Moneylife Advisory Services Pvt Ltd

Moneylife Advisory Services Pvt Ltd

PMSBazaar

AUM (Cr.)

259.90

No. of Clients

152

No. of Investment Approach

2

As On

30 June 2025

Moneylife Advisory Services Private Limited has been founded by Mr. Debashis Basu and Mrs. Sucheta Dalal who bring a combined experience of 61 years of understanding business, regulatory and consumer, and investor issues.The company’s main objective is to provide value-added services to its clients which align with the client’s long-term goals of wealth creation. The company also wishes to leverage its research capabilities to provide Portfolio Management Services to generate long-term returns.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
MAS Prime
Multi Cap & Flexi Cap 7.13% 31.06% 28.04% 20.46% Dec 2019
MAS Growth
Multi Cap & Flexi Cap -0.40% 25.83% 25.82% 30.02% Dec 2019

* Returns are as on  30th June 2025, * 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

NA

Videos

NA

Articles

NA

News

NA

AMC Registered Address

Moneylife Advisory Services Pvt Ltd. Flat No. 201, Vinayak Angan, Old Prabhadevi Road, Prabhadevi, Mumbai 400025
SEBI Reg No : INP000006873

AMC Investor Login Link

Click here

AMC Website Link

Click here

AMC Social Media

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.