Anand Rathi Advisors Impress PMS

Anand Rathi Advisors Impress PMS

Key Attributes

Inception Date: 31 May 2017

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 Return Optimisation by investing in multi cap portfolio of rising enterprises with sound corporate track record and sustainable business model keeping balance between value and growth strategy.

Investment Process

Portfolio Strategy

  • Multicap aggressive concentrated portfolio of 15 – 20 stocks with 70%+ into mid and small-cap. Sectorally well-diversified portfolio. Focus is more on growth strategy with companies with better margins, return ratio, corporate governance, and earnings visibility.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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