Badjate Wealth Private Limited

AUM (Cr.)

176.42

Clients

153

Inv. Approach

As On Date

30 September 2025

Badjate Wealth Private Limited is the flagship company of the renowned Badjate Group, based in Nagpur. A pioneer in the financial services industry for over five decades, the company was founded in 1964 by Prof. Sir Shantilal Badjate with just a handful of investors. Today, it has grown into a trusted name serving more than 9,000 clients across India, reflecting its legacy of integrity, expertise, and long-standing commitment to wealth creation.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Multicap Fund	Small & Mid Cap	-11.35%	19.77%	26.42%	NA	Jul 2021
Growth Fund	Mid & Large Cap	NA	NA	NA	NA	May 2025

* 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 Anuj Badjate

Fund Manager

With over 30 years of experience in the equity business, he has been a pioneer in equity research and is credited with identifying several multi-bagger stocks. Guided by his philosophy of “Create Wealth, Not Just Profits,” he has inspired many investors through his disciplined and long-term approach. Beyond finance, he is also the promoter of Jain International School, Little Jewels Kindergarten, and SB Jain Institute of Technology, Management and Research in Nagpur. He holds an M.Com and an MBA from Nagpur University.

Badjate Wealth Private Limited

PMS Investments

Portfolio Managers

Mr Anuj Badjate

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