Anand Rathi PMS or Portfolio Management – Performance, Cost, Support & more
Anand Rathi PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The Anand Rathi Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Anand Rathi PMS - Snapshot
Total AUM
1 Year Return
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Experience
Active Clients
Anand Rathi Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
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Star Rating
Overview of Anand Rathi Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Anand Rathi PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Anand Rathi PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
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Anand Rathi PMS Investment Strategies
| Strategy Name | Impress PMS | MNC PMS | Decennium Opportunity | Alpha 1 | Flexicap Strategy |
| Start Date | 31-May-17 | 28-Mar-18 | 12-Nov-21 | 01-Mar-23 | 27-Nov-23 |
| Category | Multi Cap | Thematic | Multi Cap | Flexi Cap | Flexi Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 19 | 18 | 18 | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 55.34% | 32.84% | 30.57% | 40.37% | NA |
| 3 Yr. Return | 22.07% | 13.58% | NA | NA | NA |
| 5 Yr. Return | 30.88% | 17.33% | NA | NA | NA |
| Fund Manager | Mr. Mayur Shah | Mr. Mayur Shah | Mr. Mayur Shah | Mr. Mayur Shah | Mr. Mayur Shah |
Top Portfolio Managers of Anand Rathi Portfolio Management Services
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Anand Rathi Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Anand Rathi Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Anand Rathi PMS - SEBI Details
SEBI Reg. No.
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Email ID
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Starting Date
Anand Rathi Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Anand Rathi Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Anand Rathi PMS Backoffice or Dashboard Link
Web Platform
