Anand Rathi PMS or Portfolio Management – Returns, Charges, Support & more
One of the long-standing PMS houses in India, Anand Rathi PMS, was established in 1994. Anand Rathi founded the company and established its headquarters in Mumbai, Maharashtra.
This private firm garnered a lot of accolades from industry experts over the last 29 years and expanded its business internationally in Dubai.
Located in over 1,200 areas, the PMS house manages assets worth Rs. 790.27 crores of 500+ active clients. It offered an average one-year return of 25.87%.
Let’s read further to learn the ins and outs of the Anand Rathi Portfolio Management, from its perks and SWOT analysis to investment strategies, fund managers, and returns.
| Total AUM | Rs.790.27 Cr. |
| Avg. 1 Year Return | 25.87% |
| Active Clients | 681 |
| No. of Strategies | 5 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 30 Years |
Anand Rathi PMS - Company Overview
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Why Invest in Anand Rathi PMS?
Picking up an exemplary portfolio management service can be overwhelming, especially for beginners.
However, collaborating with a suitable PMS can make your investment portfolio management journey seamless.
One such firm that can help manage your portfolio efficiently is Anand Rathi Portfolio Management Services.
Keep reading to uncover the perks of choosing Anand Rathi PMS:
- The PMS house offers three investment strategies, including Impress PMS, MNC PMS, and Decennium Opportunity, allowing investors to invest in 18-19 stocks. All these investment approaches are managed by Mr. Mayur Shah, one of the industry’s best minds.
- Moreover, the firm delivered impressive returns on the investments made for different periods. The average one-year return was 25.87%, more than twice Nifty 50’s one-year return.
- If you want to try your luck in foreign stocks, you can do so with Anand Rathi PMS house, which offers NRI investment.
Anand Rathi Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
Regarding the Anand Rathi PMS Returns, the firm outperformed the benchmark index.
On comparing Anand Rathi PMS’ one-year return with the Nifty 50 one-year return, you can see that the former delivered a 25.87% return while the latter offered less than half, which is 10.74%.
In addition to a yearly return, Anand Rathi PMS surpassed Nifty 50 in three-year and five-year returns.
The PMS services of Anand Rathi delivered a 26.72% return on the investment made for three years and a 14.51% return on the investment made for five years.
Meanwhile, Nifty 50 offered a return of 26.72% on a three-year investment and an 11.52% return on a five-year investment.
Anand Rathi PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
The below-given section explains the information about the Anand Rathi PMS Commission, charges, or fees:
The first in the list is fixed fees you must pay annually as portfolio maintenance charges. The fixed cost for the investor is 2.5% of their fund value (AMC).
The good news is that there is no variable fee for maintaining a portfolio. Moreover, you don’t have to incur variable profit-sharing charges.
However, if you desire to redeem your investment portfolio from Anand Rathi PMS house, you must pay the pre-specified charges.
For instance, the exit load charges of withdrawing your portfolio within the first year are 2%, and within the second year, they are 1%.
You don’t have to pay exit load charges for withdrawing your investment portfolio within the third year.
Best Strategies by Anand Rathi Portfolio Management Services
Check out various strategies or Investment approaches provided by Anand Rathi Portfolio Managers.
| Strategy Name | Impress PMS | MNC PMS | Decennium Opportunity | Alpha 1 | Flexicap Strategy |
| Start Date | 31-May-17 | 28-Mar-18 | 12-Nov-21 | 1-Mar-23 | 27-Nov-23 |
| Category | Multi Cap | Thematic | Multi Cap | Flexicap | Flexicap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 19 | 18 | 18 | NA | NA |
| 1 Year Return | 41.92% | 25.99% | 48.39% | NA | NA |
| 3 Yr. Return | 28.61% | 18.28% | NA | NA | NA |
| 5 Yr. Return | 23.84% | 17.16% | NA | NA | NA |
| Fund Manager | Mr. Mayur Shah | Mr. Mayur Shah | Mr. Mayur Shah | NA | NA |
Heading to the Anand Rathi Portfolio Managers Strategy, you can invest in any of the following three strategies that the firm offers under its PMS category:
Impress PMS
Anand Rathi PMS introduced this investment strategy on 31 May 2017 for investors desiring to invest in the multi-cap segment. Moreover, the strategy tracks the S&P BSE 500 as its benchmark.
Although the total AUM is not disclosed, the strategy allows you to invest in 19 stocks. Mr. Mayur Shah manages the Impress PMS strategy and funds within the strategy.
As per the current figures, the investment strategy reaped 41.92% return on a 1-year investment, 28.61% return on a 3-year investment, and 23.84% return on a 5-year investment.
MNC PMS
Anand Rathi PMS introduced the MNC PMS investment strategy on 28 March 2018 for investors who want to invest in the thematic segment. Like the Impress PMS, this investment strategy tracks the S&P BSE 500 as its benchmark.
Although the total AUM is not disclosed, you can invest in 18 stocks under this investment approach. Mr. Mayur Shah will manage your investment portfolio under the MNC PMS strategy.
In the past year, the investment approach delivered 25.99% return on 1-year investment,18.28% return on 3-year investment, and 17.16% return on 5-year investment.
Decennium Opportunity
Introduced on 12 November 2021, Decennium Opportunity is the latest strategy ideal for investors wanting to invest their funds in the multi-cap segment.
The S&P 500 is selected as the benchmark for this approach. The company doesn’t disclose the AUM that it manages under Decennium Opportunity, but the strategy is spread across 18 stocks.
Portfolios managed by Mr. Mayur Shah, the investment approach delivered a 1-year return of 48.39%.
Top Fund Managers of Anand Rathi PMS
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In this section, you can learn about the Anand Rathi PMS Fund Managers who will help track, manage, and optimize your investment portfolio:
Mr. Mayur Shah
Mr Mayur Shah has been working with the Anand Rathi PMS for over 17 years and is the head fund manager at the firm.
With over 19 years of experience in product development, investment advisory, and portfolio management, Mayur Shah is an equity veteran.
He commenced his equity advisor journey with Kotak Securities as Assistant Manager and then moved to Anand Rathi PMS as Deputy Manager.
Over the years, he climbed the ladder of success. According to the Economic Times, he helped manage MNC funds, which ranked among the top 3 PMS based on one year of performance.
Currently, Mayur Shah is reported to manage assets worth 1,400 crores. His academic record shows that he completed B.com from Smt Mithibai Motiram Kundnani College of Commerce and Economics, Mumbai, and holds a post-graduation degree in MBA Finance from Mumbai University.
Anand Rathi Portfolio Managers SWOT Analysis
Here is the detailed SWOT Analysis on Anand Rathi Portfolio Management.
Strength
- The private PMS house works with exceptionally experienced fund managers and manages a portfolio of over 500 clients nationwide.
- Anand Rathi surpassed Nifty 50 in terms of 1-year, 2-year, and 3-year returns.
- It offers three cutting-edge investment approaches for investors desiring to invest in multi-cap and thematic segments.
- The company has immense brand value with nationwide recognition.
- It has an exceptional presence across India and Dubai.
Weakness
- The firm offers limited investment strategies.
- You can’t get a customized investment strategy.
- Investors are mandated to invest a minimum of 50 lakhs INR to avail of Anand Rathi PMS services.
Opportunities
- It can broaden its customer base by introducing more investment approaches.
- Increasing financial literacy in backward areas can help acquire more clients.
- Increasing potential in the equity market.
Threat
- Increasing job layoffs are lowering individuals’ investing capabilities.
- High inflation
- The investment market is becoming highly competitive and uncertain.
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Investment Facilities provided by Anand Rathi Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
As an investor, you can avail of the following Anand Rathi Portfolio Management Features:
Although you can’t ask for a custom strategy, Anand Rathi PMS allows you to switch from one investment approach to another.
However, you must pay 0.7% of your fund value to change the investment strategy. Moving to the best part, you can invest in the NRI stock options.
Discretionary and non-discretionary services are offered, and you can choose any of them at your convenience.
Lastly, you can withdraw your investment portfolio from Anand Rathi after paying 2% within the first year as an early exit charge.
Anand Rathi Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
These days, when customers expect them to be heard by the companies, no PMS can operate without offering exceptional customer support.
The same concept applies to the Anand Rathi Portfolio Management Services. So, the firm provides the following portfolio management support facilities:
- You can call a dedicated contact number to consult the company’s representatives for any query or problem.
- In addition to the call, email support is available for those who don’t prefer talking over a call.
- In this digital age, Anand Rathi PMS provides chat support to its clients.
- You can also access dedicated RM support and interact with your fund manager to learn the know-how of your investment portfolio.
- Furthermore, investors can expect their issues to be resolved within five working days.
Anand Rathi PMS Dashboard Link
Web Platform
Anand Rathi PMS Dashboard is explicitly designed for clients looking forward to availing of technologically supported portfolio management services.
Any registered client can quickly access the dashboard by clicking the link given in the table.
When navigating the dashboard, you can access multiple features to track and manage all your investments, charges you paid, and investment strategies.
Anand Rathi PMS Login
For an investor to receive the Anand Rathi PMS Login credentials, they must register with the PMS house and secure the approval mail.
Once you are registered and receive your user ID and password, enter these details to log in to the dashboard provided by Anand Rathi PMS.
All you need to do is click on the dashboard link in the table and enter your login credentials. After logging into the dashboard, you can view all your investment-related details.
Anand Rathi PMS Review or Ratings by Finec.in
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Anand Rathi Portfolio Management Services - SEBI Details
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How to Invest in Anand Rathi PMS?
Before you Invest in Anand Rathi Portfolio Management, consider checking the firm’s eligibility criteria.
Knowing the eligibility requirements beforehand will help determine whether you can collaborate with the PMS house. Anand Rathi PMS’ eligibility criteria is as follows:
- A prospect’s age must be 18 years.
- He can be Indian or NRI.
- The candidate must deposit at least 50 INR as an initial investment.
Once you know you can become a PMS client, fill in the ‘Invest in PMS Now!’ application form on this page.
Once you enter your details, the firm’s sales team will contact you to let you know the documents you must submit. Here is the list of documents that you must submit to Anand Rathi PMS:
- PMS agreement
- POA
- Demat Account
- PAN
- Address Proof
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Anand Rathi PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Anand Rathi Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
Anand Rathi PMS – Conclusion
Anand Rathi PMS is one of the long-standing veterans regarding PMS houses in India. The firm caters to over 500 clients and continues to attract more clients with its exceptional features and services.
Mr. Mayur Shah is the best mind you can work with to manage and optimize your investment portfolio. Moreover, the PMS house proved its supremacy by surpassing the Nifty 50 returns.
Investing with Anand Rathi PMS means cutting-edge investment approaches, experienced fund managers, and impressive returns.
FAQs on Anand Rathi Portfolio Managers
Check out various FAQs related to Anand Rathi Portfolio Management Services.
Which is the Best Strategy for Anand Rathi PMS?
Based on returns, Impress PMS is the best strategy for Anand Rathi PMS as it delivered a 33.69% return on a 1-year investment, 33.86% return on a 3-year investment, and 15.11% return on a 5-year investment.
What is the Minimum Investment in Anand Rathi PMS?
The minimum investment in Anand Rathi PMS is 50 lakhs INR.
What is the Return of Anand Rathi PMS?
With Anand Rathi PMS, investors earned an average 1-year return of 25.87%. Moreover, the 3-year return CAGR was 26.72%, and the 5-year return was 14.51%.
Is Anand Rathi Portfolio Management good?
Anand Rathi is a good portfolio management house that has been offering top-notch investment strategies and support for almost 29 years.
What is the fixed commission of Anand Rathi PMS?
The fixed commission of Anand Rathi PMS is 2.5% of fund value (AMC).
Is a Demat account mandatory for Anand Rathi Portfolio Managers?
You must set up a Demat account to work as Anand Rathi PMS’ portfolio manager.
What are the Exit Charges of Anand Rathi Portfolio Management?
To withdraw your investment portfolio from Anand Rathi PMS within the first year, you must pay 2%. In addition, the exit load charges for the second year are 1%.
Who are the current fund managers of Anand Rathi PMS?
Mr Mayur Shah is the current fund manager of Anand Rathi PMS.
What is the AUM of Anand Rathi Portfolio Management Service?
The AUM of Anand Rathi Portfolio Management Service is Rs. 524.04 crores.
Do Anand Rathi Portfolio Managers Charge Variable Commissions?
You don’t have to pay a variable commission when investing with Anand Rathi PMS.