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Anand Rathi PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Despite being around for many years, Anand Rathi PMS has failed to scale or build a substantial name for itself in the PMS industry (despite being part of the larger Anand Rathi group). Without a highly seasoned fund manager or a clearly defined investment philosophy, we do not see any reason to recommend investments in Anand Rathi PMS.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (427cr) | Promoter Category ()

PMS Background

Anand Rathi PMS is the PMS arm of the Anand Rathi group (an established and well-respected equity broker, with growing investment banking & wealth management businesses).

PMS Investment Philosophy

Anand Rathi PMS does not have a PMS level investment philosophy, with philosophy being driven at a scheme level instead.

Inv Team

Investment Team

Mayur Shah | 2-star rated FM

Fund Manager | 19 yrs Experience | 18 yrs at current firm

Past Experience: AVP-PMS

Mr. Mayur Shah is Fund Manager for PMS’s run at Anand Rathi, he has done post graduation in MBA Finance and CFP. He has more than 15 years of rich experience in Investment advisory, Product Development and Portfolio Management. He had Started Career with Kotak Securities Ltd in 2005 as an Investment Advisor subsequently got into developing Equity products and running the same. From last 13 years he is part of Anand Rathi group and worked across Portfolio Management and Private Client Group Equity Advisory. Recently, the MNC fund being managed by him has been featured in top 3 pms based on 1 year performance in economic times.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Anand Rathi MNC Flexi Cap Thematic 34.4 17.5 23 16
Anand Rathi Impress Flexi Cap GARP 51 24.1 31.2 17.1

Returns as of 31-July-24.

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