AlfAccurate Advisors PMS is a well-regarded boutique portfolio management firm in India, known for its disciplined investment philosophy and long-term wealth creation approach. Founded in 2009 by seasoned fund manager Rajesh Kothari, the firm has built a strong reputation over more than 15 years by consistently delivering risk-adjusted returns and maintaining a research-driven investment process.
The core philosophy of AlfAccurate Advisors revolves around a simple yet powerful principle: “Protect Capital, Create Wealth.” This approach emphasizes capital preservation while aiming for sustainable growth over the long term. The firm follows a GARP (Growth at a Reasonable Price) strategy, combining growth investing with valuation discipline. Its proprietary “3M framework”—Market Size, Market Share, and Margin of Safety—helps identify high-quality companies with strong fundamentals, scalable opportunities, and reasonable valuations.
AlfAccurate PMS primarily invests in businesses that demonstrate strong competitive advantages, robust corporate governance, and consistent earnings growth potential. The portfolios are typically high-conviction and concentrated, focusing on companies with durable business models and long-term visibility. This approach is supported by deep fundamental research, a process-driven investment strategy, and continuous risk monitoring to navigate market volatility effectively.
As of early 2026, the firm manages assets exceeding ₹3,600 crore across multiple PMS strategies, including multi-cap, flexi-cap, small and mid-cap, and debt-oriented portfolios. Its diversified offerings cater to different investor risk appetites while maintaining a consistent focus on long-term alpha generation. Over time, AlfAccurate has also received industry recognition for its performance, including rankings for superior risk-adjusted returns.
What sets AlfAccurate Advisors apart is its experienced leadership and strong investment culture. The investment team brings decades of combined experience in Indian capital markets, enabling informed decision-making across market cycles. Their disciplined, research-backed approach and focus on quality businesses have helped the firm build credibility among high-net-worth investors seeking professional portfolio management.
Overall, AlfAccurate Advisors PMS stands out as a credible and performance-oriented investment manager that blends prudence with growth. Its emphasis on capital protection, structured investment frameworks, and consistent execution makes it a suitable choice for investors looking for long-term wealth creation through actively managed equity portfolios.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
| AAA IOP | Multi Cap & Flexi Cap | -0.73% | 17.34% | 16.33% | 21.43% | Nov 2009 |
| AAA Focus Plan | Multi Cap & Flexi Cap | -1.69% | 15.33% | 12.01% | 18.34% | Nov 2014 |
| AAA Budding Beasts | Small & Mid Cap | -3.44% | 20.67% | 23.52% | N/A | Jan 2021 |
| AAA Shariah | Multi Cap & Flexi Cap | -6.37% | 13.21% | 12.49% | 18.13% | Apr 2019 |
| AAA Liquid | Debt | 4.90% | 4.66% | 4.63% | N/A | Jan 2021 |
*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
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
| AAA India Equity Fund | Multi Cap & Flexi Cap | -3.25% | 18.53% | N/A | N/A | May 2023 |
*All performance above are as of 31st August 2025. *Above 1 year returns are in CAGR*
Founder and Managing Director
AlfAccurate Advisors, one of the top investment advisory firms in India, was founded and is run by Mr. Rajesh Kothari. With a CWA and an MBA under his belt, he has over 27 years of expertise in the Indian capital markets and has managed a number of investment projects at prestigious financial institutions. Among the highest in the business, AlfAccurate Advisors PMS has had compound annualized returns of 18.6% since its founding in 2009. He oversaw the growth of the equity assets under management at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund) from USD 100 million to USD 1.5 billion during his time there.
503, B Wing, Naman Midtown, Senapati Bhapat Marg, Elphinston Road, Mumbai 400 013, Maharashtra, India. SEBI Reg No.: INP000003419