Dalal & BroachaPortfolio Managers Pvt. Ltd. (IM) is a 100% subsidiary of Dalal & BroachaStock Broking Pvt. Ltd. (The Sponsor).Dalal & Broacha was established in 1961 by Priyakant Dalal. Today, it has a successful track record of over 5 decades in the financial services business.Based in Mumbai, the firm is a Pan-India integrated financial services player offering a range of financial solutions and services to customers with varied needs ranging from Equity Advisory, Portfolio Management Services, Distribution (Mutual Funds & other 3rdParty Products) and Fixed Income Securities.The firm’s core investment philosophy is to take a long-term approach to investments, avoiding any kind of speculative risk taking, so as to protect our clients' capital and ensure steady growth at every opportunity.Currently D&B manages almost Rs.1850 Crores in Assets.
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| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Long Term Growth | Multi Cap & Flexi Cap | -4.88% | 19.23% | 14.39% | Aug 2007 |
Past performance is not indicative of future results. Returns are subject to market risks.
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| D and B India Opportunities Multi-cap Fund | Multi Cap & Flexi Cap | -4.39% | 17.72% | 12.57% | Dec 2019 |
AIF investments carry market risks. Please read scheme documents carefully.
Director & Senior Fund Manager
Dalal & Broacha's research department, comprising a team of six, was set up by this Chartered Accountant. He joined the firm over fifteen years ago after having spent a few years in corporate planning and financial management. He has an experience of more than 35 years in equities.
Fund Manager
An engineering and management graduate by qualification, Nawaz has been the Head of Research at IDBI MF before joining D&B in February 2019. He has an experience of more than 17 years in equities.
Get in touch with our investment advisors to learn more about Dalal and Broacha Stock Brocking Pvt Ltd's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000001975
Registered Office: 506 Maker Chambers V,221 Nariman Point,Mumbai,Maharashtra,India-400021
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
