About Company
Angel One Investment Managers & Advisors Private Limited
Angel One Investment Managers & Advisors Private Limited is the high-net-worth wealth management and institutional portfolio division of Angel One Limited, a prominent financial technology house in India. Operating prominently through its specialized ultra-HNI wealth arm, Ionic Wealth, the company manages bespoke investment strategies for sophisticated investors and family offices. The institutional PMS setup shifts away from standard wealth models, building a tech-forward platform that pairs rigorous quantitative algorithms with multi-asset expertise. Focused on long-term capital protection and objective advisory, the firm runs structural, high-conviction strategies covering custom equities, international overlays, alternative spaces, and institutional funds.
Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Angel One Investment Managers & Advisors Private Limited |
| Strategy & Product Name | Equity (Equity, Mutual Fund, Others) |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 11/05/2026 |
| Fund Age | 1 Month |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
| Assets Under Management (AUM) | ₹1.59 CR |
Fund Purpose
The primary objective of the Ionic Vantage Portfolio is to generate sustainable, long-term capital appreciation by constructing a highly diversified, cost-effective, and market-cap agnostic portfolio of high-quality Indian equities. By remaining unconstrained by rigid company size limitations, the strategy actively captures evolving alpha opportunities across all market cycles, deploying a proprietary bottom-up research framework and a disciplined corporate governance process to safeguard investor capital while maximizing compounding efficiency.
Fund Philosophy
Unconstrained Market-Cap Agnostic Mandate
The strategy operates with total freedom across large, mid, and small-cap domains, allowing capital to rotate seamlessly toward the most compelling risk-reward opportunities regardless of company sizing definitions.
Proprietary Bottom-Up Valuation Framework
Portfolio construction relies heavily on an intensive, ground-up research model that evaluates individual company earnings trajectories, cash generation durability, and structural competitive moats rather than tracking macro-economic sentiment.
Cost-Effective Multi-Product Architecture
By combining direct equities, specialized mutual funds, and low-tracking-error institutional structures, the fund minimizes overall drag from transactions and operational friction, directly enhancing net returns for the investor.
High-Standard Corporate Governance Screening
The strategy applies a strict qualitative filter to eliminate companies with poor accounting standards, capital misallocation histories, or weak minority shareholder treatment, keeping the portfolio anchored only in high-integrity businesses.
Cycle-Resilient Diversification Guardrails
To prevent catastrophic drawdowns during sector-specific corrections, the fund builds structural diversification guidelines across disconnected economic sectors, balancing multi-cap volatility with steady wealth compounding.
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Ionic Vantage Portfolio
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Angel One Investment Managers & Advisors Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹4.65 | 1.03 | 5.02 | NA | NA | NA | NA | NA | NA | 3.87 |
| Benchmark | NA | -0.09 | 3.86 | NA | NA | NA | NA | NA | NA | 1.76 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Yajash Mehta
Yajash Mehta is the Principal Officer (PMS) and Lead Equity Specialist at Angel One Investment Managers & Advisors Private Limited, directing the asset monitoring and allocation frameworks for specialized portfolios like the Ionic Summit Portfolio - Equity. Backed by over eight years of capital markets experience running discretionary and non-discretionary PMS structures, Yajash possesses deep expertise in portfolio risk management, regulatory compliance, and multi-asset trading. He is a multi-certified financial professional, qualifying as a Chartered Accountant (CA), a Company Secretary (CS), and a CFA charterholder. His investment management style pairs rigorous accounting analysis with disciplined data frameworks, ensuring that the fund’s discretionary allocations remain anchored to liquid, fundamental assets while systematically containing downside risks.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
In alignment with the statutory baselines enforced by SEBI for all discretionary Portfolio Management Services (PMS) in India, investors must deploy a minimum initial capital amount of ₹5,000,000 (₹50 Lakhs) to subscribe to the Ionic Vantage Portfolio.
The "NA" (Not Available) designation indicates that the Ionic Vantage Portfolio offers customizable onboarding options. Depending on the customized plan selected, the exact pricing details—whether a flat fixed asset management fee or a performance-linked split—are defined explicitly within the private portfolio contract.
It means that the Ionic Vantage Portfolio is not restricted to investing only in large, mid, or small companies. The fund manager can shift capital weights dynamically into any size category based on where they see the highest conviction and value at any given point in the market cycle.
The Ionic Vantage Portfolio operates a blended multi-product equity framework. The portfolio manager can distribute assets across direct equities, passive and active mutual funds, and alternative equity structures classified under "others" to maximize cost efficiency.
The BSE 500 Total Returns Index (TRI) tracks the performance of the top 500 companies listed on the BSE, encompassing large, mid, and small-cap stocks alongside corporate dividend payouts. Because the Ionic Vantage Portfolio runs a multi-cap strategy across the entire equity spectrum, this broad index serves as the most accurate yardstick to measure its active alpha generation.
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