Expert-managed portfolios tailored to your financial goals.
We follow a private equity–style, in-depth research approach, focusing on minimizing the inherent risks of small- and mid-cap investments. Our emphasis is on controllable factors—selecting the right businesses, partnering with the righ
Shyam Sekhar is the Founder of iThought PMS and Milestones2Wealth, leading the firm in delivering disciplined, long-term... Shyam Sekhar is the Founder of iThought PMS and Milestones2Wealth, leading the firm in delivering disciplined, long-term investment solutions. He focuses on building portfolios of well-managed companies that offer stable and consistent returns, combining a low-churn, high-quality, and alpha-oriented investment approach. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -15.12% | -11.37% | -3.75% |
| 3 Months | -14.87% | -13.94% | -0.93% |
| 6 Months | -21.03% | -9.62% | -11.41% |
| 1 Year | -11.59% | -3.12% | -8.47% |
| 2 Year | -6.68% | 1.32% | -8% |
| 3 Year | 11.27% | 12.89% | -1.62% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 14.01% | 11.65% | 2.36% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.79% | 2.12% | -15.12% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.55% | 1.67% | -3.75% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -10.43% | -16.35% | 4.79% | 1.79% | 13.46% | 4.01% | 2.91% | -5.08% | -4.58% | 0.32% | -4.87% | -2.81% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -7% | -8.61% | -2.53% | -1.39% | 9.92% | 0.33% | 5.62% | -3.33% | -5.82% | -3.95% | -5.83% | -2.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 9% | -3.24% | 10.28% | 10.09% | -1.92% | -2.11% | -0.1% | 1.07% | 1.08% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 5.56% | -4.07% | 3.23% | 5.65% | -2.88% | -4.2% | 6.35% | 1.01% | 2.58% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 349.7 | 357.7 | 304.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 380.4 | 323.7 | 345.4 | 355.2 | 400 | 417.1 | 430.4 | 408.3 | 391.7 | 390.6 | 370.8 | 358.2 |
| 2024 | -- | -- | -- | 333.7 | 323.4 | 364.3 | 405.5 | 401.2 | 391.9 | 396.1 | 408 | 417.3 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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