Sharekhan PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: While its part of the well-established Sharekhan group, the Sharekhan PMS has neither the research, investment team or asset management pedigree required to develop a credible PMS business. Until this does not change, we do not recommend investments in Sharekhan 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 (97cr) | Promoter Category ()

PMS Background

Sharekhan PMS is the PMS arm of the Sharekhan group (a formidable retail broker, now owned by the BNP Paribas group). Originally founded by SSKI, Sharekhan was sold to BNP Paribas in 2016.

PMS Investment Philosophy

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

Inv Team

Investment Team

Gaurav Dua | 3-star rated FM

SPV, Head – Capital Market Strategy | 30 yrs Experience | 5 yrs at current firm

Past Experience: Head Research (Sharekhan), Senior Analyst (Anagram Securities)

Gaurav Dua comes with rich experience before and within Sharekhan. His experienced team of about 10-15 analysts with an average work experience of 8-10 years builds credibility to the PMS and the team’s analytical skills.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Sharekhan Prime Picks Flexi Cap GARP 38.8 18.4 16.5 14.4

Returns as of 31-May-24.

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Details shared above, are only a short-snapshot of the more detailed analysis that resides in IME’s Proprietary RMS (Research Management Solution).

The IME RMS is the first tool ever, to give investors direct access to the insights of the central research team. Investors gain direct access to our ratings, rating rationales & analysis across thousands of funds (MFs, PMSs, AIFs, Global funds), asset classes, categories & more.

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