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SilverArch PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a Recommended AMC: SilverArch PMS is too young and sub-scale to recommend investments at this time. Also while Sanjeev Patni has a strong equities track record, his track record of managing public equities in a PMS format is still to be proven. The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.

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 (27cr) | Promoter Category ()

PMS Background

SilverArch PMS was founded in 2017 by Sanjeev Patni (a seasoned fund manager with 25 years+ experience in India & US equities).

PMS Investment Philosophy

Silverarch PMS does not have a clearly articulated PMS level investment philosophy.

Inv Team

Investment Team

Sanjeev Patni | 4-star rated FM

Fund Manager | 35 yrs Experience | 10 yrs at current firm

Past Experience: Director (RBS Markets and International Banking), Portfolio Manager (Zesiger Capital Group), Executive Director (ICICI Securities New York)

Sanjeev Patni is a CFA Charter holder with 3 decades of global and Indian investment management experience, which includes tenures at RBS, Zesiger & ICICI Securities.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
SilverArch Equity Large & Midcap GARP 50.3 24.2 25.9 16.2
SilverArch Mid & Small Cap Equity Mid & Smallcap GARP 39 23.4 26.6 14.9

Returns as of 30-Sep-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).

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