Accelt Asset  Management LLP

Accelt Asset Management LLP

AUM (Cr.)

8.29

Clients

9

Inv. Approach

1

As On Date

31 August 2025

Accelt Asset Management PMS (Portfolio Management Services) is an emerging wealth management solution in India designed for high-net-worth individuals (HNIs) and sophisticated investors seeking personalized investment strategies beyond conventional mutual funds. With a focus on disciplined portfolio construction, long-term wealth creation, and risk-adjusted returns, Accelt Asset Management PMS offers customized investment solutions tailored to each investor’s financial objectives, risk tolerance, and investment horizon.

Unlike pooled investment vehicles, Accelt PMS provides investors with direct ownership of securities in their own Demat accounts, ensuring greater transparency and control. This structure allows clients to monitor individual holdings, transactions, and portfolio performance in real time. The firm emphasizes a research-driven approach, combining fundamental analysis, market trends, and macroeconomic insights to identify quality investment opportunities across sectors.

Accelt Asset Management PMS typically focuses on equity and equity-related instruments, aiming to generate superior returns by investing in fundamentally strong businesses with sustainable growth potential. The investment philosophy often revolves around identifying undervalued companies, scalable business models, and sector leaders capable of delivering consistent earnings growth. Through active portfolio management, the fund managers regularly review and rebalance portfolios to align with changing market conditions and emerging opportunities.

One of the defining features of Accelt PMS is its personalized service model. Every portfolio is designed according to the client’s unique financial goals, whether wealth preservation, capital appreciation, or balanced growth. This bespoke approach ensures that investment decisions are not generic but strategically aligned with individual requirements.

Risk management is another crucial pillar of Accelt Asset Management PMS. The firm adopts diversification strategies, sector allocation controls, and regular performance assessments to mitigate downside risks while optimizing return potential. By balancing growth opportunities with prudent investment discipline, the PMS seeks to create sustainable long-term value for investors.

Additionally, investors benefit from dedicated relationship management, periodic portfolio reviews, and comprehensive reporting, which enhance communication and trust. Transparency in fees, investment rationale, and performance updates further strengthens investor confidence.

For investors looking for an alternative to traditional investment avenues, Accelt Asset Management PMS presents an attractive proposition. It combines professional expertise, personalized strategies, and active management to help clients navigate complex market environments effectively.

In summary, Accelt Asset Management PMS stands out as a professional portfolio management offering for investors seeking customized wealth creation solutions. Its emphasis on research-backed stock selection, direct ownership, tailored portfolio design, and disciplined risk management makes it a suitable choice for HNIs aiming to build and preserve wealth over the long term. As the Indian financial market evolves, such PMS offerings continue to gain traction among investors who value expertise, flexibility, and strategic portfolio oversight.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Long Term Equity Fund Multi Cap & Flexi Cap N/A N/A N/A N/A Nov 2024

*Returns are as of 31st August 2025. *Returns over a 1-year period are annualized. * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data), *NA (Not Applicable) *Returns of the respective benchmark indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1

Portfolio Managers

Mr Vaibhav Agarwal

Founder and Fund manager

Vaibhav Agarwal is the founder and portfolio manager at Accelt Asset Management LLP. He brings with him 15 years of investing experience. Vaibhav achieved financial independence at the age of 35. He has worked as head of research at Basant Maheshwari Wealth Advisers and also with Citibank, ICICI Bank and Aditya Birla Group. He is a Chartered Accountant, a CFA Charterholder from the CFA Institute (Virginia, USA), Company Secretary and has a master’s degree in finance along with NISM certification. He is an alumnus of St. Xavier’s College, Kolkata. Besides his passion for equity investing, Vaibhav likes to play lawn tennis and read books.

AMC Reg. Address

302, Kaveri Commercial CHS Ltd., Kaveri Building, Jagannath Mandir Road, Saki Naka, Mumbai 400072 SEBI Reg No.: INP000009010

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