Abans Investment Managers

Abans Investment Managers

AUM (Cr.)

148.55

No. of Clients

109

No. of Investment Approach

2

As On

30 November 2024

The Abans Group, founded by Abhishek Bansal, a new age-entrepreneur, in 2005, is an organization of creatively disruptive individuals who are observing, learning,and constantly reinventing common industry practices. As a team, they are aligned to the common goal of creating not just wealth,but bringing prosperity that empowers each of their stakeholders. Abans believe in the promise of technology and the power of processes and aspire to implement them in all that they do. Abans welcome challenges and are passionate about inspiring everyone associated with them.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Growth and Momentum
MULTI CAP 24.97% 24.14% 18.45% 25.06% Jan 2012
Smart Beta Portfolio
MID CAP 21.77% 27.37% 23.32% 20.69% Apr 2019

* Returns are as on  30th November 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr. Abhishek Bansal

Mr. Abhishek Bansal

Founder Chairman & Managing Director

A Masters of commerce from Mumbai university. He was awarded an Honorary Doctorate in 2017 by KEISIE University. Early in his teenage years, he developed a passion for the derivatives market. He was always keen to know the intricacies, the calculative angles, the whole mathematics and the dynamism associated with it, especially the concept of leverage. Driven by his passion and relentless pursuit of his goals, Mr. Bansal embarked on making his mark on the business spectrum in India through the rapid expansion of Abans Group. He is barely into his 30s, but has an uncanny ability to understand the various sectors of the financial markets. This has led to Abans Group successfully dealing in Equity Derivatives, Currencies, and Commodities across both the domestic and international markets. Today, Abans Group offers global financial services and solutions to its clientele in India, UAE, China, Hong Kong, Singapore, United Kingdom and Mauritius.
more
Mr. Bhavik Thakkar

Mr. Bhavik Thakkar

CEO - ABans Wealth & Investment Managers

A post graduate in Business Administration from S K School of Business Management (2001-03). He carries along with him at 17 years of work experience in the financial industries. With his previous company Standard chartered he performed in various roles. He started as senior investment advisor at standard and went to be become a Associate director and cluster head for wealth advisory. He was also a product manager for Alternate products at standard chartered for almost two year. Post which he went to become a Director & Head - Premium Business (Handling PMS & Private Banking business for Standard Chartered Securities (India) Ltd). He currently leads the Wealth & Investment Management business at Abans group of companies. He also been a part of various companies like Aditya Birla group, Kotak Mahindra Bank and Citi group.

more
Mr. Kaushik Dani

Mr. Kaushik Dani

Portfolio Manager

Kaushik has over 23 years of experience in Indian Capital Markets in the areas of Fund Management, Equity Research and  Portfolio Management. He has worked with some of the large Portfolio Management Companies in India including Reliance Wealth, Karvy, KR Choksey and Sharekhan. In his previous role he was a leading Portfolio Manager responsible for managing various discretionary strategies. The Midcap PMS Strategy there had a good track record of outperforming the benchmark Index over long periods. He has also worked with Mutual funds like Birla Sunlife Mutual Fund and Peerless Mutual Fund. At Peerless MF, he was the key Equity Fund Manager and also headed Equities. He has done his MBA in Finance from Canadian School of Management and Graduation from Mumbai University.

more
Mr. Mayank Mundhra

Mr. Mayank Mundhra

AVP – Risk Management

Mayank conceptualized and set up the Enterprise Risk Management desk at Abans based on his experience of over 11 years at industry leading firms. Having played multiple roles in risk management, credit research, and predictive modeling, Mayank believes that effective risk management is the most fundamental business enabler. An undergraduate degree holder in engineering, Mayank is also armed with a postgraduate degree in Finance from the Mumbai University.

more

Videos

Click here

Articles

NA

News

Click here

AMC Registered Address

36, 37, 38 A, 3Rd Floor, 227 Nariman Bhavan,Backbay Reclamation, Nariman Point,Mumbai,Maharashtra,India-400021
SEBI Reg No : INP000006484

AMC Investor Login Link

Click here

AMC Website Link

Click here

AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.