About Bonanza Portfolio Limited
Bonanza Portfolio Limited is a financial services company incorporated in 1993 and commenced operations in 1994. It is a SEBI-registered stockbroking institution and the flagship entity of the Bonanza Group, with activities spanning broking, merchant banking, portfolio management and related financial services.
Headquartered in Mumbai and New Delhi, Bonanza has a network of 700+ outlets across 250+ cities. The company provides services to both retail and institutional investors across multiple segments of the financial markets.
Bonanza's business approach places emphasis on customer service, technology and access to a broad range of financial products. Its offerings extend from market-linked services such as equity and derivatives broking to portfolio management, investment banking and distribution-led financial products.
For investors evaluating Bonanza Portfolio Limited PMS, the company operates a dedicated portfolio management business alongside its wider financial-services operations. Its PMS platform includes multiple equity strategies with different investment styles, allowing investors to examine individual mandates rather than treating Bonanza's PMS offering as a single strategy.
Key Business Verticals & Offerings
Bonanza Portfolio Limited operates across several financial-services verticals:
- Retail and institutional broking: Equity, futures and options, commodities and currency derivatives across exchanges including NSE, BSE, MCX and NCDEX.
- Merchant banking: Category I merchant banking services, including IPO-related and SME listing services.
- Portfolio management services: Discretionary PMS strategies covering different equity investment styles and approaches.
- Depository services: Depository participant services through NSDL and CDSL.
- Financial product distribution: Distribution of mutual funds, bonds, insurance and other investment products.
Bonanza's broader wealth-management platform also includes mutual fund portfolio management and alternative investment fund offerings.
Bonanza PMS Strategies
Bonanza's core PMS platform includes five established discretionary strategies: Aegis, Edge, Value, Growth and Multicap. The broad styles below are intended only as a high-level routing guide; individual strategy pages and their current documents should be reviewed for detailed mandates.
| Bonanza PMS Strategy | Broad Investment Style |
| Aegis | Fundamental and technical approach with a focus on quality growth, tactical and momentum opportunities, alongside risk management. |
| Edge | Mid- and small-cap oriented strategy focused on companies with earnings-growth potential and special opportunities. |
| Value | Value-oriented approach seeking companies perceived to be undervalued, with fundamental and growth characteristics. |
| Growth | Growth-oriented equity strategy using fundamental and technical analysis to identify companies with potential for long-term appreciation. |
| Multicap | GARP-oriented approach combining top-down and bottom-up research to identify reasonably valued businesses with growth potential. |
Bonanza's current PMS platform also lists Pulse as a strategy, but the five strategies above represent the core PMS family specified for this company page.
The strategies differ in their stock-selection frameworks and portfolio construction rather than representing different versions of the same investment mandate. Investors should review the individual strategy documents for the applicable minimum investment, fee structure, exit load, benchmark, risk factors and portfolio mandate.
Bonanza Portfolio Limited Regulatory and Industry Affiliations
Bonanza Portfolio Limited's regulatory and market affiliations include:
- SEBI — Securities and Exchange Board of India
- NSE — National Stock Exchange of India
- BSE — BSE Limited
- MCX — Multi Commodity Exchange of India
- NCDEX — National Commodity & Derivatives Exchange
- CDSL — Central Depository Services (India)
- NSDL — National Securities Depository
Registration Details
| Registration / Identifier | Details |
| Unified SEBI Registration | INZ000212137 |
| SEBI Depository Participant Registration | IN-DP-62-2015 |
| Portfolio Management Services Registration | INP000000985 |
| AMFI ARN | ARN-0186 |
| CIN | U65991DL1993PLC052280 |
| Research Analyst Registration | INH100001666 |
Bonanza's regulatory disclosures also identify Trupti Milind Khot as its Compliance Officer.
Bonanza Portfolio Limited Investment Team
Achin Goel
Achin Goel is the Fund Manager and Principal Officer for Bonanza's PMS business. He oversees the portfolio management function across the firm's PMS strategies.
He has more than 14 years of experience across capital markets, including portfolio management, wealth management, broking, algorithmic trading and related financial-services activities. His qualifications include CFA and CFP credentials, along with postgraduate education from the Institute of Insurance and Risk Management and Eastern Michigan University.
Before moving into the portfolio management function, Goel was involved in Bonanza's online broking business and subsequently headed its wealth-management vertical. His current role includes overseeing portfolio strategies and the research, technical and fundamental investment processes supporting Bonanza's PMS platform.
For investors specifically researching the fund manager, Achin Goel has a dedicated profile on ALTPORT.
Investors comparing the two can read ALTPORT's guide on PMS vs Mutual Funds.
Explore Bonanza PMS Strategies
Investors looking to examine individual Bonanza PMS strategies can explore the available products on ALTPORT. The product pages provide strategy-level information separately, allowing investors to review the applicable mandate, fund manager, benchmark, terms and other relevant details.
Explore Bonanza PMS Strategies
For questions about available products or documentation, investors can contact our investment team.
Manage By : Bonanza Portfolio Limited
