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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 | 33 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 30-Sep-24.

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