Anand Rathi’s PMS is a well-known Indian financial services company. They’ve been doing this for more than a decade. Wealth management, corporate finance & advice, brokerage, and other services are available. Anand Rathi has been involved in politics for the past 25 years. They began in the year 1994 in Mumbai, Maharashtra. Mr. Anand Rathi, their creator, is responsible for their existence. In the previous 25 years, the firm has seen tremendous growth. They even start businesses outside of India, in places like Dubai. They are now present in 1,200 sites. They even employ nearly 2,500 people. This allows them to provide a wide range of financial services to their clientele.
|Type of instruments||Equity & Equity Related Instruments, Fixed Income Instruments, Cash & Cash Equivalent|
|Number of Stocks||15-20|
|Investment Horizon||3-5 Years|
|Fund Managers||Mayur Shah and Vinod Jaya|
|Minimum investment||Rs. 50 lakhs|
Dual Focus Portfolio Strategy
Investing in firms that are expected to gain from the Industrial Revolution, new-age business, favorable policies, and companies displaying evident signs of a turnaround in their next business upcycle with stronger growth.
Stock Selection Process
- Business Moat/ Competitive Advantage Niche Business Model
- Stable and Improving Margins with Higher ROE and ROCE
- Asset Light Model (most cases) and Working Capital Efficiency
- Strong Corporate Governance Standard
- Scalability of business / Higher growth Expectation /Rising gross Block
- Substantial Upside coming from business segment which is emerging and going to lead next upcycle
Attributes They Look For
- Companies with great pricing power as a result of their market position. Also, firms may increase their margins while also increasing their return on investment (ROI).
- Concentrate on firms with high growth potential and a small number of competitors in a large market.
- Look for companies managed by people who have a proven track record and have seen the firm through many business cycles. At a cost, there is no compromise on management quality.
- Indian manufacturing has benefited from changes in global trade dynamics in various areas. Companies on the cutting edge of the Y2K craze
- Companies with robust, stable cash flows are better able to expand during periods of growth and navigate through adverse macroeconomic times.
- Companies have a low/comfortable debt-to-equity ratio.
Multicap investing style; the fund manager may adjust the allocation based on market conditions. A minimum market capitalization of 1000 crores is required.
Maximum Single Stocks accounts for 10% of the Decennium Opportunity Fund’s sector allocation. The fund provides chances for budding enterprises at all stages of development. To give you an idea of what we are talking about, here’s a list:
- Real Estate
About Fund Manager
Mayur Shah :Portfolio Management
Mr. Mayur Shah has an MBA in Finance and is a Certified Financial Planner. In terms of experience and career, it spans 16 years in investment counseling, product development, and portfolio management. As the deputy vice president, he is in charge of the PMSs at Anand Rathi. The first firm where he worked was Kotak Securities Ltd, which was founded in 2005. He joined the Anand Rathi Group 13 years ago and has worked in both the PMS and PCG areas.
Since 2007, he has been working with Anand Rathi on Portfolio Management and Private Client Group Equity Advisory. Certified Financial Planner and MBA (Finance) from Mumbai University.
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 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
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.
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).
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.
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.
|Product - AMC||Category||AUM (in Cr.)||Performance||1M||3M||6M||1Y||2Y||3Y||5Y||10Y||SI|
MNC PMSAMC Name: Anand Rathi Advisors Ltd. Inc Date: 3/28/18
Decennium OpportunityAMC Name: Anand Rathi Advisors Ltd. Inc Date: 12th Nov, 2021
Impress PMSAMC Name: Anand Rathi Advisors Ltd. Inc Date: 5/31/17
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.