Anand Rathi Advisors Ltd

Anand Rathi Advisors Ltd

AUM (Cr.)

1459.30

Clients

1528

Inv. Approach

5

As On Date

31 August 2025

Anand Rathi Advisors Ltd, a PMS service provider, is part of the Anand Rathi Group (ARG), which has over 25 years of experience in the financial services industry. ARG serves more than 400,000 clients, employs 2,500 professionals, and has a presence across 1,000 locations. The group operates in retail broking, franchise/channel partnerships, investment banking, and institutional equities. At Anand Rathi Advisors Ltd, we offer both discretionary and non-discretionary PMS solutions, tailored to meet diverse investor needs.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Impress PMS Multi Cap & Flexi Cap -3.01% 21.74% 20.25% 24.61% May 2017
MNC PMS Thematic -7.84% 10.73% 10.43% 15.10% Mar 2018
Decennium Opportunity Multi Cap & Flexi Cap -15.83% 8.40% 12.92% NA Nov 2021
Alpha 1 Multi Cap & Flexi Cap -5.04% 16.82% NA NA Mar 2023
Flexicap Strategy Multi Cap & Flexi Cap -4.57% NA NA NA Nov 2023

* Returns are as on 30th September 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 23rd March,2023 and Revised Annexure-1

Portfolio Managers

Mr Mayur Shah
Mr Mayur Shah

Assistant Vice President

Mr. Mayur Shah is a seasoned investment professional with over 20 years of experience in Investment Advisory, Product Development, and Portfolio Management. He is the Fund Manager for Portfolio Management Services (PMS) at Anand Rathi, having been a key member of the organization since 2007, with expertise spanning both the PMS division and Private Client Group Equity Advisory. Mr. Shah holds an MBA in Finance and is a Certified Financial Planner (CFP), underscoring his strong foundation in financial planning and investment management. He began his career in 2005 with Kotak Securities Ltd. as an Investment Advisor, gradually expanding his role to develop and manage equity products, which paved the way for his current portfolio and fund management responsibilities. Renowned for his strategic insight and client-focused approach, he is a trusted advisor to a diverse range of investors.

AMC Reg. Address

Express Zone A- Wing, 10Th Floor, Western Express Highway, Goregaon (East), Mumbai, Maharashtra, India-400063 SEBI Reg No.: INP000000282

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