First Global Finance Pvt Ltd
AUM (Cr.)
472.89
No. of Clients
293
No. of Investment Approach
2
As On
30 November 2024
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 |
Indian Multi Asset |
MULTI ASSET | 16.52% | 18.45% | 12.62% | NA | Feb 2020 |
The India Super 50 |
MULTI CAP | 20.10% | 20.84% | 13.83% | NA | Feb 2020 |
* 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
Ms Devina Mehra
Co Founder & Fund Manager
Videos
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Articles
NA
News
NA
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
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AMC Website Link
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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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