Expert-managed portfolios tailored to your financial goals.
Invests across a wide spectrum of mutual fund schemes including equity funds (across market caps and styles), thematic/sectoral funds, commodity-related funds, global equity funds, close-ended equity funds, hybrid funds, balanced funds, and ETFs.
• Over 15 years of experience in Equity Markets\r\n• Proven ability to strategise and build new projects and s... • Over 15 years of experience in Equity Markets\r\n• Proven ability to strategise and build new projects and services (PMS, Electronic Trading Desk, CitynU.com)\r\n• Adroit at developing and strengthening relationships and trusted to successfully capture, maintain and retain critical clients.\r\n• Strong knowledge of Finanance and Marketing with Can-Do attitude.\r\n• An effective communicator with excellent organization and interpersonal skills. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -10.43% | -11.34% | 0.91% |
| 3 Months | -11.99% | -13.9% | 1.91% |
| 6 Months | -9.45% | -9.58% | 0.13% |
| 1 Year | -0.29% | -3.8% | 3.51% |
| 2 Year | 4.42% | 0.4% | 4.02% |
| 3 Year | 14.8% | 11.72% | 3.08% |
| 5 Year | 12.71% | 10.5% | 2.21% |
| Since Inception | 12.53% | 11.83% | 0.7% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.07% | 1.37% | -10.43% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.33% | 0.45% | -11.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.26% | 0.92% | 0.91% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -4.75% | -7.41% | 5.81% | 2.08% | 4.44% | 4.07% | -1.25% | -1.1% | 0.94% | 3.21% | 0.52% | -0.81% |
| Benchmark | -3.49% | -8.01% | 7.72% | 3.16% | 3.39% | 3.43% | -2.87% | -1.93% | 1.24% | 4.27% | 0.95% | -0.24% |
| Alpha | -1.26% | 0.6% | -1.91% | -1.08% | 1.05% | 0.64% | 1.62% | 0.83% | -0.3% | -1.06% | -0.43% | -0.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0% | 0.19% | 7.44% | 4.11% | 1.39% | 2.33% | -6.06% | 0.37% | 0.17% |
| Benchmark | -- | -- | -- | 3.43% | 0.61% | 6.87% | 4.32% | 0.77% | 2.05% | -5.58% | -0.03% | -1.5% |
| Alpha | -- | -- | -- | -3.43% | -0.42% | 0.57% | -0.21% | 0.62% | 0.28% | -0.48% | 0.4% | 1.67% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.9 | 9 | 8.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 8.4 | 7.8 | 8.3 | 8.5 | 8.7 | 9 | 8.9 | 8.8 | 8.9 | 9.2 | 9.2 | 9.2 |
| 2024 | -- | -- | -- | 8 | 8 | 8.6 | 9 | 9.1 | 9.3 | 8.8 | 8.8 | 8.8 |
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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Claude
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