First Global Finance Pvt Ltd
AUM (Cr.)
331.53
No. of Clients
264
No. of Investment Approach
2
As On
30 June 2023
First Global is a premier global securities house, with presence in major markets like Asia, UK, US. First Global is known for its acclaimed stock research capabilities which have led it to making several seminal calls across asset classes, across decades of work. The prestigious Barrons magazine called First Global's US research "Credible...and often, much more than that". First Global services institutional and retail customers, as well as engage in large value, structured investment banking transactions.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
First Global - Indian Multi Asset |
MULTI ASSET | 18.04% | 8.60% | 17.74% | NA | 11 Feb, 2020 |
First Global - The India Super 50 |
MULTI CAP | 19.39% | 8.47% | 25.72% | NA | 11 Feb, 2020 |
* Returns are as on 31st August 2023, * 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 Devina Mehra
Co Founder & Fund Manager
AMC Registered Address
Ratnam Square, Plot No. 38/39, Sector 19/A, Vashi, New Mumbai-400 703, Maharashtra, India
SEBI Reg No : INP000006697
AMC Investor Login Link
Click here
AMC Website Link
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