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.
Anand Rathi Advisors Impress PMS
Fund Snapshot
| Year of Inception | 2017 |
| Number of Stocks | 18-20 |
| Investment Horizon | Long Term |
| Fund Managers | Mayur Shah |
Investment Philosophy
Focus on Return Optimization by investing in multicap portfolio of growing enterprises with sound corporate track record and sustainable business.
Investment Approach Philosophy
- Multicap growing company with a very good business model
- Healthy corporate governance & balance sheet
- Profit booking & rebalancing
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Impress Portfolio
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Anand Rathi Advisors Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹851.69 | 4.85 | 29.97 | 11.52 | -0.24 | 5.01 | 18.95 | 22.48 | 17.48 | 14.36 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 13.09 |
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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