Right Horizons – Portfolio Management Services (PMS)

Right Horizons is a leading name in Financial advisory with headquatere in Bangalore with branches in 8 major cities including Mumbai, Chennai and Hyderabad. From Investment advisory, financial planning to insurance and real estate, Right Horizons will take care of all your financial needs with great precision and care. Their contrarian approach coupled with a single focus on long term investments will ensure customers are provided with the most tax efficient and the best risk adjusted returns.

AUM (₹ Cr)

1410.85

Clients

648

Strategies

10

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Right Horizons Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Business Leader Large Cap -0.68% 15.52% 15.07% Nov 2012
Flexi Cap Multi Cap & Flexi Cap -7.52% 11.48% 15.43% Nov 2012
Super Value Mid Cap -9.82% 18.93% 22.83% Nov 2012
Perennial Multi Cap & Flexi Cap -16.42% 18.40% Apr 2021
All Seasons Multi Asset 10.37% 15.92% 15.12% Nov 2019
Super Value Aggressive Small Cap -13.65% May 2023
Alphabots India 100 Large Cap 9.81% Mar 2023
Alphabots India Largecap 30 Large Cap 3.63% Mar 2023
Alphabots Midcap 29 Mid Cap 1.92% Mar 2023
Alliance Multi Asset 4.01% 13.70% 12.14% Jul 2014

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

Portfolio Managers & Fund Management Team

Mr Anil Rego

Fund Manager

Anil Rego is the CEO and founder of Right Horizons, an end-to-end Investment advisory and wealth management firm. An MBA and CFA degree holder, Anil believes in the Contrarian approach of wealth management. His areas of expertise includes Corpus fund management, tax planning and end to end financial planning for both residents and NRI investors .Anil has worked for Wipro as Business Planning and Merger and Acquisition Manager before starting Right Horizons in October 2003. RightHorizons has branches across Bangalore, Mumbai, Chennai and Hyderabad.Anil has been a columnist in leading Indian newspapers. He also routinely answers queries in mainline publications and websites. He is also a Guest Lecturer with various business schools like ICFAI, ITM and Union Bank School of management. Anil has also served as member, Board of Governors, at IBSAF.

Mr Mukul Pal

Fund Manager

Born in New Delhi, Mukul Pal has spent the past 25 years developing quantitative investment strategies for active managers across the globe. He began his career at the Bombay Stock Exchange, supporting major Indian financial institutions, before expanding his advisory practice to Europe, where he worked with asset managers and the securities arms of global banks. Holding two master’s degrees—in finance and statistics—he also earned the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) designations. His significant contributions to financial technology have earned him recognition from MIT, and he has been invited to speak at prominent conferences worldwide, including the Princeton–Chicago Quant Conference. He has also played a pivotal role in bringing financial innovations to NASDAQ. Today, he leads a deep tech firm in Toronto, delivering advanced solutions that are designed to deliver alpha.

Mr Piyush Sharma

Fund Manager

Mr Piyush Sharma born and raised in India, is investment manager of Right Horizons Minerva Funds. Having spent time with Citigroup and Bombay Stock Exchange in India, he moved to United States in 2002, where he covered stocks within Business Services, Autos, Consumer Products and Financials with Sanford Bernstein, Longbow Research, and Avondale Partners, working in teams that received accolades from leading institutional research arbiters, including Institutional Investor (II) and Greenwich Associates. Piyush received an MBA from University of North Carolina at Chapel Hill, MS from MNNIT, and BS in Accounting from University of Allahabad.

Mr. Prabhat Ranjan

CFA – Co-Fund Manager

Investment Management professional with 7+ years of experience in equity and investment research. B.Tech from BVP, Pune and MBA from Delhi School of Economics. CFA charter holder from CFA Institute, USA

Mr Satwik Jain

Fund Manager

He is the Founder of generational capital, fund manager at Right Horizons Perennial Fund and Head of the Investment Committee at Generational Capital Bharat Breakout AIF. With a strong background in equities, alternative assets, and M&A, Satwik has held leadership roles at Client Associates and Deloitte & serves as a strategic investor at Bimaplus. Beyond his investment career, Satwik Jain co-founded fitnessholic.com, an aggregator platform for fitness centres. He pursued an MBA in finance &  marketing at IMT Ghaziabad while also being a professional golfer. Furthermore, he actively engages in various roles as a Venture Partner at Venture Catalysts, an angel investor, guest author, & panellist at international conferences & seminars.  Notably, he achieved his dream of financial freedom at the remarkable age of 26,  surpassing his initial goal of achieving it by age 30

Mr. Vijay Chauhan

Co-Fund Manager

Investment Management Professional with 5+ years of experience in equity research.  B.Tech from IIT and MBA from IIM.

Interested in Right Horizons?

Get in touch with our investment advisors to learn more about Right Horizons's portfolio management services and how they align with your investment goals.

Regulatory Information

Registered Office: #6, Arakere Village, Begur Hobli, South Taluk, B.G. Road, Bangalore – 560 076.

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