About Company
Asit C. Mehta Investment Intermediates Ltd.
Asit C. Mehta Investment Intermediates Ltd. is part of the Mumbai-based Nucleus Group and is jointly promoted by market veterans Mr. Asit C. Mehta and Mrs. Deena A. Mehta. A highly trusted name in India in the financial services industry, ACMIIL is a reputed corporate member of the Bombay Stock Exchange (BSE) and the National Stock Exchange of India (NSE). ACMIIL is also a DP with the Central Depository of India (CDSL). Established in 1983, ACMIIL has become a go-to brand among online trading platforms. Over the past 39 years, ACMIIL has helped more than 2 lakh customers grow their money through a well-planned investment portfolio. ACMIIL strives hard to provide every Indian investor access to appropriate financial products, services, and solutions to maximize savings through well-diversified investment planning. ACMIIL offers a wide variety of financial services to support its customers.
Fund Snapshot
| Parameter | Details |
| Strategy Name | Ace Bespoke Portfolio |
| Asset Manager | Asit C. Mehta Investment Intermediates Ltd. (ACMIIL) |
| Category | Customized Multi-Asset / Equity PMS |
| Inception Date | November 23, 2021 |
| Benchmark | S&P BSE 500 TRI (Customizable based on equity mandates) |
| Portfolio Tailoring | Fully customized stock-level construction with variable concentration rules. |
| Minimum Investment | ₹50,00,000 (INR 50 Lakhs) statutory baseline; typical account sizes exceed ₹5 Crores. |
| Fee Structure | Tiered pricing based on assets under management (AUM); features tailored fixed or performance-linked structures. |
| Exit Load | Account-specific; typically 1.00% to 2.00% within the first 12–24 months. |
Investment Philosophy
Asit C. Mehta Investment Intermediates Ltd. follows a structured, disciplined investment philosophy focused on consistency, risk control, and long-term value creation:
- Research-Led Investment Approach
Decisions are driven by in-depth fundamental research, sector analysis, and continuous market tracking. - Balanced Growth Strategy
Focus on identifying fundamentally strong companies with sustainable growth potential and earnings visibility. - Valuation Conscious Investing
Investments are made with a margin of safety, ensuring attractive entry points and favorable risk-reward. - Diversified Portfolio Construction
Allocation across sectors, market caps, and asset classes to reduce concentration risk and enhance stability. - Risk Management Framework
Emphasis on capital protection through regular monitoring, predefined exit strategies, and disciplined rebalancing. - Combination of Top-Down & Bottom-Up
Integrates macroeconomic trends with stock-level insights to optimize investment decisions. - Technology-Enabled Execution
Leverages advanced platforms and analytics for efficient portfolio management and timely decision-making. - Long-Term Wealth Creation Focus
Encourages a disciplined, long-term approach to benefit from compounding and market cycles.
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
CA. Prathmesh Agrawal
Prathmesh Agrawal is a qualified Chartered Accountant and NISM-certified Portfolio Manager with over 15 years of experience in Indian Equities and the PMS industry. Before joining ACMIIL, he served as Vice President (Investments) at Enam Asset Management. His career also includes strategic roles at Varanium Capital, Religare, and Moody’s Analytics. At ACMIIL, he leads the investment strategy and risk management for the firm's Portfolio Management Services, focusing on alpha generation.
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While the portfolio is tailormade, it operates within strict risk guardrails unless specified otherwise by the client. The manager typically caps individual stock exposure at 10% of total portfolio value and restricts single-sector concentration to 25% to prevent unintended downside correlation.
The strategy tracks capital gains at the individual investor account level. By analyzing short-term and long-term capital gains nodes before the close of the financial year, the manager can selectively liquidate underperforming assets to offset gains, optimizing the investor’s net post-tax return.
Though SEBI mandates a ₹50 Lakhs entry floor for all PMS strategies, custom tailor-made accounts require structural scale. Spreading capital across a bespoke, diversified blueprint of 20 to 25 institutional-grade holdings requires larger capital pools to prevent fractional share execution bottlenecks and sub-optimal lot allocations.
Investors can opt for a flat management fee (typically ranging from 1.50% to 2.25% p.a.) or a lower base fee coupled with a performance sharing matrix (e.g., 1.00% base + 15% profits above a specified hurdle rate). This choice allows investors to align the fund’s total expense ratio with their market outperformance expectations.
While the default benchmark is the S&P BSE 500 TRI for pure equity setups, the manager can construct a hybrid, weighted benchmark if an investor's custom mandate includes a fixed-income or cash overlay. This ensures that the alpha metrics reported accurately reflect the custom risk parameters chosen by the client.