AlfAccurate Advisors – Portfolio Management Services (PMS)

AlfAccurate Advisors (AAA) is known for making prudent investments in companies with strong moats and high growth potential, aiming to deliver solid long-term, risk-adjusted returns. The firm is deeply committed to the principle of creating wealth at sustainable levels of risk—balancing capital preservation with capital appreciation. This belief forms the cornerstone of AAA’s investment philosophy: “Protect Capital, Create Wealth.” Backed by a combined experience of over 140 years, the AAA Investment Team demonstrates unwavering discipline, vigilance, and a process-driven approach that has consistently yielded rewarding outcomes. This disciplined culture has earned AAA multiple accolades. The firm has been honoured with the Smart Money Managers Award on four occasions—Rank 2 in 2020, Rank 3 in 2021, Rank 2 in 2023, and Rank 3 in 2024—for 10-year performance across all categories on a risk-adjusted return basis, according to data compiled by PMS AIF World and analysed by the Indian Institute of Management Ahmedabad. AAA has also been named the Best PMS Provider in India by APAC Insider and recognized as one of the 10 Most Promising PMS Service Providers by Silicon India Magazine in 2021.

AUM (₹ Cr)

3716.87

Clients

1777

Strategies

6

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

AlfAccurate Advisors Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
AAA IOP Multi Cap & Flexi Cap 3.60% 18.50% 17.95% Nov 2009
AAA Focus Plan Multi Cap & Flexi Cap 4.67% 14.60% 14.74% Nov 2014
AAA Budding Beasts Small & Mid Cap 2.38% 25.57% Jan 2021
AAA Shariah Multi Cap & Flexi Cap -6.43% 12.32% 13.56% Apr 2019
AAA Liquid Debt 4.88% 4.64% Jan 2021

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

AlfAccurate Advisors Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

AAA India Equity Fund

Multi Cap & Flexi Cap 2.52% May 2023

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Rajesh Kothari

Founder and Managing Director

Mr. Rajesh Kothari is the Founder and Managing Director of AlfAccurate Advisors which is one of the leading Investment Advisory firms in India. With a CWA and an MBA by qualification, he has a rich experience of more than 27+ years in the Indian Capital Markets and has handled several investment projects in premier investment institutions. AlfAccurate Advisors PMS has delivered 18.6% compounded annualized returns since its inception in 2009 by one of the highest in the industry.  During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st 'Quartile Ranking’  by CRISIL, a Standard & Poor’s affiliate. This is a testimony to his financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns. He won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. Economic Times rated him as a b Platinum Fund Manager. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. He is also honoured with CMA Young Achiever Award 2014 by ICMAI.  Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance. He has also invited a guest speaker on business channels like CNBC-TV18, ETNOW, and Bloomberg. Mr. Kothari is also actively involved with Arham Yuva Seva Group - a philanthropic initiative with several significant programmes for a better world for the youth.

Interested in AlfAccurate Advisors?

Get in touch with our investment advisors to learn more about AlfAccurate Advisors's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000003419

Registered Office: 503, B Wing, Naman Midtown, Senapati Bhapat Marg, Elphinston Road, Mumbai 400 013, Maharashtra, India.

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)