Reliance Wealth Management Limited

Reliance Wealth Management, part of Reliance group is a 100% subsidiary of Reliance Capital Limited. An open architecture and multi-asset class platform offers bespoke integrated wealth solutions to UHNWIs, Family Offices and Institutions across India & Overseas. With over 16 years in business operations, the bouquet of our exclusive offerings covers the entire product spectrum including portfolio management services, investment advisory, wealth advisory, capital management and asset management amongst others. Our strong research team delivers highly personalized, research-driven expertise around wealth creation and help our clients to fulfil their financial ambitions.

Fund Managers

Mr. Varun Bang

Fund Manager, PMS

Varun Bang has more than 8 years of experience in equity research and fund management. He completed his Post Graduation in Finance and joined Pramerica Mutual Fund (US Prudential Group) in 2013 as a research analyst where he primarily tracked Cement, Healthcare and Agrochemicals. Since late 2017, he has been associated with Reliance Wealth PMS and has been actively involved in fund management. His pedigree lies in identifying good businesses early in the cycle which have turned out to be multi-baggers for PMS portfolios.

Mr. Vikas Rajpal

Fund Manager, PMS

Vikas Rajpal has close to 9 years of experience in the Capital Markets on sell and buy side equities. Having joined Reliance Wealth PMS in March 2020, he has been actively involved in fund management. He has evaluated varied investment opportunities across sectors and geographies in previous roles at leading broking houses and investment funds. In his previous stint with Karvy PMS, he was actively involved in managing equity PMS and generated decent returns for the clients. He has extensively tracked Automobiles, BFSI, FMCG and Specialty Chemicals previously. He has done his BE in Chemical Engineering from Mumbai University and is currently pursuing Executive MBA from NMIMS University.


Strategy

Reliance - Alpha Growth - MULTI CAP

A multi-cap aggressive investment option, which focuses more on the future growth potential of companies rather than only low valuation of stocks. The strategy is well balanced with LargeCap, MidCap & SmallCap allocation.

To Know the Strategy Performance Click Here ...

Reliance - Alpha Large Cap - LARGE CAP

An strategy with an objective to generate consistent and superior returns over a medium to long term by capitalizing on investment opportunities in the large cap space. Strategy is to generate consistent and superior returns by adopting a blend of bottom up and top down approach.

To Know the Strategy Performance Click Here ...

Reliance - EBOP - SMALL CAP

Strategy focuses on providing long term capital appreciation by investing predominantly in Small & Micro Cap companies. The bottom up approach employed in the strategy endeavours to select and invest in good quality, high growth companies at a reasonable price.

To Know the Strategy Performance Click Here ...

Reliance - Mint - MID CAP

Objective of the strategy is to generate superior returns over long term with a focused multi-cap portfolio. Portfolio Manager may take active cash & profit booking calls on the portfolio.

To Know the Strategy Performance Click Here ...

Copyright © 2021 PMS Bazaar. All Rights Reserved.