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Avestha Fund Management LLP – Portfolio Management Services (PMS)

Avestha Fund Management Commenced operations on November 1st, 2017. Our investment objective is Long Term Wealth Creation through investment in quality stocks to capitalize on asymmetric risk-reward.Avestha Fund Management investment decisions will find principal basis in Balance sheet strength, Promoter history, Capital efficiency and Business Scalability/Growth runway. We have a concentrated portfolio of holdings,are not benchmarked and are focused on longer-term returns. We maintain a low fee structure and attract funds that are committed to harvesting long-run equity returns.Hence our churn is low and we do not trade opportunistically.

AUM (₹ Cr)

1409.62

Clients

237

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Avestha Fund Management LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Long Term Growth Multi Cap & Flexi Cap -1.73% 18.63% 23.76% Nov 2017

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

Portfolio Managers & Fund Management Team

Mr. Farokh Pandole

Founder and Portfolio Manager

Mr. Pandole graduated with Honors in Economics from Harvard College in 1992. He gained an MBA in Finance from The Wharton School in 1995. He is a former Junior National Squash Champion on multiple occasions and has represented India.Mr. Pandole was Vice-President and member of the core investment team at Alliance Capital Mutual Fund between 1995–2000, responsible for managing $250mn, including FII and MF assets. He also assumed an Asian Coverage Research role and provided investment inputs into Alliance-DLJ, a $100mn Private Equity Fund at the time.Mr. Pandole moved to the sell-side, from 2000-09 at Citigroup Global Markets, where he was Head of Indian Equity Distribution. Thereafter, Mr. Pandole was Director, Equity Sales at Bank of America-Merrill Lynch until 2013.Most recently he was an Equity Portfolio Manager at HDFC Life, generating substantial outperformance over benchmark.

Interested in Avestha Fund Management LLP?

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Regulatory Information

SEBI Registration: INP000005810

Registered Office: Ground Floor, Plot No. 25, Normandie Building, M L Dahanukar Marg, Carmichael Road, Cumballa Hill,Mumbai,Maharashtra,India-400026

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