Anand Rathi Advisors Ltd

Anand Rathi Advisors Ltd. a PMS service provider is a part of Anand Rathi Group (ARG) which has completed 25 years in Financial Services Industry. ARG has more than 4 lakhs clients, 2500 employees and presence at 1000 locations. We have our presence in Retail Broking, Franchisee/ Channel Partner, Private Wealth Management where we have AUM of Rs. 20,000 Crores and Investment Banking and Institutional Equities. At Anand Rathi Advisors Ltd, we offer both discretionary and non-discretionary PMS.

Fund Managers

Mr Mayur Shah

Assistant Vice President

Mr. Mayur Shah is Fund Manager for PMS's run at Anand Rathi, he has done post graduation in MBA Finance and CFP. He has more than 15 years of rich experience in Investment advisory, Product Development and Portfolio Management. He had Started Career with ?Kotak Securities Ltd? in 2005 as an Investment Advisor subsequently got into developing Equity products and running the same. From last  13 years he is part of Anand Rathi  group and worked across Portfolio Management and Private Client Group Equity Advisory. Recently, the MNC fund being managed by him has been featured in top 3 pms based on 1 year performance  in economic times.


Strategy

Anand Rathi - Impress PMS - MULTI CAP

Focus on Return Optimization by investing in multicap portfolio of rising enterprises with sound corporate track record and sustainable business model keeping balance between value and growth strategy.

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Anand Rathi - MNC PMS - THEMATIC

Investments into listed companies in India in which the foreign shareholding is over 50% and/or the management control is bestowed In foreign company and/or the technological and managerial know-how brought in by foreign partner/investor.

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Anand Rathi - Portfolio Plus - MULTI CAP

The key objective is to deliver consistent return over the long term,from a portfolio of companies selected on basis of well defined objectives and good corporate track record.

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