SMC Global Securities Ltd

SMC Global Securities Ltd

AUM (Cr.)

138.43

No. of Clients

157

No. of Investment Approach

1

As On

30 November 2024

SMC Private Wealth is a premium vertical of SMC Global Securities Ltd, SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions. Its dedicated Wealth Managers develop personalized wealth management strategies for the clients by listening to them and understanding their financial needs and goals. The investment solutions at SMC cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Growth Strategy
MULTI CAP 24.63% 20.03% 16.95% 18.44% Oct 2019

* Returns are as on  30th November 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 Ayush Aggarwal

Mr Ayush Aggarwal

CIO & Fund Manager

 Mr. Ayush Aggarwal is a young and dynamic leader who has established himself as a visionary with a profound impact on the financial markets. He has been managing and heading the portfolio management activities at SMC Private Wealth, where he ensures that every SMC client benefits significantly from his practical and pragmatic views.

His MBA degree from SP Jain Institute of Management and Research, Mumbai has helped him in gaining an in-depth understanding of the various macro and micro factors driving the economy and financial markets. Mr. Aggarwal has developed a keen eye for identifying high growth as well as fundamentally strong companies. He has time and again addressed various platforms through his interviews and articles in various reputed media such as Economic Times, CNBC TV18, Zee News to name a few.

Under his able leadership, SMC’s SEBI registered PMS Growth scheme returned a CAGR of over 30% for the last three years as on 31st march 2023.

Other than his professional accomplishments, Mr. Aggarwal is also well known for his warm and approachable demeanor, making him a favorite among his colleagues and clients alike. He is always willing to go the extra mile to ensure his clients receive the best advice and support. His passion for his work is infectious, and he brings genuine enthusiasm and energy to everything he does.

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AMC Registered Address

11/6B, Shanti Chambers Pusa Road,New Delhi,National Capital Territory Of Delhi,India-110005
SEBI Reg No : INP000006703

AMC Investor Login Link

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AMC Website Link

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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.