Bonanza Portfolio Ltd

Bonanza Portfolio Ltd

AUM (Cr.)

282.44

No. of Clients

339

No. of Investment Approach

5

As On

30 November 2024

Bonanza Portfolio Ltd. is a financial powerhouse established in 1994, which has rapidly developed into one of the largest financial services and broking houses in India with a Pan-India presence in over 700 outlets spanning 600 cities. Today, Bonanza is the fastest-growing financial service provider with five mega group companies under its umbrella. Bonanza is one of the fastest-growing companies in the financial services space in India with a trust of more than 3 decades. Since its inception in 1994, Bonanza has been helping millions of investors easily navigate their investing journey. Bonanza offers 5 major PMS strategies – Aegis, Edge, Value, Growth and Multicap for its investors suiting different risk/reward appetite. Technology plays a crucial role in the whole process of fund management with fine-tuned decision making by the expert fund management team

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Growth
LARGE & MID CAP 16.63% 17.52% 13.19% 17.88% Apr 2010
Value
MULTI CAP 37.88% 36.01% 24.51% 27.71% Sep 2011
Edge
MULTI CAP 32.17% 40.11% 32.30% 36.78% Aug 2015
Aegis
MULTI CAP 43.24% 41.98% NA NA May 2022
Multicap
MULTI CAP 26.83% 36.06% 30.00% 34.46% Jul 2018

* 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 Achin Goel

Mr Achin Goel

Fund Manager

Mr. Achin Goel serves as a Portfolio Manager at Bonanza Portfolio Ltd., where he oversees Portfolio Management Services (PMS) across various strategies, managing over 250 crores for high-net-worth individuals. With over 14 years of experience in senior roles across the capital markets, including personal finance, portfolio management, wealth management, algorithmic trading, broking services, insurance, and mutual funds, he brings a wealth of expertise to his role. Mr. Goel holds graduate and postgraduate degrees from ICT and Eastern Michigan University, respectively, and is a CFA charter holder, CFP, and has a PGDRM from the Institute of Insurance and Risk Management. 

He began his career by leading Bonanza’s online broking division for over five years before heading the company’s wealth management vertical. His current responsibilities involve managing diverse portfolio strategies within the PMS segment. Known for his strengths in portfolio management, financial planning, product expertise, leadership, and conflict resolution, Mr. Goel is dedicated to delivering industry-leading returns. He employs technology-driven solutions and relies on a dedicated research team to provide strategic, informed investment decisions and comprehensive client support.

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AMC Registered Address

Plot No. M-2, Cama Industrial Estate, Walbhat Road, Goregaon (East), Mumbai -400063
SEBI Reg No : INP000000985

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