Anand Rathi Advisors MNC PMS
Offering services such as wealth management, Investment banking, Corporate Finance & Advisory, Brokerage & Distribution of Structured Products, Insurance, Corporate Deposits, Bonds & Loans etc.
|Year of Inception||2018|
|Number of Stocks||18-20|
|Investment Horizon||Long Term|
|Fund Managers||Mayur Shah|
Focus on consistency of return and risk moderation by investing in Multinational Companies listed in India in which the foreign promoter holding is over 50% and/or the management control is bestowed in foreign company and/or the technological and managerial know-how brought in by foreign partner/investor.
Investment Approach Philosophy
- 18-20 stock portfolio of MNCs listed in India. Multicap strategy with sectorally well diversified portfolio
- Advantage of Strong Business Model having strong business moat or competitive advantage or having business niche.
- MNC’s are Institutional business with high corporate government standards, professional Management.
- Most MNC’s Strong Balance sheet with low debt, free cashlow and operating efficiency.
- Focus on maintaining well diversified portfolio with rebalancing when required based on changes in market sentiment and single stock and sector weightages.
About Fund Managers
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
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.
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.
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.
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).