Anand Rathi Advisors Portfolio Plus 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 the Financial Services Industry. ARG has more than 4 lacs clients, 2500 employees, and a 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 2008
Number of Stocks 15-20
Investment Horizon Long Term
Fund Managers Mayur Shah

Anand Rathi Advisors Portfolio Plus PMS

Portfolio Plus by Anand Rathi Advisors PMS invests in companies that have well-defined goals.
Mayur Shah is a trained financial planner with 13 years of investment advice, product creation, and portfolio management knowledge and is also a qualified financial planner.

Investment Philosophy

Mayur Shah manages PMS Portfolio Plus, a discretionary PMS product.

A concentrated portfolio of 15–20 MNC stocks, having at least 50% invested in large size companies. In terms of industries, this portfolio is well-diversified. MNCs benefit from a successful business strategy, a strong balance sheet, sound corporate governance, a better return ratio, and competitive risk adjusted returns.

The PMS Portfolio Plus has been handled by Anand Rathi since October 2011. It generates steady profits by investing in long-term portfolios. The Fund invests in 15-20 portfolios of shares with a cautious 50:50 blend of big and mid-cap shares focusing on domestic enterprises, asset light models and a high returns ratio. Briefly, the volatility of the fund is equally divided among large and medium-sized enterprises.

Anand Rathi is delighted of his excellent record year after year in delivering high returns.

The objective is to generate consistent long-term returns through a portfolio of companies with – excellent corporate governance and established records, consistent earnings in previous three to five years and transparent earnings with a predictable business model

The goal of Mayur Shah is to develop a long-term portfolio with low and low costs, while taking into account client profitability and post-tax profits.

Unique Feature

 Investing in businesses having their objectives well-defined

About Fund Managers

Mayur Shah (Fund Manager) 

Mr. Shah is a Trained Financial Planner and a Qualified MBA (Finance). He has over 13 years of investment consulting, product development, and portfolio management experience.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.

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 in 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

 

 

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).

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, and Enam Securities. PGDBM from Mumbai.

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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For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

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.