Satco PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a Recommended AMC: While Satco PMS does have some interesting traits (an experienced fund manager & a strong longer-term track record), we are concerned about the lack of scale of their PMS offerings. The willingness of the promoters to continue to invest in the business & the ability to retain senior investment talent become concerns at these levels of scale.

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 (67cr) | Promoter Category ()

PMS Background

Satco PMS is the PMS arm of Satco Capital Markets (a mid-market brokerage house).

PMS Investment Philosophy

Satco PMS’s portfolio strategy revolves around having a concentrated portfolio (20-25 names), long holding periods, low portfolio churn and controlling losses using a disciplined stop loss approach.

Inv Team

Investment Team

Nitin Raheja | 3-star rated FM

Fund Manager | 32 yrs Experience

Past Experience: CIO (Dawnay Day AV), Fund Manager (Sun F&C Mutual Fund), Equity Analyst (Enam Securities)

Nitin Raheja has been associated with the Indian Capital Markets now for over 25 years, having worked for a range of established financial entities from Enam Securities as an Equity Analyst, with Sun F&C Mutual Fund as a Fund Manager managing the Balanced and Emerging Technologies Fund, and with Dawnay Day AV Financial Services as CRIO for their offshore fund and domestic PMS.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 28-Feb-24.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.