AlfAccurate Advisors – Portfolio Management Services (PMS)

AlfAccurate Advisors (AAA) is recognized for its strategic allocation of capital to businesses exhibiting robust competitive advantages and significant expansion prospects. The primary objective is to generate consistent, risk-mitigated returns over extended periods. AAA's operational framework is anchored in the fundamental principle of wealth generation while maintaining controlled risk levels, emphasizing a dual focus on safeguarding invested capital and achieving capital growth. This core tenet is encapsulated in AAA's investment dictum: "Capital Preservation, Wealth Creation." The AAA Investment Team, drawing upon an aggregate professional tenure exceeding 140 years, exhibits a steadfast commitment to methodical execution, meticulous oversight, and a systematic investment process that has historically delivered favourable results. This disciplined operational ethos has been acknowledged through numerous industry commendations. AAA has received the Smart Money Managers Award on four separate occasions, securing 2nd rank in 2020, 3rd rank in 2021, 2nd rank in 2023, and 3rd rank in 2024. These rankings, reflecting 10-year performance across all segments on a risk-adjusted return basis, are based on data collated by PMS AIF World and subjected to analysis by the Indian Institute of Management Ahmedabad. Furthermore, AAA has been distinguished as the Best PMS Provider in India by APAC Insider and was featured among the 10 Most Promising PMS Service Providers by Silicon India Magazine in 2021.

AUM (₹ Cr)

3716.87

Clients

1777

Strategies

6

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

AlfAccurate Advisors Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
AAA IOP Multi Cap & Flexi Cap 3.60% 18.50% 17.95% Nov 2009
AAA Focus Plan Multi Cap & Flexi Cap 4.67% 14.60% 14.74% Nov 2014
AAA Budding Beasts Small & Mid Cap 2.38% 25.57% Jan 2021
AAA Shariah Multi Cap & Flexi Cap -6.43% 12.32% 13.56% Apr 2019
AAA Liquid Debt 4.88% 4.64% Jan 2021

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

Alternative Investment Funds (AIF)

AlfAccurate Advisors Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

AAA India Equity Fund

Multi Cap & Flexi Cap 2.52% May 2023

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

Portfolio Managers & Fund Management Team

Mr. Rajesh Kothari

Founder and Managing Director

Mr. Rajesh Kothari, Founder and Managing Director of AlfAccurate Advisors, is a distinguished leader in India's investment advisory sector. Possessing a CWA and an MBA, he brings over 27 years of extensive experience in Indian capital markets, having managed numerous investment initiatives at prominent financial institutions. AlfAccurate Advisors PMS has achieved a compounded annualized return of 18.6% since its establishment in 2009, a performance that ranks among the industry's highest. Prior to co-founding AlfAccurate Advisors, Mr. Kothari served as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund). During his five-year tenure, the firm's equity assets under management grew from USD 100 million to USD 1.5 billion. Under his management, the equity schemes consistently secured a first quartile ranking from CRISIL, a Standard & Poor's affiliate. This track record underscores his profound financial expertise and deep understanding of investment principles. Mr. Kothari has been recognized with multiple accolades for generating exceptional and sustained risk-adjusted returns. He was the recipient of the CRISIL Mutual Fund of the Year Award in 2006 for the DSP Merrill Lynch Equity Fund. Economic Times acknowledged him as a Platinum Fund Manager. Furthermore, the fund house received the Lipper India Fund award for Best Equity Fund Group for three consecutive years during his leadership. He was also honored with the CMA Young Achiever Award in 2014 by ICMAI. His thought leadership has been sought after at various international forums, including the Maharashtra Economic Summit, the Institute of Directors, the TradeTech Asia conference, and The World Council for Corporate Governance, where he has delivered keynote addresses. He has also been a featured guest speaker on prominent business television channels such as CNBC-TV18, ETNOW, and Bloomberg. Beyond his professional endeavors, Mr. Kothari actively contributes to the Arham Yuva Seva Group, a philanthropic organization dedicated to implementing impactful programs for the betterment of youth.

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Regulatory Information

SEBI Registration: INP000003419

Registered Office: 503, B Wing, Naman Midtown, Senapati Bhapat Marg, Elphinston Road, Mumbai 400 013, Maharashtra, India.

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.

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

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