Piper Serica Advisors Pvt Ltd

Piper Serica Advisors Pvt Ltd

AUM (Cr.)


No. of Clients


No. of Strategy


As On

31 August 2021

Piper Serica Advisors Pvt. Ltd. provides Portfolio Management service. It has successfully developed the PiperSerica Leader Portfolio Strategy (TM). It is a top-down investment strategy. We identify sectors that will grow for next 15-20 years and then invest in the company with the highest market share and competitive strength in those sectors.We use the 5-Forces Porter Model to rigorously test the competitive strength of each of our portfolio companies on aregular basis. The result is a portfolio that is made up of the best companies and returns are steady and non-volatile.Some core portfolio holdings that have provided significant returns include HDFC Bank, Infoedge, Titan, ApolloHospitals, Bajaj Finance, Interglobe Aviation, Bata, Havells, Jubilant Foodworks, PVR, HDFC LIfe, HDFC AMC and ICICI Lombard.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Piper Serica - Leader Portfolio Strategy
MULTI CAP 64.44% 32.38% NA NA 24 Jun, 2019

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

Portfolio Manager Profile

Mr Abhay Agarwal

Mr Abhay Agarwal

Founder, Fund Manager

AMC Registered Address

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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.