Expert-managed portfolios tailored to your financial goals.
We focus on identifying high-quality, industry-leading companies with sustainable growth potential. Our selection framework enables us to generate consistent capital appreciation and deliver superior long-term returns
Mr. Raghvendra Nath brings over 30 years of experience in capital markets and investment management. A CFA, MBA, and eng... Mr. Raghvendra Nath brings over 30 years of experience in capital markets and investment management. A CFA, MBA, and engineer, he has led esteemed organizations like Birla Sun Life Mutual Fund and Aditya Birla Money, creating differentiated investment strategies and asset allocation frameworks. Renowned for his analytical acumen and thought leadership, he is a respected voice in the Indian financial markets and a frequent presence in business media. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -11.53% | -11.37% | -0.16% |
| 3 Months | -22.05% | -13.94% | -8.11% |
| 6 Months | -19.87% | -9.62% | -10.25% |
| 1 Year | -11.16% | -3.12% | -8.04% |
| 2 Year | -3.69% | 1.32% | -5.01% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 3.26% | 11.01% | -7.75% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.5% | -- | -11.53% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -5.16% | -- | -0.16% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.62% | -9.28% | 6.64% | 4.74% | 3.28% | 2.81% | -0.8% | 1.52% | -1.01% | 3.78% | 1.24% | -2.16% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -7.17% | -3.49% | 0.33% | 1.56% | -0.26% | -0.87% | 1.91% | 3.27% | -2.25% | -0.49% | 0.28% | -1.92% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 2.75% | -1.56% | 6.85% | 6.33% | 1.89% | 1.36% | -3.16% | 0.88% | 0.77% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 1.51% | -1.59% | 0.08% | 2.33% | 0.53% | -0.92% | 2.96% | 1.14% | 2.79% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 101 | -- | 87.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 90.2 | 80.7 | 86.2 | 89.9 | 93.5 | 101.4 | 103.7 | 110.6 | 109.5 | 112.3 | 113.3 | 108.8 |
| 2024 | -- | -- | -- | 70.4 | 76.1 | 81.1 | 85.7 | 88.3 | 90.3 | 91.2 | 92.6 | 95 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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