Affluense AI AFFLUENSE

Anand Rathi Advisors Ltd – Portfolio Management Services (PMS)

Anand Rathi Advisors Ltd., a provider of Portfolio Management Services (PMS), is an integral part of the Anand Rathi Group (ARG). ARG boasts a rich legacy of 25 years in the financial services sector. The group serves over 400,000 clients, employs a workforce of 2,500 individuals, and maintains a presence across 1,000 locations. ARG's diversified business interests encompass Retail Broking, Franchisee/Channel Partner services, Investment Banking, and Institutional Equities. Anand Rathi Advisors Ltd. provides both discretionary and non-discretionary PMS options to its clientele.

AUM (₹ Cr)

1483.14

Clients

1622

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Anand Rathi Advisors Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Impress PMS Multi Cap & Flexi Cap -9.81% 19.23% 21.46% May 2017
MNC PMS Thematic -4.31% 10.03% 11.52% Mar 2018
Decennium Opportunity Multi Cap & Flexi Cap -16.11% 12.00% — Nov 2021
Alpha 1 Multi Cap & Flexi Cap 2.36% — — Mar 2023
Flexicap Strategy Multi Cap & Flexi Cap 4.85% — — Nov 2023

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

Portfolio Managers & Fund Management Team

Mr Mayur Shah

Assistant Vice President

Mr. Mayur Shah brings over two decades of comprehensive experience in investment advisory, product innovation, and portfolio stewardship. As the current Fund Manager for Portfolio Management Services (PMS) at Anand Rathi, he has been a key contributor to the firm since 2007. His specialization encompasses both the PMS division and the Private Client Group's Equity Advisory arm. Mr. Shah's academic credentials include an MBA in Finance, complemented by a Certified Financial Planner (CFP) designation, underscoring his robust grounding in financial planning and investment management principles. He commenced his professional journey in 2005 at Kotak Securities Ltd., initially as an Investment Advisor. His responsibilities rapidly evolved to include the development and oversight of equity products, establishing a strong foundation for his subsequent portfolio and fund management responsibilities. Mr. Shah is distinguished by his strategic insights and a client-focused methodology in investment management, earning him recognition as a dependable advisor to a broad spectrum of clients.

Interested in Anand Rathi Advisors Ltd?

Get in touch with our partner to learn more about Anand Rathi Advisors Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000000282

Registered Office: Express Zone A- Wing, 10Th Floor,Western Express Highway, Goregaon (East),Mumbai,Maharashtra,India-400063

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.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

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)