About Company
Anand Rathi Advisors Limited
Anand Rathi Advisors Ltd. is a portfolio service provider (Discretionary and Non-discretionary PMS) arm of Anand Rathi Group (ARG), which has completed 27 years in Financial Services Industry. ARG has more than 4 lacs clients, 2500 employees and presence at 1000 locations. Offering services such as wealth management, Investment banking, Corporate Finance & Advisory, Brokerage & Distribution of Structured Products, Insurance, Corporate Deposits, Bonds & Loans etc.
Investment Philosophy
Anand Rathi Advisors follows a disciplined, research-backed investment philosophy centered on consistency, risk management, and long-term wealth creation:
- Research-Driven Investment Process Strong reliance on fundamental analysis, sector research, and macroeconomic insights.
- Focus on Risk-Adjusted Returns Aims to balance return generation with capital preservation across market cycles.
- Blend of Top-Down & Bottom-Up Combines macro trends with company-level research for informed investment decisions.
- Diversified Portfolio Construction Allocation across sectors, market caps, and asset classes to reduce concentration risk.
- Quality & Governance Focus Preference for companies with strong management, transparent governance, and sustainable business models.
- Active Portfolio Management Continuous monitoring and timely rebalancing based on market dynamics.
- Structured Risk Management Emphasis on downside protection through disciplined exit strategies and portfolio oversight.
- Long-Term Investment Horizon Focus on compounding wealth through a patient, long-term approach.
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Mr. Mayur Shah
With over 20 years of experience, Mr. Shah has been with the Anand Rathi Group since 2007. He oversees the firm's major PMS strategies, including the MNC Portfolio, Decennium Opportunity Portfolio, and Impress Portfolio. His expertise spans investment advisory, product development, and portfolio management. He holds an MBA in Finance and is a Certified Financial Planner (CFP).
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