Bonanza Portfolio Limited

Bonanza Portfolio Limited

AUM (Cr.)

357.25

Clients

496

Inv. Approach

6

As On Date

30 September 2025

Bonanza Portfolio Ltd., established in 1994, is a leading financial services and broking powerhouse in India. Over the years, it has expanded its presence across more than 250 cities with over 700 service locations nationwide. With a legacy of trust spanning over three decades, Bonanza has grown into one of the fastest-evolving companies in the financial services sector, operating through five major group companies. Since its inception, the firm has been dedicated to helping millions of investors navigate their investment journeys with ease and confidence. Bonanza offers five distinct PMS strategies—Aegis, Edge, Value, Growth, and Multicap—designed to cater to varying risk and return profiles. Leveraging advanced technology and the expertise of its seasoned fund management team, Bonanza ensures precise decision-making and efficient portfolio management for its 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
Growth Mid & Large Cap -4.59% 11.62% 13.82% 15.84% Apr 2010
Value Multi Cap & Flexi Cap -10.08% 12.63% 18.07% 21.91% Sep 2011
Edge Multi Cap & Flexi Cap -12.64% 15.70% 24.26% 33.26% Aug 2015
Aegis Multi Cap & Flexi Cap -11.95% 15.35% 20.53% NA May 2022
Multicap Multi Cap & Flexi Cap -11.28% 12.66% 20.76% 30.03% Jul 2018

* 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

AIF Investments

AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Bonanza Opportunity Fund Multi Asset NA NA NA NA Aug 2025

* All performance above are as on 30th September 2025, * Above 1 year returns are in CAGR*

Portfolio Managers

Mr Achin Goel
Mr Achin Goel

Fund Manager

Mr. Achin Goel is a Portfolio Manager at Bonanza Portfolio Ltd., where he oversees Portfolio Management Services (PMS) across multiple strategies, managing assets of over ₹300 crores for high-net-worth individuals. With more than 14 years of experience in senior roles across the capital markets, his expertise spans personal finance, portfolio and wealth management, algorithmic trading, broking services, insurance, and mutual funds. He holds graduate and postgraduate degrees from ICT and Eastern Michigan University, respectively, along with professional qualifications as a CFA charterholder, CFP, and a PGDRM from the Institute of Insurance and Risk Management. Mr. Goel began his career by leading Bonanza’s online broking division for over five years before taking charge of the firm’s wealth management vertical. In his current role, he manages a range of PMS strategies, leveraging his strengths in portfolio management, financial planning, and product strategy. Known for his leadership and client-centric approach, he combines technology-driven insights with the expertise of a dedicated research team to deliver consistent, data-backed investment performance and comprehensive client support.

Mr Puneet Kinra
Mr Puneet Kinra

AVP (Quant & Technical Systems)

Mr. Puneet Kinra is the Assistant Vice President (Quant & Technical Systems) at Bonanza Portfolio Ltd., where he leads the development and execution of algorithmic trading strategies for both equity and derivative markets. With over 20 years of experience in capital market research, his expertise spans algorithmic trading, portfolio management, and retail trading across indices, stocks, futures, and options. Mr. Kinra possesses strong proficiency in both quantitative and qualitative research and has a proven track record of consistently generating superior market returns. In addition to his deep understanding of the equity markets, he also has significant expertise in commodities, forex, and international markets. Over the years, Mr. Kinra has been a regular contributor to leading business news channels such as Zee Business, CNBC Awaaz, and ET Now, as well as financial publications like The Economic Times, Business Standard, and Moneycontrol.com. He is widely recognized for his ability to identify and forecast key turning points in the equity markets.

AMC Reg. Address

Bonanza Portfolio Limited Plot No. M-2, Cama Industrial Estate, Walbhat Road, Goregaon (East), Mumbai – 400063 SEBI Reg No.: INP000000985

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