Anand Rathi PMS (Portfolio Management Services) is all about streamlining your investments, in a personalized way that caters to your unique wealth-building strategy.
India is witnessing the rapid rise of High Net worth (HNI) individuals who are demanding diversification above and beyond their traditional investments. And so the PMS industry, expected to grow 20-25% each year, has fast become their go-to choice for large-scale investments.
Your portfolio is managed by highly knowledgeable and professional PMS fund managers with decades of experience.
You can check the stock holdings within your Equity PMS portfolio in your own Demat whenever you wish.
With our PMS expertise, it’s possible to gain suitable, consistent returns with the rick also being managed well.
Balancing value and growth strategies via multi-cap investing in emerging companies with a sound, sustainable business model.
Investing with an international vision, in multi-national corporations (MNCs) - focusing on consistency in returns and risk moderation.
Carefully creating a long-term wealth building journey with multi-cap investments in 15-20 strong companies entering their next up-cycle in business - for the ones seeking aggressive risk rewards.
Diversifying your portfolio with dynamic multi-asset ETF investments across equity, gold, bonds, and more - your new, all-in-one investment.
The Anand Rathi group came into existence close on the heels of economic liberalization. With an aim to channel the newfound hope and financial optimism into tangible results, Mr. Anand Rathi and Mr. Pradeep Kumar Gupta laid the foundation of the Anand Rathi Group in 1994. From setting up a research desk in 1995 to initiating Digital Wealth Management in 2017, Anand Rathi Group has always kept the client at the center of their plans. An unwavering focus on ethics, entrepreneurial zeal, and innovation has helped the group thrive over the years.
I am a client of Anand Rathi Portfolio Management Service (PMS) and mutual fund services for the past 2-3 years. I am very happy & extremely satisfied with the services and portfolio performance provided by them. Read More
I am extremely happy seeing the way our portfolio is being managed by Mayur Shah at Anand Rathi. Even though the portfolio management service was started during the peak in 2019 post which the markets Read More
I am highly delighted with not just the performance of my portfolio management service but also the way I am treated and all my queries and requirements are catered to on high priority. Read More