About Company
Anand Rathi Advisors Ltd. is a portfolio service provider (Discretionary and Non-discretionary PMS) arm of Anand Rathi Group (ARG), which has completed 27 years in Financial Services Industry. ARG has more than 4 lacs clients, 2500 employees and presence at 1000 locations.
Offering services such as wealth management, Investment banking, Corporate Finance & Advisory, Brokerage & Distribution of Structured Products, Insurance, Corporate Deposits, Bonds & Loans etc.
Fund Snapshot
| Year of Inception | 2017 |
| Number of Stocks | 18-20 |
| Investment Horizon | Long Term |
| Fund Managers | Mayur Shah |
Investment Philosophy
Focus on Return Optimization by investing in multicap portfolio of growing enterprises with sound corporate track record and sustainable business.
Investment Approach Philosophy
- Multicap growing company with a very good business model
- Healthy corporate governance & balance sheet
- Profit booking & rebalancing
About Fund Manager
Mayur Shah (Fund Manager)
More than 15 years of rich experience in Investment advisory, Product Development and Portfolio Management.Working with Anand Rathi since 2007 across Portfolio Management and Private Client Group Equity Advisory. Started Career with “Kotak Securities Ltd” in 2005 as an Investment Advisor subsequently got into developing Equity products and running the same. Qualified MBA (Finance) from Mumbai University and Certified Financial Planner.
Meet the Team
Vinod Vaya (Co-Fund Manager & AVP) –
More than 15 years
of rich experience in Investment advisory, Portfolio Management and research.
Worked in past with Standard Chartered Securities, Religare Securities, Enam Securities. PGDBM from Mumbai.
Anand Rathi (Founder & Chairman) –
Gold medalist Chartered
Accountant having more than four decades of rich and varied experience in corporate management, financial & capital markets and corporate & management consultancy.
Served Aditya Birla Group at very senior positions for more than 25 years before starting his own financial services outfit. Shri Rathi was earlier President of BSE for two terms.
Amit Verma (AVP-Business Development)
More than 15 years of rich experience in areas such as Equity, Bond, Financial & Structured Products.He is an MBA from Nagpur University. Worked in past with India Bulls, Motilal Oswal AMC, Reliance Capital and Bank of Baroda (Wealth).
Pradeep Gupta (Co-Founder & Vice Chairman) –
Over twenty years
broad based experience in the securities market and key driver of the Retail and Institutional Equities business of the group.
Under his leadership, the Group’s Institutional & Retail Business has won great recognition and many accolades. He has played a pivotal role in the Group’s network expansion and pan India growth.
| Product - AMC | Category | AUM (in Cr.) | Performance | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | SI |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MNC PMS AMC Name: Anand Rathi Advisors Ltd. Inc Date: 3/28/18 |
Thematic (PMS) |
NA | Strategy | 2.80 | 10.80 | 18.80 | 9.74 | 9.10 | 19.84 | 13.48 | NA | 13.14 |
| Nifty MNC | -0.61 | 7.70 | 17.30 | 11.34 | 9.15 | 23.31 | 12.56 | NA | 13.90 | |||
|
Decennium Opportunity AMC Name: Anand Rathi Advisors Ltd. Inc Date: 12th Nov, 2021 |
Multi Cap (PMS) |
NA | Strategy | 5.60 | 17.34 | 29.11 | 22.10 | NA | NA | NA | NA | 13.80 |
| Nifty 500 | -0.60 | 7.73 | 17.34 | 11.30 | NA | NA | NA | NA | 6.70 | |||
|
Impress PMS AMC Name: Anand Rathi Advisors Ltd. Inc Date: 5/31/17 |
Multi Cap (PMS) |
NA | Strategy | 3.00 | 9.84 | 20.82 | 20.50 | 12.84 | 28.69 | 14.95 | NA | 12.75 |
| Nifty 500 | -0.61 | 7.70 | 17.30 | 11.34 | 9.15 | 23.31 | 12.56 | NA | 13.56 |
For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected] 
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.