Anand Rathi Advisors MNC PMS

Thematic portfolio of Indian MNCs

Key Attributes

Inception Date: 31 March 2018

Number of Stocks: 15 - 20

Fund Manager Name: Mr. Mayur Shah

Fund Manager Qualification: Qualified MBA (Finance) from Mumbai University and Certified Financial Planner

Fund Manager Experience:

More than 12 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.

Investment Objective

Focus on consistency of return and risk moderation by investing in Multinational Companies listed in India.

Investment Strategy

  • Invested into MNCs listed in India.

Investment Philosophy

Concentrated portfolio with 15 – 20 MNC stocks with 50% into large cap . Sectorally well diversified portfolio. Advantage of MNC companies – successful business model, healthy balance sheet, strong corporate governance, higher return ratio and favourable risk adjusted returns.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Sound Advice for the Wise

imageBook a call with our Experts

Don’t Just Invest. Make an Informed Decision.