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Badjate Wealth Private Limited – Portfolio Management Services (PMS)

Established in 1964 by Prof. Sir Shantilal Badjate with an initial client base of 10-12 individuals, Badjate Wealth Private Limited serves as the holding entity for the distinguished Badjate Group. With a legacy spanning over fifty years, the firm has consistently been at the forefront of the financial services sector. Today, it caters to a diversified clientele exceeding 9,000 investors nationwide.

AUM (₹ Cr)

175.84

Clients

153

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Badjate Wealth Private Limited Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Multicap Fund Small & Mid Cap -15.71% 28.92% — Jul 2021
Growth Fund Mid & Large Cap — — — May 2025

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

Portfolio Managers & Fund Management Team

Mr Anuj Badjate

Fund Manager

With over three decades of dedicated involvement in the equity market, this individual has established a distinguished career. He is recognized as a trailblazer in equity research, credited with identifying numerous high-growth, multi-bagger investment opportunities. His investment philosophy centers on long-term wealth creation, encapsulated by his guiding principle, “Create Wealth, Not Just Profits.” Beyond his financial expertise, he plays a significant role in the educational sector, serving as a promoter for Jain International School, Little Jewels Kindergarten, and SB Jain Institute of Technology Management and Research in Nagpur. His academic credentials include an M.Com and an MBA from Nagpur University.

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Regulatory Information

SEBI Registration: INP000006527

Registered Office: 207, Mangalam arcade,2nd floor, above Venus book depot,nagpur,nagpur,maharashtra,india,440010

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