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Bonanza Portfolio Limited – Portfolio Management Services (PMS)

Bonanza Portfolio Ltd. is a financial powerhouse established in 1994, which has rapidly developed into one of the largest financial services and broking houses in India with a Pan-India presence in over 700 and service in over 250+ cities across India. Today, Bonanza is the fastest-growing financial service provider with five mega group companies under its umbrella. Bonanza is one of the fastest-growing companies in the financial services space in India with a trust of more than 3 decades. Since its inception in 1994, Bonanza has been helping millions of investors easily navigate their investing journey. Bonanza offers 5 major PMS strategies – Aegis, Edge, Value, Growth and Multicap for its investors suiting different risk/reward appetite. Technology plays a crucial role in the whole process of fund management with fine-tuned decision making by the expert fund management team.

AUM (₹ Cr)

360.15

Clients

503

Strategies

6

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Bonanza Portfolio Limited Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Growth Mid & Large Cap 0.85% 13.15% 13.56% Apr 2010
Value Multi Cap & Flexi Cap -14.17% 17.18% 17.25% Sep 2011
Edge Multi Cap & Flexi Cap -8.31% 20.33% 28.27% Aug 2015
Aegis Multi Cap & Flexi Cap -18.50% 21.48% — May 2022
Multicap Multi Cap & Flexi Cap -14.44% 22.56% 26.80% Jul 2018

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

Alternative Investment Funds (AIF)

Bonanza Portfolio Limited Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Bonanza Opportunity Fund

Multi Asset — — — Aug 2025

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

Portfolio Managers & Fund Management Team

Mr Achin Goel

Fund Manager

Mr. Achin Goel serves as a Portfolio Manager at Bonanza Portfolio Ltd., where he oversees Portfolio Management Services (PMS) across various strategies, managing more than ?300 crores for high-net-worth individuals. With over 14 years of experience in senior roles across the capital markets, including personal finance, portfolio management, wealth management, algorithmic trading, broking services, insurance, and mutual funds, he brings a wealth of expertise to his role. Mr. Goel holds graduate and postgraduate degrees from ICT and Eastern Michigan University, respectively, and is a CFA charter holder, CFP, and has a PGDRM from the Institute of Insurance and Risk Management. He began his career by leading Bonanza’s online broking division for over five years before heading the company’s wealth management vertical. His current responsibilities involve managing diverse portfolio strategies within the PMS segment. Known for his strengths in portfolio management, financial planning, product expertise, leadership, and conflict resolution, Mr. Goel is dedicated to delivering industry-leading returns. He employs technology-driven solutions and relies on a dedicated research team to provide strategic, informed investment decisions and comprehensive client support.

Mr Puneet Kinra

AVP (Quant & Technical Systems)

Mr. Puneet Kinra serves as Assistant Vice President i.e. AVP (Quant & Technical Systems) at Bonanza Portfolio ltd, where he oversees Algorithmic Trading Strategies for Equity & Derivative markets.  With over 20+ years of experience in Research across Capital Markets including Algorithmic Trading , Portfolio Management & Retail Trading for Indices, stocks, Futures & Options.  He has expertized in both quantitative & Qualitative Research. He has excellent track record of generating consistent returns from market over the years. Apart from Equity market, He also has good command on Commodity Market, Forex Market and International Markets. For over a decade, Mr. Puneet Kinra has also provided expert market advice to various Business News Channels like Zee Business, CNBC AWAAZ, ET Now and various financial Newspapers like Economic Times, Business Standard and Financial Websites like Moneycontrol.com etc. He is best known for predicting major turning points in Equity market.

Interested in Bonanza Portfolio Limited?

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Regulatory Information

SEBI Registration: INP000000985

Registered Office: Bonanza Portfolio Limited Plot No. M-2, Cama Industrial Estate, Walbhat Road, Goregaon (East), Mumbai – 400063

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.

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