DRChoksey FinServ Private Ltd

DRChoksey FinServ Private Ltd

AUM (Cr.)

611.41

No. of Clients

105

No. of Investment Approach

1

As On

31 May 2024

History of DRChoksey Group: For over four decades, DRChoksey Group has been a leader in client investments and services. Founded by Deven Choksey, the group has expanded through DRChoksey Wealth, offering Wealth Management and Investment Advisory services to individual investors, HNIs, Family Offices, and Institutions. With a focus on higher returns, asset protection, retirement, and legacy planning, the team, led by Deven Choksey and other experts, ensures comprehensive wealth management. Major Events: A key milestone was the demerger of the KRChoksey group's broking and wealth management business, leading to the formation of DR Choksey Finserv and a streamlined focus on wealth management. Present Activities: Today, DRChoksey Group is a premier Wealth Management and Investment Advisory brand, serving a diverse clientele, including individual and institutional investors, family offices, and UHNIs. DCFPL, a SEBI-registered portfolio manager, offers tailored services to both residents and NRIs, ensuring high standards of service and trust.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Alpha Invest
MULTI CAP 35.12% 27.72% 17.31% 18.55% 21 Mar, 2007

* Returns are as on  30th June 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

Ms. Vaishali Pitale

Ms. Vaishali Pitale

Fund Manager, PMS

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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.

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