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 |
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About Fund Manager
Mayur Shah (Fund Manager)
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.
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.
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).
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
Fund Overview
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