Atlas Integrated Finance Pvt. Ltd. is a SEBI-registered Portfolio Management Services (PMS) provider and a well-established financial services firm based in Mumbai, India. Founded in 1996, the company operates as an integrated broking and investment house offering a wide range of financial solutions, including equity trading, derivatives, mutual funds, fixed income products, corporate advisory, and portfolio management services.
The PMS division of Atlas Integrated Finance focuses on managing customized investment portfolios for High Net-Worth Individuals (HNIs), Ultra HNIs, corporates, banks, and family offices. The firm follows a research-driven and disciplined investment approach, aiming to generate long-term wealth through fundamentally strong equity investments across market capitalizations. Its strategies typically include multi-cap, mid-cap, and hybrid equity allocations, designed to balance risk and return based on client objectives.
A key strength of Atlas PMS lies in its integrated financial ecosystem, which allows clients to access multiple investment products under one platform. This includes equities, debt instruments, mutual funds, and structured advisory solutions, making it a comprehensive wealth management partner. The firm emphasizes capital preservation, diversification, and long-term compounding, supported by in-depth market research and active portfolio monitoring.
Atlas Integrated Finance has been in the financial markets for decades and brings strong institutional experience in managing client wealth through different market cycles. Its PMS offerings are designed with a focus on transparency, regulatory compliance, and personalized service. Over the years, the company has built a reputation for catering to sophisticated investors who prefer a structured yet flexible investment strategy aligned with their financial goals.
Overall, Atlas Integrated Finance PMS positions itself as a boutique yet comprehensive portfolio management service that combines traditional investment discipline with modern financial insights. It is particularly suited for investors seeking professionally managed equity portfolios backed by an experienced advisory team and a diversified financial services platform.
| 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 of 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
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.
34, B wing, 3rd Floor, Jayant Apartments, Prabhadevi Road, Prabhadevi, Mumbai – 400025. SEBI Reg. No.: INP000000530