Call Us:

+91 99300 02335

Mail Us:

info@unlistedtiger.com

PMS Rankings

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

  • Discretionary: Under these services, the choice, as well as the timings of the investment decisions, rest solely with the Portfolio Manager.
  • Non-Discretionary: Under these services, the portfolio manager will execute trades based on the client’s investment decision.

The portfolio manager is required to accept minimum INR 50 Lacs or securities having a minimum worth of INR 50 Lacs from the investor.

TOP PMS PERFORMERS

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
ADVISORS PVT LTD

EMERGING
OPPORTUNITIES
SMALL CAP MR. PAWAN BHARADDIA 5.23% 37.79% 8.99% OCT-17  

CARNELIAN ASSET MGMT.
& ADV. PVT LTD

SHIFT STRATEGY SMALL & MID CAP MR. KUNAL SHAH 0.57% 30.61% 35.52% OCT-20  

CARNELIAN ASSET MGMT.
& ADV. PVT LTD

CAPITAL COMPOUNDER MULTI CAP MR. KUNAL SHAH 14.80% 25.44% 20.52% JAN-21  

BONANZA PORTFOLIO
LTD

AEGIS MULTI CAP MR. ACHIN GOEL -7.88% 22.06% 23.00% MAY-22  

CKREDENCE WEALTH
MANAGEMENT PVT LTD

ALL WEATHER FUND FLEXICAP MR. KARTIK MEHTA 5.65% 19.09% 15.88% JUN-21  

ABAKKUS ASSET MANAGERS
PVT LTD

EMERGING OPPORTUNITIES SMALL & MID CAP MR. SUNIL SINGHANIA -2.58% 26.18% 30.25% OCT-20  

RENAISSANCE INVESTMENT
MANAGERS

INDIANEXT PORTFOLIO FLEXICAP MR. PANKAJ MURARKA -3.16% 19.63% 15.6% APR-18  

BUOYANT CAPITAL
PVT LTD

OPPORTUNITIES FLEXICAP MR. SACHIN KHIVASARA 15.22% 24.86% 22.18% JUN-16  

2POINT
2CAPITAL

LONG TERM VALUE FLEXICAP MR. AMIT MANTRI 15.80% 25.10% 20.60% JULY-16  

GREEN LANTERN
CAPITAL LLP

GROWTH SMALL & MID CAP MR. ABHISHEK BHARDWAJ 0.46% 40.65% 23.73% DEC-17  

NEGEN CAPITAL
SERVICES

SPECIAL SITUATIONS FLEXICAP MR. NEIL BAHAL 4.92% 26.53% 18.76% AUG-17  

ADITYA BIRLA SUN
LIFE AMC

SELECT SECTOR PORTFOLIO SMALL & MID CAP MR. SAMEER NARAYAN 7.35% 25.64% 17.32% OCT-09  

WALLFORT PMS AND
ADVISORY SERVICES LLP

DIVERSIFIED SMALL & MID CAP MR. VIJAY BHARADIA 11.34% 45.70% 26.61% NOV-18  

ICICI PRUDENTIAL
AMC LTD

PIPE STRATEGY SMALL & MID CAP MR. ANAND SHAH 3.08% 27.32% 27.43% SEP-19