Right Horizons PMS is headquartered in Bangalore and has branches in all four major cities in Hyderabad, Mumbai and Chennai.

The company strive hard to provide a complete solution for wealth management solutions and help people build their wealth from their strategies.

They have more than 400 active clients working with them and an AUM of 846.64 Cr.

Right Horizons Portfolio Management has over two decades of experience and applies five strategies to help people optimize their money. Let’s look at a detailed review of Right Horizons.

Total AUM Rs.1,224.52 Cr.
Avg. 1 Year Return 26.23%
Active Clients 578
No. of Strategies 6
Minimum Investment Rs.50 Lakh
Experience 21 Years

Right Horizons PMS - Company Overview


Portfolio Management

Organization Type


Head Office

Bangalore, Karnataka


Mr Anil Francis Rego & Mrs Rachna Rego

Founded In (year)


Why Invest in Right Horizons PMS?

Although many PMS service providers offer PMS services, having experience 20 years of the Right Horizons is offering excellent and quality services to investors.

Look at the key reasons you should invest in Right Horizons Portfolio Management Services.

Right Horizons has more than 400 active clients enrolled. Their AUM is 849.64 Cr, and they are a big group functioning well in financial markets.

The Right Horizons Supervalue Strategy secured the 3rd position on PMS Bazaar for its 5-year performance among strategies with over a decade of existence.

Mrs. Rachna Rego and Mr. Anil Francis Rego founded the organization in 2003, with an experienced team working alongside them.

Supervalue and Flexi Cap are the best strategies to help their clients achieve their desired wealth. Also, their one-year returns are 26.23%.

Right Horizons 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


To know about the Right Horizons PMS returns, we will compare them with the NSE benchmarks.

For the first year, the return or performance for Right Horizons was 26.23%, and for the NSE benchmark, it is 10.74%.

For the third year, the performance or return for Right Horizons is 32.35%, and for the Nifty 50 benchmark, the three-year return is 20.15%.

If you want long-term wealth creation, you should know about Right Horizons’s five-year performance, which is 16.05%.

On comparing it with the Nifty 50, five-year returns are just 11.56%. We can see that Right Horizons surpasses all the Nifty 50 benchmarks and is a much better option.

Right Horizons PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year


Exit Load 2nd Year


Exit Load 3rd Year


This section will inform us about the Right Horizons PMS commission or fees. The Fund House charges 2.5% of the fund value for the fixed costs.

Their variable AMC is 1.25% of the fund value. The profit sharing percentage varies; for instance, if the investor makes more than 10% profit, the variable profit sharing will be 15%.

If you invest in any PMS services, you should know that the exit load is critical. The exit load for the first year with Right Horizons is 2.00%, for the second year, it is 1.00%, and for the third year, it is 0.

You can plan your investment accordingly now.

Best Strategies by Right Horizons Portfolio Management Services

Check out various strategies or Investment approaches provided by Right Horizons Portfolio Managers.

Strategy Name India Business Leader Flexi Cap Super Value Perennial All Seasons Super Value Aggressive
Start Date 15-Nov-12 29-Nov-12 30-Nov-12 01-Apr-21 22-Nov-19 31-Mar-23
Category Large Cap Multi Cap Mid Cap Multi Cap Multi Asset Small Cap
Benchmark Nifty 50 S&P BSE 500 S&P BSE 500 S&P BSE 500 NSE Multi Asset Index 2 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 24 27 28 Not Disclosed Not Disclosed Not Disclosed
1 Year Return 33.40% 37.70% 40.60% 59.26% 26.73% NA
3 Yr. Return 20.00% 26.76% 38.81% NA 17.56% NA
5 Yr. Return 16.96% 21.27% 27.93% NA NA NA
Fund Manager Mr. Anil Rego Mr. Anil Rego Mr. Anil Rego Mr. Anil Rego Mr. Anil Rego Mr. Prabhat Ranjan

You should know their strategies for investing in Right Horizons PMS services. Right Horizons, Portfolio Managers Strategy uses five strategies; let us know about them in detail.

Indian Business Leader

Introduced on 15th November 2012, the strategy caters to the large-cap category. It takes Nifty 50 as its benchmark and is the first category launched by Right Horizons.

The broker keeps the net AUM undisclosed, and the India Business Leader strategy targets 24 stocks.

The investor has received 33.40% of returns if they have invested for a year and 20.00% if they have invested for 3 years.

If the investor has invested for five years, they incur a return of 16.96%. Mr Anil Rego is the fund manager of the India Business Leader strategy of Right Horizons.

Knowing all the credentials, you can decide the strategy for your investment.

Flexi Cap

This is the second strategy for Right Horizons, which was launched on 29th November 2012. The plan targets the multi-cap category of stocks and works on about 27 stocks to receive the desired returns.

The benchmark taken for Flexi Cap is the S&P BSE 500. The company didn’t disclose the value of AUM for the strategy.

The first year of returns brought by the approach is 37.70%; for a three-year investment, the performance will be 26.76%, and for a five-year investment, the performance will be 21.27%.

Mr Anil Rego is known to be the Fund manager of the Flexi cap.

Super Value

The third strategy launched by Right Horizons is the Super value, which was introduced on 30th November 2012.

The strategy caters to the Midcap category of the stocks and works on 28 stocks for the required returns. The benchmark taken for the Super Value strategy is the S&P BSE 500.

Super Value strategy does not disclose the AUM. The return accounted for the first year if the investment is 40.60%, for a three-year investment is 38.81%, and for a five-year investment is 27.93%.

For the Super Value strategy, Mr. Anil Rego acts as the company’s fund manager.


Perennial was launched on 1st April 2021 and caters to the multi-cap category of stocks. The benchmark taken by Perennial strategy is the S&P BSE 500.

Also, the strategy does not disclose the AUM and the number of stocks targeted. For the first year of investment, the returns are 59.26%. For the fund manager, Mr. Anil Rego works as their fund manager.

All Seasons

All Seasons strategy was introduced on the 22nd of November 2019. This strategy targets the Multi-asset category of stocks.

The benchmark taken by the All Seasons strategy is the NSE Multi Asset Index 2. The company is not disclosing AUM and the number of stocks.

The first-year return for the strategy is 19.34%. For the three-year investment, the strategy brings 19.20% of returns. Mr Anil Rego is known to be their fund manager.

Top Fund Managers of Right Horizons PMS


Mr. Anil Rego


Mr. Piyush Sharma







The Right Horizons PMS fund manager helps investors make the right decisions for their future. Here is a quick description of Right Horizons PMS fund managers.

Mr. Anil Rego

He is an investment professional, an author and an entrepreneur. Mr. Anil Rego started Right Horizons and is the fund manager for all strategies.

He has previously worked with Wipro Technologies. in its finance department on completion of an MBA/CFA from ICFAI.

Respected and well-known in the finance sector, Mr. Anil Rego is frequently invited by many media channels like CNBC TV18 and ET Now.

Mr Piyush Sharma

He is taking care of the Right Horizons Minerva funds. He has previously worked for the Bombay Stock Exchange and Citigroup in India and with many firms in the United States.

Piyush has completed his management degree from the University of North Carolina based at Chapel Hill, his BS(Accounting) from Allahabad University and his MS degree from MNNIT.

Right Horizons Portfolio Managers SWOT Analysis

Below is the detailed SWOT analysis for Right Horizons Portfolio Management.


  • The five strategies of India Business Leader, Perennial, Super Value, Flexi Cap, and All Seasons, are some of the best in the industry. Fund managers exclusively manage the strategies and help people create wealth.
  • The Fund House has extensive experience in the finance industry, with two decades of experience. They have worked with a great clientele and built a considerable AUM of 849.64 Cr.
  • Right Horizons strategies are created so the investor can have great wealth, so the exit load is nil for a five-year return.
  • Average return for the first year is 26.23%; compared with the Nifty 50, you will find that Right Horizons has delivered outstanding performance.
  • The otganization also allows the investor to switch their strategy if they think the one implemented needs to be fixed for them.


  • If an investor decides to leave early within a year, he must pay a 2% exit load.
  • The Fund House doesn’t allow the investor to customize the strategy.
  • Email and chat support are not available.


  • For any company to function correctly, it requires a fully functional support system. Right Horizons should allow the investors to interact with fund managers for their queries.
  • Right Horizons should relax the exit load percentage so beginners can trust them to invest their money.
  • Right Horizons should also open its offices in tier-2 cities to penetrate various locations.


  • The minimum investment is 50 lakhs, so only a few people can reach the Right Horizons.
  • The country’s political system and financial market could be more stable.
  • Client support system should be robust and query resolution TAT less.

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Investment Facilities provided by Right Horizons Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch


Switch Charges

1.25% of Fund Value

NRI Investment






Early Exit


Early Exit Charges

2% within 1st Year

Right Horizons portfolio managers offer many investment facilities. For example, an investor can switch their strategy if they want.

The switching charges will be 1.25% of the total fund value. However, Right Horizons does not allow strategy customization.

NRIs can also invest via Right Horizons. The organization enables early exit, but investors must pay 2% if they exit within a year.

Discretionary and non-discretionary investments are allowed with the Right Horizons. Do check out the Right Horizons portfolio management features before applying for the same.

Right Horizons Portfolio Management Support

Call Support


Email Support

Not Available

Chat Support

Not Available

Dedicated RM Support


Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Right Horizons provides extensive support to its investors. The Fund house provides call support. Right now, they are not providing any chat or email support.

But they take care of the investors and provide dedicated RM support. The investors cannot speak to the fund manager directly.

It can take up to seven days for query resolution. Right Horizons Portfolio Management Services offers extensive support and ensures all investor queries are answered.

Right Horizons PMS Dashboard Link

Web Platform

Right Horizons PMS dashboard link is provided to all investors. The link helps them to log in from any location.

It makes the process hassle-free, and an investor can look at their dashboard whenever they want. The dashboard provided by Right Horizons is one of the best in the industry.

Investors can look at the monthly insights, strategy updates and monthly reports. The dashboard helps in connecting investors with the organization.

Right Horizons PMS Login

The Right Horizons PMS login details are shared in a confirmation email to the investor. We always include a warning with the login details to keep them safe and never allow sharing with anyone else.

The dashboard usually has all the information related to the investment. The investor always wants it to stay in the right hands.

Once investors log in, they can access the dashboard whenever they want and monitor their investments.

Right Horizons PMS Review or Ratings by Finec.in

Overall Rating

7.80 / 10

Portfolio Performance

8.00 / 10


7.96 / 10


7.76 / 10


7.61 / 10


7.68 / 10

Right Horizons Portfolio Management Services - SEBI Details

SEBI Reg. No.


Contact Person

Rachna Rego

Email ID


Telephone No.



No 6 2nd Main Road Aerekere, Bannerghatta Road, BANGALORE, KARNATAKA, 560076

Starting Date

Aug 06, 2015

How to Invest in Right Horizons PMS?

To invest in Right Horizons PMS, the applicant should consider the eligibility criteria below before enrolling. The applicants should abide by the requirements listed below.

  • Their age should be 18 years or older.
  • The minimum investment required is 50 lakhs.
  • Their nationality should be Indian or NRI.

If you qualify for the above-listed eligibility requirements, click the “ Invest as PMS” tab. A form will open up; fill it out with the details.

On filling out the form, you will receive a call from their executive, who will guide you in working with the Right Horizons.

The documents you must submit are the POA agreement, PAN card details, address proof, demat account, etc.

After submitting the mentioned details above, we will guide you through the further procedure and provide you with the necessary information.

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Right Horizons PMS - Eligibility Criteria


18+ Years


Indian & NRI


Minimum Rs.50 Lakh

Documents required to Invest with Right Horizons Portfolio Manager

PMS Agreement




Demat Account




Address Proof


Right Horizons PMS – Conclusion

The Right Horizons PMS has received more than a 7 rating by Finec. Right Horizons aspires to help many people who tend to reach out to them for wealth creation.

Their strategies are well-crafted and are monitored by the dedicated fund managers.

The above-stated review will help with the Right Horizons Portfolio Managers and allow you to decide whether to opt for it.

FAQs on Right Horizons Portfolio Managers

Here is the list related to Right Horizons Portfolio Management Services.

Which is the Best Strategy for Right Horizons PMS?

The Right Horizons PMS has five strategies, i.e. India Business Leader, Super Value, Flexi Cap, All Seasons and Perennial.

Indian Business eader, Flexi Cap and Super Value are old strategies introduced in 2012. All three of them have been working well for many years and giving good returns to investors.

What is the Minimum Investment in Right Horizons PMS?

To apply for Right Horizons PMS, the investor should have at least 50 lakhs to invest.

What is the Return of Right Horizons PMS?

The average return for the first year is 26.23% for Right Horizons PMS.

Is Right Horizons Portfolio Management good?

The Fund House has worked in the PMS field for the last two decades. They have more than 400 clients and an AUM of 849.64 Cr.

What is the fixed commission of Right Horizons PMS?

Right Horizons portfolio management services fixed commission is 2.5% of the AMC or fund value.

Is a Demat account mandatory for Right Horizons Portfolio Managers?

Yes, a Demat account is must to work with Right Horizons PMS.

What are the Exit Charges of Right Horizons Portfolio Management?

Right Horizons PMS exit charges for the first year are 2%; for the second year, they are 1%, and for the third year, they are nil.

Who are the current fund managers of Right Horizons PMS?

Mr Piyush Sharma and Mr Anil Rego are working as the fund manager for the Right Horizons PMS.

What is the AUM of Right Horizons Portfolio Management Service?

Asset Under Management is 849.64 Cr for Right Horizons PMS.

Do Right Horizons Portfolio Managers Charge Variable Commissions?

Right Horizon variable commission is 1.25% of the fund value.


Customer ratings and reviews of Right Horizons PMS

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