Experience of over 20 years in Indian equity investing in the buy side. Experience includes mutual funds, portfolio mana... Experience of over 20 years in Indian equity investing in the buy side. Experience includes mutual funds, portfolio management services and family office investing. Read More

Apurva S. Apurva S.

Apurva S. is currently a Fund Manager at BugleRock Capital (since April 2024), bringing over a decade of experience acro... Apurva S. is currently a Fund Manager at BugleRock Capital (since April 2024), bringing over a decade of experience across fund management, equity research, and portfolio analysis.\r\n\r\nPreviously, Apurva worked as an Assistant Fund Manager at Helios Capital (Mar 2023 – Apr 2024) and spent 5 years as a Research Analyst at PGIM India Asset Management (Apr 2018 – Mar 2023). Earlier in his career, he gained valuable experience in credit and financial services as a Manager at ECL Finance (2016–2018) and Manager at ICICI Home Finance (2013–2016).\r\n\r\nHis expertise lies in equity research, portfolio management, and investment strategy, with a strong track record of contributing to fund performance and delivering value for investors. Read More

Himanshu Upadhyay Himanshu Upadhyay

Mr.Himanshu Upadhyay is the PMS Portfolio Manager at DHFL Pramerica Asset Managers Private Ltd.

Looking to Grow Your Wealth with PMS?

Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.

Investor
whatsapp