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. Additionally, in our rating methodology, PMS firms which have discretionary equity assets of less than 100 cr are typically rated as 1-star, since these have not yet reached a level of sustenance scale. Once they cross this key number, we will reevaluate the rating

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 | 34 yrs Experience | 9 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 72.7 26.4 19.8 13.9
SilverArch Mid & Small Cap Equity Mid & Smallcap GARP 71.2 28.1 25 13.2

Returns as of 28-Feb-24.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

Our RMS allows us to operate with a level of transparency, ethics & consistency of insights, that is unparrarelled in the industry. Our RM’s will help showcase the PMS/AIF options that are the most suited for your unique requirements.

Download Sample RMS Reports: AMC View | Scheme Comparison

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.