Prabhudas Lilladher
AUM (Cr.)
248.51
No. of Clients
222
No. of Investment Approach
3
As On
31 January 2024
Prabhudas Lilladher (PL) is a seven-decade old, leading financial services firm, Awarded ASIA’S most admired brand 2015 -16, offering a comprehensive gamut of financial advisory services in the Institutional and Retail domain.The firm was started in 1944 by Mr. Prabhudas Lilladher Sheth as a stock broking company and its success over the decades is based on strong adherence to ethics, uncompromising dedication to quality and an attitude of excellence which has been imbibed in their culture & helps guide them on an on-going basis. With a team of dedicated experts and nationwide distribution network of branches,franchisees and associates, PL draws on the deep domain knowledge developed by leveraging our research capabilities & close corporate interface with an aim of developing customized solutions that lead to high levels of customer satisfaction. PL mission is to help ‘power our clients financial growth’.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Multi Asset Dynamic Portfolio |
MULTI ASSET | 26.53% | 12.90% | NA | NA | 07 Jun, 2021 |
Aqua Strategy |
FLEXICAP | NA | NA | NA | NA | 12 Jun, 2023 |
Multi Asset Dynamic Portfolio Alpha |
MULTI ASSET | NA | NA | NA | NA | 21 Sep, 2023 |
* Returns are as on 31st March 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. Siddharth Vora
Head of Quant Investment Strategies & Fund Manager - PMS
AMC Registered Address
3Rd Floor, Sadhana House, 570, P.B.Marg, Behind Mahindra Towers, Worl,Mumbai,Maharashtra,India-400018
SEBI Reg No : INP000001231
AMC Investor Login Link
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AMC Website Link
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