ICICI Prudential AMC Ltd

ICICI Prudential Asset Management Company Ltd. is a leading asset management company (AMC) in the country focused on bridging the gap between savings & investments and creating long term wealth for investors through a range of simple and relevant investment solutions.The AMC is a joint venture between ICICI Bank, a well-known and trusted name in financial services in India and Prudential Plc, one of UK’s largest players in the financial services sectors. Throughout these years of the joint venture, the company has forged a position of pre-eminence in the Indian Mutual Fund industry. The AMC manages significant Assets under Management (AUM) in the mutual fund segment. The AMC also caters to Portfolio Management Services for investors, spread across the country, along with International Advisory Mandates for clients across international markets in asset classes like Debt, Equity and Real Estate. The AMC has witnessed substantial growth in scale; from 2 locations and 6 employees at the inception of the joint venture in 1998, to a current strength of 1926 employees with a reach across over 300 locations reaching out to an investor base of 6.2 million investors (as on September 30, 2020). The company’s growth momentum has been exponential and it has always focused on increasing accessibility for its investors. Driven by an entirely investor centric approach, the organization today is a suitable mix of investment expertise, resource bandwidth and process orientation. The AMC endeavors to simplify its investor’s journey to meet their financial goals, and give a good investor experience through innovation, consistency and sustained risk adjusted performance.

Fund Managers

Mr. Anand Sharma

Portfolio Manager - PMS

Mr. Anand joined IPAMC in April 2014. In his current role, Anand is a portfolio manager for two of IPAMC PMS Schemes - ICICI Prudential PMS Flexicap and ICICI Prudential PMS Wellness Portfolio.

He has covered pharmaceuticals, Healthcare, Metals, Mining, Sugar and Textiles space for research and has a total work experience of 7 years. Prior to joining IPAMC, he was associated with Oracle Financial Services Software Limited.

Anand completed his Masters in Management Studies (MMS) in Finance from K.J. Somaiya Institute of Management Studies and Research, Mumbai and B.Eng. (Computers) from Thadomal Shahani Engineering College, Mumbai.

Mr. Anand Sharma

Portfolio Manager - PMS

Mr. Anand Sharma joined ICICI Prudential AMC in April 2014. In his current role, Anand is a portfolio manager for multiple strategies of ICICI Prudential Portfolio Management Services. In the past, he has also covered Pharmaceuticals, Healthcare, Metals, Mining, Sugar and Textiles space as a Research Analyst. He has around a decade of total work experience, with 6 years as a part of ICICI Prudential AMC's Investment Team. Prior to joining the AMC, he was associated with Oracle Financial Services Software Limited. He has completed his Masters in Management Studies (MMS) in Finance from K.J. Somaiya Institute of Management Studies and Research, Mumbai and B.E. (Computers) from Thadomal Shahani Engineering College, Mumbai.

Mr. Parag N Thakkar

Portfolio Manager - PMS

Parag joined IPAMC in December 2016

Parag is a Portfolio Manager at IPAMC in the PMS department. He currently manages ICICI Prudential PMS Large Cap Portfolio, ICICI Prudential PMS Value Portfolio, ICICI Prudential PMS Absolute Return Portfolio, ICICI Prudential PMS Enterprising India Portfolio, ICICI Prudential PMS Enterprising India Portfolio –II and ICICI Prudential Flexi-cap schemes under thematic category in PMS segment.

He has an overall work experience of more than 14 years, having worked with Quant Capital, Brics Securities and Refco Sify Securities (Now Philips Capital). His previous stint has been with HDFC Securities where he worked as Head of Institutional Sales.

Parag is a commerce graduate from Jai Hind College, Mumbai.


Strategy

ICICI - Contra Portfolio - MULTI CAP

ICICI Contra Portfolio aims to provide long term capital appreciation and generate returns by investing in underperforming stocks or sectors, which are available at intrinsic valuations and are expected to perform well in the long run.Key Parameters such as ROE, ROCE, Market Cap by Cash Profit, P/E, Corporate Governance & Capital Allocation Track Record are used to determine investability.

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ICICI - Large Cap - LARGE CAP

ICICI LARGE CAP is a diversified equity portfolio that endeavours to achieve long term predominantly in large-cap companies with high conviction. ICICI large cap Portfolio seeks to achieve capital appreciation through investments in Indian companies or sectors with potential for growth. The Portfolio predominantly invests in companies that tend to grow earnings at a fast pace and prices reasonably

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ICICI - PIPE Portfolio - SMALL CAP

The Strategy intends to invest in companies with market capitalization less than the largest market capitalisation stock in S&P BSE Smallcap Index. The Strategy shall follow top down approach in sector selection and bottom up process for stock selection on the basis of 4 parameters: Business Models, Valuations, Sentiments, and Themes.

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ICICI - Value Portfolio - MULTI CAP

The core investment philosophy of value investing is based on the belief that stocks cannot continue to quote at values that are significantly below their fair values over the long term.The Portfolio aims to follow ‘buy and hold’ strategy in order to fully capitalize the true underlying value of the business potential which gets ‘unlocked’ over a period of time

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ICICI Prudential Long Short Fund – Series I - CAT - III

The Scheme aims to capture positive returns with lower volatility relative to a diversified equity market index.

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ICICI- Flexi Cap - MULTI CAP

– ICICI Flexi Cap Portfolio aims to maintain well diversified portfolio by investing in a basket of stocks across all market cap, without any undue concentration in any stock or sector. ICICI Flexi Cap Portfolio’s investment approach, based on valuation gaps between large, mid and small cap stocks, facilitates participation in India’s growth story and at the same time, benefits from diversification.

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