About Company
Prajana Advisors Private Limited
Prajana Advisors Private Limited is a sophisticated corporate investment management and financial advisory powerhouse focused on developing research-backed wealth solutions. Built on a foundation of data-centric portfolio design, the boutique institution specializes in designing dynamic factor-based allocation frameworks and systematic equity strategies for institutional investors, family offices, and high-net-worth clients. The organization focuses closely on building algorithmic, risk-managed products that substitute emotional human trade execution with mathematical rigor and deep fundamental insights. Backed by an experienced operational leadership framework, the firm is dedicated to navigating complex market microstructures, ensuring corporate governance transparency, and engineering resilient investment products optimized for persistent, multi-cycle wealth creation.
Fund Snapshot
| PMS Provider Name | Prajana Advisors Private Limited |
| Strategy & Product Name | Equity |
| Benchmark | Nifty 50 TRI |
| Date of Inception | November 14, 2025 |
| Fund Age | 7 Months |
| Minimum Investment | ₹50,000,000 (₹5 Crore) |
| Assets Under Management (AUM) | ₹0.00 CR |
| Fee Structure (Fixed/Variable) | NA |
| Exit Load | NA |
Fund Purpose
This strategy is designed specifically for high-net-worth individuals and institutional clients who prefer direct equity allocation. It aims to build a high-conviction portfolio by leveraging multi-factor models, primarily focusing on dual engines of momentum and value to capture market inefficiencies.
Fund Philosophy
Factor-Driven Architecture
The framework relies heavily on data-backed quantitative factors rather than purely subjective analysis. By focusing on variables like price momentum and valuation metrics, the strategy eliminates emotional bias and forces systematic execution.
High Conviction Layering
True to its name, the portfolio does not seek to mimic the benchmark through broad diversification. It concentrates capital into a select group of distinct equity positions where the mathematical factors show the strongest alignment.
Momentum Capture
The approach systematically identifies and rides prevailing market trends. By screening for stocks exhibiting strong relative structural strength against the broader index, it seeks to maximize returns during expansions.
Value Disciplined Anchoring
To mitigate the risks inherent in pure momentum strategies, a value overlay acts as a safety anchor. This prevents the system from blindly buying into overextended, fundamentally hollow bubbles by filtering for underlying intrinsic worth.
Dynamic Risk Balancing
Operating under a direct equity model requires tight risk parameters. The strategy continuously re-evaluates the interplay between value and momentum shifts, dynamically adjusting exposure to guard capital against sudden market trend reversals.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
PRAJANA HIGH CONVICTION
Benchmark: Nifty 50 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.
Prajana Advisors Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | NA | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | 0.00 |
| Benchmark | NA | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | 0.00 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Chetankumar Jagdishchandra Pandya
Chetankumar Jagdishchandra Pandya serves as the Managing Director, Principal Officer, and lead Fund Manager at Prajana Advisors Private Limited, bringing over 25 years of extensive professional track record across banking and investment management. An alumnus with an MBA in Finance and a certified Financial Risk Manager (FRM, GARP New York), Mr. Pandya has held senior institutional leadership roles at elite financial networks including ICICI Bank, Kotak Bank, Motilal Oswal, and the Royal Bank of Scotland (RBS). Known for his technical expertise in cross-asset allocation, data visualization, and behavioral finance frameworks, he pioneered the proprietary AVID model (Analytics, Visualization, Insights, and Decisions) to systematically separate volatility from real portfolio risk, emphasizing institutional simplicity and rigorous risk management.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The fund uses a high-conviction, factor-driven equity strategy to build a concentrated direct equity portfolio, combining momentum and value factors to outperform the Nifty 50 TRI.
With an inception date of November 14, 2025, the strategy is in its early operational stages. Initial capital deployment, regulatory reporting lags, and setup accounting often reflect an initial baseline AUM.
The minimum investment required to subscribe to this Portfolio Management Service strategy is ₹5,000,000 (which conforms to standard SEBI regulations for PMS entry thresholds).
Momentum seeks out stocks experiencing strong upward structural price movements, while value ensures the portfolio remains anchored in businesses with viable underlying fundamentals, creating a balanced, non-emotional investment cycle.
The specific fixed fees, variable performance fees, and exit load structures are currently categorized as "NA" in the baseline reporting disclosures. This generally indicates that terms are custom-structured or finalized directly within the client-side PMS agreement.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.