Badjate Wealth Private Limited

Badjate Wealth PMS is a portfolio management service provider based in Nagpur, operating under the legacy-rich Badjate Group, which has been active in Indian financial markets since 1964. Originally founded by Prof. Sir Shantilal Badjate, the firm has evolved from a small investor base into a well-established wealth management platform serving thousands of clients across India. Today, the PMS business is led by experienced market professional Anuj Badjate, who brings decades of expertise in equity investing and portfolio strategy.

Badjate Wealth PMS focuses on delivering personalized investment solutions tailored to high-net-worth individuals (HNIs) and serious investors. The firm follows a discretionary portfolio management approach, where investment decisions are taken by the fund management team based on the client’s financial goals, risk tolerance, and time horizon. A minimum investment of ₹50 lakh, as mandated by SEBI for PMS, is required, making it suitable for investors seeking a more customized, concentrated portfolio than mutual funds offer.

The investment philosophy at Badjate Wealth revolves around long-term capital appreciation through disciplined, research-driven stock selection. The firm emphasizes a bottom-up approach, focusing on fundamentally strong businesses with sustainable growth potential, sound management, and attractive valuations. Its strategies, such as the Growth Fund and Multicap Fund, aim to balance stability and growth by investing across large-cap, mid-cap, and small-cap stocks depending on the mandate. The approach often follows a “growth at a reasonable price” (GARP) philosophy, combining valuation discipline with growth opportunities.

Risk management and portfolio diversification are integral to the firm’s strategy. Instead of timing the market, Badjate Wealth focuses on building diversified portfolios across sectors to mitigate downside risks while capturing long-term upside. The PMS also maintains transparency by providing investors with regular portfolio updates, performance reports, and online access to holdings.

In terms of scale, Badjate Wealth PMS manages assets of ₹140–170 crore across a relatively focused set of strategies, reflecting its boutique-style positioning in the PMS space. Performance has shown moderate returns in line with market conditions, with an emphasis on consistent, long-term wealth creation rather than short-term speculation.

Overall, Badjate Wealth PMS stands out as a research-oriented, client-focused portfolio manager with a strong legacy and disciplined investment framework. It is best suited for investors who value personalized portfolio management, are comfortable with market volatility, and are committed to a long-term investment horizon.