Affluense AI AFFLUENSE

Asit C Mehta Investment Intermediates Ltd – Portfolio Management Services (PMS)

Asit C Mehta Investment Interrmrdiates Ltd (ACMIIL) backed by the Panotmath Group and the Asit & Deena Mehta family—is a prominent institutional brokerage firm offering a wide range of financial services including equities, commodities, forex, derivatives, depository services, mutual funds, and PMS. With a strong national footprint, the firm caters to over 2 lakh clients across 20+ states, collaborates with 350+ franchise partners, and holds empanelment with more than 70 institutions. Core Offerings: Institutional Brokerage: Equities, equity derivatives, commodities, forex, and debt instruments Retail & NRI Services: Trading platforms, mobile applications, algorithmic trading, and basket trading Portfolio Services: Portfolio Management Services (PMS), mutual funds, and advisory solution

AUM (₹ Cr)

173.53

Clients

205

Strategies

4

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Asit C Mehta Investment Intermediates Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
ACE - Multicap Multi Cap & Flexi Cap 8.17% 32.83% 28.89% Aug 2018
ACE Multi Asset Multi Asset 8.38% 29.88% 23.26% Oct 2018
Ace Ten Trillion Opportunities Small & Mid Cap 0.26% 27.62% 25.61% Dec 2017
ACE Blue-chip Multi Cap & Flexi Cap 12.35% 21.94% 20.70% Dec 2017

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

Portfolio Managers & Fund Management Team

CA. Prathmesh Agrawal

Fund Manager

Prathmesh Agrawal is an experienced Buy-side professional with over 13 years in the Listed Indian Public Equity markets, specializing in Portfolio Strategy, Risk Management, and Investment Analysis. Prior to joining ACMIIL, Prathmesh was Vice President (Investments) at ENAM Asset Management. His earlier stints include key roles at Varanium Capital, Religare Portfolio Managers and Moody’s Analytics, where he played a crucial role in Investment Strategy and Portfolio Management. Prathmesh is a Qualified Chartered Accountant and NISM XXIB Certified Portfolio Manager. His expertise spans across multiple business functions with a strong track record in Alpha Generation and Portfolio Optimization

Interested in Asit C Mehta Investment Intermediates Ltd?

Get in touch with our investment advisors to learn more about Asit C Mehta Investment Intermediates Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000005801

Registered Office: Nucleus House,Saki-Vihar Road,Andheri East,Mumbai,Maharashtra,India-400072

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Affluense AI – Smarter Insights. Stronger Relationships with Affluents.

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