Invesco Asset Management (I) Pvt Ltd

Invesco Asset Management (I) Pvt Ltd

AUM (Cr.)

19381.68

No. of Clients

778

No. of Investment Approach

4

As On

31 October 2024

Invesco Limited is an investment management firm delivering a world-class investment experience that helps investors get more out of it. Invesco Asset Management India Pvt Ltd With the decent average asset base stands at 15th largest Asset management company in India. Invesco Asset Management India Pvt Ltd wishes to serve the investment needs of domestic investors and global investors, individuals investors, corporate and institutions through portfolios management services. They have individually focused management teams to create optimum balance and desired results. Invesco Asset Management India Pvt Ltd is one of the world’s leading independent global investment management firm. Dedicated investment professionals located in 11 countries. Invesco Asset Management India Pvt Ltd equity investment philosophy is centered on generating capital appreciation for the investor. The primary goal is to provide capital appreciation, superior returns from the equity investments represented by a market index over the longer term horizon. Disciplined portfolio management approach with a combination of strong research and process will enable out performance of the market index over time.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
DAWN
THEMATIC 39.87% 24.89% 17.82% 20.13% 12.49%
RISE
THEMATIC 35.11% 27.12% 17.26% 21.81% 15.22%
Caterpillar
SMALL & MID CAP 48.36% 34.07% 20.54% 28.08% 13.28%
Challengers
MULTI CAP 45.04% 29.11% 17.09% NA 18.46%

* Returns are as on  31st October 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. Neelesh Dhamnaskar

Mr. Neelesh Dhamnaskar

Principal Officer & Portfolio manager

Neelesh has over 17 years’ experience in equity markets and financial services domain. Before joining the PMS division of Invesco, Neelesh was managing few equity funds, overseas fund of fund schemes of Invesco Mutual Fund as well as tracking few sectors as an analyst. He was previously working with Enam(now a part of Axis Bank) where he was tracking companies across sectors and assisting the PMS Fund Manager in his investment decisions. Prior to this, he was working with KRC, a domestic broking house in equity research and has also worked with Anand Rathi Securities Limited as a Commodities Research Analyst. Neelesh holds a Commerce degree and an MMS degree with specialization in Finance from Mumbai University

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Mr. Taher Badshah

Mr. Taher Badshah

Chief Investment Officer – Equities

Mr. Taher has over 23 years of experience in the Indian equity markets. In his role, Taher is responsible for the equity management function at the firm. Prior to Invesco Asset Management, Mr. Tahir was the head of Equities for Motilal Oswal Asset Management. In the past, he has also worked with companies like Kotak Mahindra Investment Advisors, ICICI Prudential Asset Management, Alliance Capital Asset Management, etc. Taher holds a Masters in Management Studies (MMS), with specialization in finance from S.P.Jain Institute of Management and a B.E. degree in Electronics from the University of Mumbai.

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AMC Registered Address

2101 A, 21St Floor, A Wing, Marathon Futurex,N. M. Joshi Marg, Lower Parel,Mumbai,Maharashtra,India-400013
SEBI Reg No : INP000005273

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Disclaimer & Risk Factors:

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.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.