Anand Rathi Advisors Ltd – Portfolio Management Services (PMS)

Anand Rathi Advisors Ltd a PMS service provider is a part of Anand Rathi Group (ARG) which has completed 25 years in Financial Services Industry.ARG has more than 4 lakhs clients, 2500 employees and presence at 1000 locations. Presence in Retail Broking, Franchisee/ Channel Partner, Investment Banking and Institutional Equities.At Anand Rathi Advisors Ltd, offer both discretionary and non-discretionary PMS.

AUM (₹ Cr)

1483.14

Clients

1622

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Anand Rathi Advisors Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Impress PMS Multi Cap & Flexi Cap -9.81% 19.23% 21.46% May 2017
MNC PMS Thematic -4.31% 10.03% 11.52% Mar 2018
Decennium Opportunity Multi Cap & Flexi Cap -16.11% 12.00% Nov 2021
Alpha 1 Multi Cap & Flexi Cap 2.36% Mar 2023
Flexicap Strategy Multi Cap & Flexi Cap 4.85% Nov 2023

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

Portfolio Managers & Fund Management Team

Mr Mayur Shah

Assistant Vice President

Mr. Mayur Shah is a seasoned investment professional with over 20 years of extensive experience in Investment Advisory, Product Development, and Portfolio Management. He currently serves as the Fund Manager for Portfolio Management Services (PMS) at Anand Rathi, where he has been an integral part of the organization since 2007. His expertise spans both the Portfolio Management division and the Private Client Group Equity Advisory. Mr. Shah holds an MBA in Finance and is also a Certified Financial Planner (CFP), reflecting his strong academic and professional foundation in financial planning and investment management. He began his career in 2005 with Kotak Securities Ltd. as an Investment Advisor. His early work involved advising clients and soon expanded to developing and managing equity products—a trajectory that laid the groundwork for his later roles in portfolio and fund management. Throughout his career, Mr. Shah has been recognized for his strategic acumen and his client-centric approach to managing investments, making him a trusted advisor to a diverse clientele.

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Regulatory Information

SEBI Registration: INP000000282

Registered Office: Express Zone A- Wing, 10Th Floor,Western Express Highway, Goregaon (East),Mumbai,Maharashtra,India-400063

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