Unique Asset Management LLP
AUM (Cr.)
2645.65
No. of Clients
677
No. of Investment Approach
2
As On
31 October 2024
Unique Asset Management LLP (Unique) is a Mumbai based independent, boutique, partner-centric Portfolio Management Service (PMS) provider. It was co-founded by Sunil Kothari and Ketan Gopani. They both have over 3 decades of investing experience in public markets and are C.A. by qualification. Unique has an aligned interest with its investors as all of the fund manager’s wealth is invested in the same strategy, and money management is its sole business. It manages wealth for 200+ families. All research and investment decisions are made in-house by our fund manager and the investment management team (of three). We like to keep things simple by investing in businesses we understand while not overpaying for the same. We think of stock ownership as being (silent) partners with the management team and investing with a 3-5 years horizon. We build your portfolio as and when you are onboarded. It is tailored to your risk profile and prevailing market conditions. We only buy a stock when it is a good purchase for you and not because we have it in our portfolio earlier i.e., we do not follow model-portfolio based allocation.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Focused Fund |
FLEXICAP | 26.27% | 13.70% | 9.31% | NA | 16.61% |
Strategic Fund |
FLEXICAP | 44.47% | 46.74% | 34.63% | NA | 40.42% |
* Returns are as on 31st October 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. Ketan Gopani
Fund Manager, PMS
Mr. Sunil Kothari
Fund Manager, PMS
Videos
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Articles
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News
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AMC Registered Address
710/711 Skyline Wealth Space, Premier Road, Vidyavihar (W), Mumbai - 400086
SEBI Reg No : INP000006855
AMC Investor Login Link
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AMC Website Link
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AMC Social Media
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.