Anand Rathi Advisors MNC PMS

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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 2018
Number of Stocks 18-20
Investment Horizon Long Term
Fund Managers Mayur Shah

Investment Philosophy

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 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.

FAQs

Is it worth investing in Anand Rathi PMS?

Since its inception, Anand Rathi has been a consistent name in the financial sector. The rationale for the company’s high client loyalty remained in its service delivery techniques. We have you covered, from providing back office reports to giving a flexible compensation plan that allows customers to pay when convenient to have a fund manager with 15 years of expertise. For years, Anand Rathi has been a one-stop magical solution for their clientele.

Who is the current Fund Manager of Anand Rathi PMS?

Mr. Mayur Shah, the company’s associate vice president, is the fund manager at Anand Rathi. Mr. Mayur Shah has a 15-year background in which he has been a continual source of help to the organization.

What are the benefits of investing with Anand Rathi PMS?

Robust Research and Advisory

Their dedicated research and advisory staff thoroughly examine every facet of investment, allowing us to give excellent advice services to our clients in all areas of investment.

Persuasive Financial Planning

The team of professionals examines the client’s present investment, analyses the situation, and makes recommendations for achieving the client’s overall financial goal.

Locations

Horizon has offices throughout the country, and our financial specialists are available to give you tailored investment advice at any time.

What is the fee structure of Anand Rathi PMS?

At Anand Rathi, clients may select between two pricing structures: Fixed Fee and Variable Fee. When choosing the fixed cost, an AMC of 2.50 percent is levied; however, the AMC is roughly 3 percent for the first year when choosing the variable fee.

What is the investment strategy of Anand Rathi PMS?

Investors at Anand Rathi have various options for where they may put their money. Impress portfolio, PMS portfolio plus, and MNC portfolio are the three main investing methods offered by Anand Rathi.

Where to find complete details about Anand Rathi PMS?

Our article goes into great detail about Anand Rathi, from their fund managers to their return statistics, so you can get all the information you need right here.

Meet the Team

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.

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.

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).

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 4.32 7.80 12.70 22.99 9.94 16.78 16.49 NA 13.47
Nifty MNC 8.03 12.40 18.50 26.55 15.14 20.40 17.63 NA 15.77

Decennium Opportunity

AMC Name: Anand Rathi Advisors Ltd. Inc Date: 12th Nov, 2021
Multi Cap
(PMS)
NA Strategy 2.40 9.57 24.51 36.00 19.92 NA NA NA 16.91
Nifty 500 8.00 12.35 18.51 26.50 15.14 NA NA NA 12.64

Impress PMS

AMC Name: Anand Rathi Advisors Ltd. Inc Date: 5/31/17
Multi Cap
(PMS)
NA Strategy 4.59 15.52 19.31 33.78 14.52 27.79 20.97 NA 14.19
Nifty 500 8.03 12.40 18.50 26.55 15.14 20.40 17.63 NA 15.20

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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.