Shree Rama Managers LLP
AUM (Cr.)
215.70
No. of Clients
203
No. of Investment Approach
4
As On
30 November 2024
Shree Rama Managers LLP is a SEBI registered,Portfolio Management Service company whom investors can trust and work with assurance.Portfolio Management Services (PMS) is a customized investment service offered to HNIs with SEBI mandating a minimum investment of Rs 50 lakhs.Our Plans offer investors a robust, all- weather portfolio, combining dynamic asset allocation and efficient implementation of investment ideas.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Lakshmi Plan |
MULTI CAP | 22.41% | 29.88% | NA | NA | May 2022 |
Vriddhi Plan |
MULTI CAP | 17.53% | 26.73% | NA | NA | May 2022 |
Shree Wealth Builder Plan |
MULTI ASSET | 26.21% | 22.79% | NA | NA | Apr 2022 |
Shree Dynamic Plan |
MULTI ASSET | 13.17% | NA | NA | NA | Apr 2023 |
* 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. Abhishek Basumallick
Fund Manager
Mr Mohit Beriwala
Founder
Common Investment Philosophy
Our values and philosophies: · Ethical advice, always. · We manage your money with as much care as we would our own · Process beats talent every day. · Investing done right & watching grass grow, both are boring.
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AMC Registered Address
24 Sarat Bose Road,,4th Floor,,KOLKATA,,WEST BENGAL,INDIA,700020
SEBI Reg No : INP300007341
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.