Asit C Mehta – ACE 15 – PMS

Key Portfolio Attributes

Inception Date: 29 Dec 2017

Number of Stocks: 30

Portfolio Manager’s Name: Deepak Makwana

Portfolio Manager’s Experience: 20 years

Portfolio Manager’s Qualification: Post Graduate- Finance

Investment Objective

The investment objective of Asit C Mehta’s ACE 15 PMS is to generate capital appreciation in long-term with stability by creating a well-diversified portfolio of large-cap Indian listed companies.

Investment Strategy

The investment approach of Asit C Mehta’s ACE 15 PMS combines Investment Analytics, Portfolio Synthetics, and an integrated Investment Framework. It leverages analytical tools to optimize known information and create portfolios that can withstand future uncertainties. The robust synthetics process ensures your wealth survives unfavourable conditions and thrives on favourable opportunities.

Investment Philosophy

The investment philosophy of Asit C Mehta’s ACE 15 PMS revolves around providing a margin of safety and risk-reward ratio to the investors. Acknowledging the inherent high risks associated with equity investments, it meticulously analyses potential pitfalls that could lead to permanent capital loss. By developing robust strategies to mitigate these risks, ACE 15 empowers investors to focus on enhancing returns and generating alpha without worrying about losing their hard-earned capital. While no approach can eliminate the probability of permanent capital loss, its comprehensive risk management framework philosophy significantly reduces such occurrences.

Do Not Simply Invest, Make Informed Decisions


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