Morningstar Investment Adviser India Pvt Ltd

Morningstar Investment Adviser India Pvt Ltd

AUM (Cr.)

47.02

No. of Clients

48

No. of Strategy

4

As On

31 May 2021

It started with an idea - one great idea from a 27-year-old stock analyst. Joe Mansueto thought it was unfair that people didn’t have access to the same information as financial professionals. So he hired a few people and set up shop in his apartment - to deliver investment research to everyone. We didn’t know then what the company would look like today, but we knew the commitment to our mission - to empower investor success - wouldn’t change. We’ve empowered investors all over the world, and we’re continuing to look for new ways to help people achieve financial security.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Morningstar - Active Balanced Portfolio
MULTI ASSET 26.21% 13.65% NA NA 24 Apr, 2019
Morningstar - Active Growth Portfolio
MULTI ASSET 36.81% 14.20% NA NA 25 Apr, 2019
Morningstar - Active Aggressive Portfolio
MULTI ASSET 46.65% 17.21% NA NA 18 Apr, 2019
Morningstar - Active Aggressive Plus Portfolio
MULTI ASSET 48.74% 17.86% NA NA 18 Apr, 2019

* All performance above are as on 30th Jun 2021  * Above 1 year returns are in CAGR 

Portfolio Manager Profile

Mr. Chintan Mehta

Mr. Chintan Mehta

Associate Director – Capital Markets & Asset Allocation

Mr. Dhaval Kapadia

Mr. Dhaval Kapadia

Fund Manager, PMS

AMC Registered Address

9Th Floor, Platinum Technopark,Plot No. 17/18, Sector 30A,Navi Mumbai,Thane,Maharashtra,India-400705
SEBI Reg No : INP000006156

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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.