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.
Fund Snapshot
| Parameter | Details |
| Fund Name | Anand Rathi Multi Strategy Fund |
| Fund Category | Category II Alternative Investment Fund (AIF) |
| Structure | Privately Pooled Investment Vehicle (Trust Setup) |
| Sponsor / Asset Manager | Anand Rathi Advisors Limited / Anand Rathi Group |
| Minimum Investment | ₹1 Crore (Standard SEBI Regulatory Minimum for AIFs) |
| Primary Target Market | High-Net-Worth Individuals (HNIs), Ultra-HNIs, and Family Offices |
Fund Purpose
The fund is established as a sophisticated, institutional-grade alternative vehicle operating within a Category II Alternative Investment Fund structure. The core objective of the vehicle is to aggregate private capital pools and strategically deploy them across multiple asset classes, private placements, unlisted equities, and structured transaction corridors. By avoiding rigid benchmark constraints, the fund aims to balance multi-year compounding targets with capital preservation filters, providing high-net-worth families and institutional allocators an insulated access route to alpha generation.
Fund Philosophy
Focus on Diversified Asset Allocation
Operating under a multi-strategy mandate, the fund category dictates a flexible allocation blueprint designed to actively spread portfolio risks across uncorrelated market opportunities. This systemic diversification dampens downward corporate cycles and flattens out structural macro shocks.
Blended Top-Down & Bottom-Up Architecture
Investment selection is driven by combining intense top-down macroeconomic tracking with exhaustive bottom-up corporate forensic accounting. The platform isolates structural sector tailwinds first, followed by strict equity-level vetting to back only fundamental category champions.
High Corporate Governance Underwriting
The selection thesis strictly prefers businesses displaying clean capital histories, operational scale, and stellar promoter integrity. Companies lacking long-term governance disclosures or carrying overly speculative balance sheets are directly removed from deployment lines.
Active Multi-Cycle Risk Management
Rather than relying on passive tracking indices, the portfolio team utilizes active adjustments and disciplined profit-realization thresholds. Asset allocation weights are dynamically shifted to defensive or growth orientations depending on changing broad market liquidity conditions.
Long-Term Compounding Focus
The pooling trust manages capital with a strict closed-ended multi-year horizon view, bypassing short-term public market volatility. This structural runway provides portfolio companies the necessary operational headroom to scale, implement structural updates, and engineer premium liquidity events.
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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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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The scheme is registered and functions as an approved Category II Alternative Investment Fund (AIF) under the statutory regulatory guidelines of the Securities and Exchange Board of India.
In absolute conformity with the alternative investment parameters enforced across India, the pooling vehicle mandates a minimum ticket floor of ₹1 Crore per individual investor.
By prioritizing allocations across unlisted setups, private credit blocks, and structured debt spaces, the fund removes its core assets from the daily emotional pricing swings of public stock indices.
Participation is restricted to sophisticated domestic investors, prominent family offices, corporate treasury boards, and Non-Resident Indians (NRIs) who clear rigorous KYC and accredited investor validation.
The vehicle undergoes structured independent audits, works alongside institutional custody networks, and runs under the complete operational oversight of Anand Rathi Group's internal risk committees.
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