About Company
Tata Asset Management Limited
Tata Asset Management Limited was founded in 1994 and has over 25 years of experience in investment management. Our roots may be traced back to the Tata Group, a well-known and internationally praised industrial conglomerate whose business philosophy has made our country and its people partners in the development of wealth. Among investors, colleagues, workers, and the community, our history inspires “trust.”Though a rich history is something to be proud of, we also want to ensure that legacy is carried on through a set of well-defined and time-tested worldwide business standards. As one of India’s premier investment managers, we recognise that wealth management is just as vital as wealth generation.
TATA PMS Emerging Opportunities
Fund Snapshot
| Year of Inception | 2006 |
| Number of Stocks | 25-35 |
| Investment Horizon | NA |
| Fund Managers | Danesh Mistry & Surjit Singh Arora |
Investment Philosophy
- Increase capital appreciation thus taking on a higher level of risk.
- Investment in new businesses that have a much greater opportunity range than they do now.
- Mid-cap stocks will make up the majority of the portfolio, with large-cap stocks accounting for up to 30% of the total.
Investment Approach- Invest in emerging firms with a considerably wider potential set than the present size to generate capital appreciation Portfolio would be mostly mid-cap orientated with up to 30% allocation to large-caps.
Unique Feature
Investing in emerging businesses
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Surjit Singh Arora
Surjit Singh Arora has over 13 years of equity analysis and fund management experience. He has done his graduation in Bachelors in Management studies from Sydenham Institute and Masters in Management Studies in Finance.
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