PMS would invest on behalf of its clients in their separately managed accounts in various securities including listed equities, unlisted equities, fixed income instruments, hybrid or structured products etc. Investment solutions in a PMS can be provided in three ways – Discretionary Portfolio Management, Non-Discretionary Portfolio Management
The portfolio manager is required to accept minimum INR 50 Lacs or securities having a minimum worth of INR 50 Lacs from the investor.
Our group companies distribute various PMS schemes. Here is the complete list we are currently managing.
| AMC | INVESTMENT APPROACH | CATEGORY | FUND MANAGER | RETURNS | AUM in {RS} {CR} | |||
| 1 Yr | 3 Yr | Since Incp. | Incp. Date | |||||
|
EQUITREE CAPITAL |
EMERGING OPPORTUNITIES |
SMALL CAP | MR. PAWAN BHARADDIA | 5.23% | 37.79% | 8.99% | OCT-17 | |
|
CARNELIAN ASSET MGMT. |
SHIFT STRATEGY | SMALL & MID CAP | MR. KUNAL SHAH | 0.57% | 30.61% | 35.52% | OCT-20 | |
|
CARNELIAN ASSET MGMT. |
CAPITAL COMPOUNDER | MULTI CAP | MR. KUNAL SHAH | 14.80% | 25.44% | 20.52% | JAN-21 | |
|
BONANZA PORTFOLIO |
AEGIS | MULTI CAP | MR. ACHIN GOEL | -7.88% | 22.06% | 23.00% | MAY-22 | |
|
CKREDENCE WEALTH |
ALL WEATHER FUND | FLEXICAP | MR. KARTIK MEHTA | 5.65% | 19.09% | 15.88% | JUN-21 | |
|
ABAKKUS ASSET MANAGERS |
EMERGING OPPORTUNITIES | SMALL & MID CAP | MR. SUNIL SINGHANIA | -2.58% | 26.18% | 30.25% | OCT-20 | |
|
RENAISSANCE INVESTMENT |
INDIANEXT PORTFOLIO | FLEXICAP | MR. PANKAJ MURARKA | -3.16% | 19.63% | 15.6% | APR-18 | |
|
BUOYANT CAPITAL |
OPPORTUNITIES | FLEXICAP | MR. SACHIN KHIVASARA | 15.22% | 24.86% | 22.18% | JUN-16 | |
|
2POINT |
LONG TERM VALUE | FLEXICAP | MR. AMIT MANTRI | 15.80% | 25.10% | 20.60% | JULY-16 | |
|
GREEN LANTERN |
GROWTH | SMALL & MID CAP | MR. ABHISHEK BHARDWAJ | 0.46% | 40.65% | 23.73% | DEC-17 | |
|
NEGEN CAPITAL |
SPECIAL SITUATIONS | FLEXICAP | MR. NEIL BAHAL | 4.92% | 26.53% | 18.76% | AUG-17 | |
|
ADITYA BIRLA SUN |
SELECT SECTOR PORTFOLIO | SMALL & MID CAP | MR. SAMEER NARAYAN | 7.35% | 25.64% | 17.32% | OCT-09 | |
|
WALLFORT PMS AND |
DIVERSIFIED | SMALL & MID CAP | MR. VIJAY BHARADIA | 11.34% | 45.70% | 26.61% | NOV-18 | |
|
ICICI PRUDENTIAL |
PIPE STRATEGY | SMALL & MID CAP | MR. ANAND SHAH | 3.08% | 27.32% | 27.43% | SEP-19 | |
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