Atlas Integrated Finance Limited

Atlas Integrated Finance Limited

AUM (Cr.)

67.25

Clients

21

Inv. Approach

3

As On Date

30 September 2025

Atlas Integrated Finance Ltd is a comprehensive broking house offering a wide range of financial products and services, including Equity, Derivatives, Mutual Funds, Debt Market instruments, and Portfolio Management Services. With a strong focus on building a robust secondary market ecosystem, Atlas provides a unified platform for diverse investment needs under one roof. Since its inception in 1994, the firm has established a legacy of trust and expertise in stock broking, serving an esteemed clientele comprising HNIs, Ultra-HNIs, Corporates, Banks, and FIIs. Backed by decades of experience and a client-centric approach, Atlas continues to deliver tailored financial solutions designed to meet the evolving demands of sophisticated investors.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Midcap PMS Fund Small & Mid Cap 0.76% 17.87% 12.70% NA May 2021
Multicap PMS Fund Multi Cap & Flexi Cap 0.36% 11.41% 9.93% NA May 2021
Debt Equity Hybrid PMS Fund Multi Cap & Flexi Cap -2.93% 23.84% 22.13% NA May 2021

* 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. Nilesh Shah
Mr. Nilesh Shah

Chairman & Managing Director

He is the Founder and Managing Director of Atlas Integrated Finance Ltd., bringing decades of leadership and vision to the company. A distinguished academic, he holds a B.E. in Electrical Engineering from V.J.T.I. and a Diploma in Advanced Management (D.A.M.) from Jamnalal Bajaj Institute of Management Studies. His strong technical background combined with strategic financial acumen has been instrumental in shaping Atlas into a trusted and diversified financial services firm.

AMC Reg. Address

34, B wing, 3rd Floor, Jayant Apartments, Prabhadevi Road, Prabhadevi , Mumbai – 400025. SEBI Reg No : INP000000530

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