Basant Maheshwari Wealth Advisors
14 April, 2021
Funds managed Product name Style/ Factor Sector Licence Equity ? Multi-cap PMS About the AMC Basant Maheshwari Wealth Advisors was established on 30th July 2015 and registered under SEBI. The company offers Portfolio management service and Advisory service to investors. It is a SEBI registered portfolio management company (Sebi Registered Portfolio Managers – INP000004946) It
- Published in Dossiers on PMS AMC
Purnartha Investment Advisers
07 April, 2021
Funds managed Product name Style/ Factor Sector Licence Focused Equity Growth Multi-cap PMS Long-term Equity with Concentrated Portfolio Growth Multi-cap PMS Wealth Approach Growth Multi-cap PMS About the AMC The sanskrit mantra “ Vasudhaiva Kutumbakam ” is promoted by Purnartha Investment Advisors as their guiding philosophy. Translating the phrase as- what is good for me
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Tortoise Investment
22 June, 2020
Funds managed Fund name Asset Class License Tortoise Fund SEBI AIF Cat 3 About the AMC Incorporated on July 25th, 2018 There are 2 Directors/Signatories associated with Tortoise Investment Management Llp. They are: Sandeep Dipak Randery and Puja Sandeep Randery. No further information can be found. Investment Philosophy (for firm) First philosophy, then process if
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Invesco Asset Management PMS
20 June, 2020
Funds managed Fund name Asset Class License Large Cap Core Portfolio Equity Large cap PMS Panther Portfolio Equity PMS Leo Portfolio Equity PMS Caterpillar Portfolio Equity Mid & Small Cap Biased PMS Infrastructure Portfolio Equity (Infrastructure related) PMS Sector Opportunities Portfolio Equity (sector rotation) PMS Cash Management Portfolio Units of debt/ Liquid schemes PMS Active
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ICICI Prudential PMS
20 June, 2020
Funds managed Model portfolio Investment strategy License Large cap portfolio Large Cap- Growth PMS Flexi cap portfolio Multi-cap PMS Value portfolio Multi-cap with a bias towards Mid-Caps PMS Contra portfolio Contrarian PMS Infrastructure portfolio Large cap and mid cap- closed to subscription PMS Export portfolio Market cap agnostic- closed PMS Wellness portfolio Market cap agnostic-closed
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Unifi Capital
19 June, 2020
Funds managed Fund name Asset Class License Insider Shadow Fund(open for subscription) Long only equity (midcap) PMS BC-AD Fund(open for subscription) Long only equity (midcap) PMS Blended – Rangoli Fund(open for subscription) Long only equity (midcap) PMS Green Fund(closed for subscription) Long only equity PMS APJ 20 Fund(closed for subscription) Long only equity PMS Spin Off Fund(closed for
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Sameeksha Capital
19 June, 2020
Funds managed Fund name Asset Class License Sameeksha India Long Only Equity Fund Equity PMS Sameeksha India Long Biased Equity Fund Equity PMS About Sameeksha Capital is a SEBI registered PMS, founded by Bhavin Shah in April 2016. Eswar Menon, Fund Advisor The AUM of the Sameeksha Capital is about 267 crores. Sameeksha Capital Private
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Quest Investment Advisors
18 June, 2020
Funds managed Fund name Asset Class License Flagship Not Available PMS Multi Not Available PMS Focus Not Available PMS About Founded by Mr. Ajay Sheth in the late 1980s, they have been in the Indian capital markets for 3 decades. Their focus was initially on providing research in the small and midcap space to FIIs,
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Nine Rivers Capital
18 June, 2020
Funds managed Fund name Asset Class License Aurum Small Cap Opportunities Small Cap PMS About the AMC Nine Rivers Capital Holdings Private Limited is a Private incorporated on 01 November 2007. On the back of strong equity legacy, Nine Rivers Capital distinguishes itself as an asset management firm that exclusively focuses on small cap public
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Enam Asset Management
18 June, 2020
Funds managed Fund name Asset Class License ENAM India Core Equity (EICE) Portfolio Equity Concentratedlong only, high conviction portfolio PMS ENAM India Diversified Equity Advantage Portfolio (EIDEA) Diversified Equitylong only, high conviction portfolio PMS Strategies: Large Cap Strategy Diversified Strategy Small – Mid Cap Strategy About the AMC Establishment year- 1997 (Registered as Portfolio Manager
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Carnelian Asset Advisors
18 June, 2020
Funds managed Fund name Asset Class License Carnelian Capital Compounder Strategy Long only- multicap PMS Carnelian Capital Compounder Fund Hedge Fund SEBI AIF Cat 3 About the AMC Carnelian Asset Management, an investment management firm was founded by Vikas Khemani, Manoj Bahety, Sachin Jain, and Swati Khemani to pursue their passion towards investing in capital
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AccuraCap
18 June, 2020
Funds managed Fund name Asset Class License Alpha 10 Public Equities (Large Cap) PMS Pico Power Public Equities (Mid Cap) PMS Dynamo Alpha 10 Inception Date: 19 September 2011 Product Profile: The Investments under the strategy predominantly comprise of stocks having Larger Market Caps. The objective is to outperform the BSE 100 Index through constructing
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2point2 Capital
18 June, 2020
2Point2 Capital Advisors LLP is a SEBI registered Portfolio Management Services (PMS) provider (vide registration number INP000005190). About the AMC Co-founded in 2016 by Amit Mantri and Savi Jain. They were batchmates at IIT Kharagpur during graduation. The founders studied together at IIT Kharagpur more than a decade back. “2.2” is the length in kilometers
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Aequitas Investment
18 June, 2020
Aequitas is a SEBI registered Portfolio Management Service (PMS). About the AMC Neerav Shah (co-founder) and Siddhartha Bhaiya (co-founder) Something about the key fund manager eg where they worked before and where they studied Currently, Aequitas has around INR 10 billion assets under management and is poised for exponential growth in the years to come.
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Ask Investment Managers
18 June, 2020
Funds managed Model Portfolio Strategy License Growth Strategy Portfolio Multi-cap PMS Life Strategy Portfolio Multi-cap PMS Indian Entrepreneur Strategy Portfolio Multi-cap PMS Strategic Portfolio Multi-cap PMS India Select Portfolio Multi-cap PMS Domestic Resurgence Portfolio Multi-cap PMS About the AMC Ask Investment Managers Limited (ASKIM) is an asset and wealth management company. It was founded by
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Abakkus Asset Manager
17 June, 2020
Funds managed Fund name Asset Class License Abakkus Emerging Opportunities FundAbakkus Growth Fund Equity Hedge Fund SEBI AIF Cat 3 SEBI AIF Cat 3 About the AMC Abakkus Asset Manager LLP is an investment management company which was founded by Sunil Singhania in May 2018. Key staff : Sunil Singhania : Prior to Abakkus, in
- Published in Dossiers on PMS AMC