Whatever your investing style, we have a solution for you!
Oversight
Success
Diversification
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.
At Anand Rathi, we offer a variety of Portfolio Management Services (PMS) tailored to meet the diverse needs of our clients. Explore our solutions designed for optimal growth and stability:
Management Services
Management Services
A refined process to handle your portfolio with precision
Consult with our expert advisors to explore your financial objectives, risk tolerance, and strategies for investment.
A thorough analysis of your existing portfolio, pinpointing strengths, weaknesses, and options for optimization.
We develop a tailored investment strategy that aligns with your goals, integrating market insights with effective diversification techniques.
Your investments are continuously tracked, including frequent updates and performance overviews to ensure you stay informed throughout the process.
Our experienced team prioritises transparent communication, delivering clear insights on investment strategies and ongoing adjustments to optimise your returns.
Expert-managed investment solutions, professional analysis and time-tested strategies—our Portfolio Management Services (PMS) are crafted to empower you to reach your financial objectives effortlessly.
Leverage the expertise of seasoned investment managers.
Reduce risk through expertly crafted portfolios.
Rely on our history of achieving reliable outcomes.
Portfolio Management Services (PMS) provide a customised pathway to wealth accumulation, integrating expert knowledge with bespoke strategies designed to align with your financial goals:
Seasoned portfolio managers leverage their broad market expertise and analytical insights to strategically manage investments on your behalf, maximizing your potential returns.
PMS utilizes a tactical strategy that combines diversification and dynamic allocation to effectively manage risks and seize market opportunities.
We follow an approach of keeping 15 – 20 stocks in each PMS offering to avoid over diversification and enhance overall returns
Investors can address their queries and gain market insights by connecting with the Fund Manager and team directly.
PMS investors can track their investments daily by having direct access to their holdings and the fund management team.
Your Questions, Answered
PMS offers a custom-tailored investment experience, where proficient portfolio managers craft and oversee personalized portfolios for clients, ensuring alignment with their financial objectives and willingness to take risks.
PMS offers specific investment strategies and direct ownership of securities, enabling enhanced customization and control over your portfolio. This varies greatly from mutual funds, which typically invest in indices, sectors, or assets without investor-specific personalization.
The entry point for Portfolio Management Services in India is set at ₹50 lakhs, in accordance with SEBI regulations.
PMS caters to affluent clients, non-resident Indians, and institutional investors seeking expert management, unique opportunities, and tailored investment strategies.
PMS fees generally comprise a standard management fee along with a performance-based fee. At Anand Rathi, we uphold a commitment to full transparency in our fee structure.
Absolutely. NRIs have the opportunity to invest in PMS. Our team delivers customized offerings designed to address the special requirements of NRI clients.
We deliver consistent performance reports and updates, keeping you fully informed about the status and returns of your portfolio.
As with any investment, PMS carries inherent market risks. Anand Rathi's strategic approach to diversification, combined with expert management, is designed to effectively mitigate risks while maximising returns.
PMS portfolios are expertly crafted to meet individual requirements. Depending on the type of PMS selected, you can enjoy a significant degree of customisation tailored to your financial goals.
Initiating your journey is effortless—connect with a SEBI-registered PMS provider like Anand Rathi, ensure you have an active demat account and have completed KYC requirements, and book a consultation to assess your objectives and begin the investment process.
Express Zone A Wing 10th Floor, Western Express Highway, Goregaon east, Mumbai - 400063
11th Floor, Times Tower, Kamala Mills, Senapati Bapat Marg, Lower Parel, Mumbai - 400 013
Anand Rathi Share and Stock Brokers Ltd.
SEBI Registration No.: INZ000170832 (BSE-949 | NSE-06769 | MSEI-1014 | MCX-56185 | NCDEX-1252), CDSL & NSDL: IN-DP-437-2019. *Research Analyst - INH000000834. PMS: INP000000282 is Registered under "Anand Rathi Advisors Limited" | MBD-INM000010478 is Registered under "Anand Rathi Advisors Limited"| NBFC is Registered under "Anand Rathi Global Finance Limited" Regn. No.: B-13.01682 | Insurance is Registered under "Anand Rathi Insurance Brokers Ltd." License No. 175. Insurance Corporate Agent: CA1048 (This registration shall be valid from 04-Jun-2025 to 03-Jun-2028).
Anand Rathi International Ventures (IFSC) Private Limited.
SEBI Registration No.: INZ000292939 (INDIA INX Member Code: TM - 5064 | NSE IX Member Code: TM -10048, IIBX Member Code: TM – 2011), IIDI DP ID 350071 AND Registration No.: IFSCA/DP/2022-23/007, IFSCA/CMI/Distributor/2023-24/0002. CIN No.: U65999GJ2016PTC094915. For any complaints email at Ifscgrievance@rathi.com. Regulator: International Financial Services Centres Authority (IFSCA)- https://www.ifsca.gov.in/
Disclaimer:
Equity: Investment in securities market are subject to market risks, read all the related documents carefully before investing.
The securities are quoted as an example and not as a recommendation.
Mutual Funds: Mutual Fund investments are subject to market risks, read all scheme related documents carefully before Investing. AMFI-Registered Mutual Fund Distributor: ARN-4478 (Initial Registration 4th Feb, 2003 & Valid From 2nd April, 2025 - 1st April, 2028) : Anand Rathi Share and Stock Brokers Ltd. | ARN-111569: Anand Rathi Wealth Limited | ARN-100284: AR Digital Wealth Private Limited.
IPO: Opening of account will not guarantee allotment of shares in IPO. Investors are requested to do their own due diligence before investing in any IPO.
*Third Party products: All third-party products like PMS, Mutual Funds, Fixed Income Products, IBS, Bonds, AIFs are not Exchange traded product and "ARSSBL" is just acting as distributor. All disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism.
MTF: MTF is subject to the provisions of SEBI Cir. CIR/MRD/DP/54/2017 dt June 13, 2017 & terms and conditions mentioned in rights and obligations statement issued by the ARSSBL
Investment Baskets: Baskets are not Exchange traded product, all disputes with respect to this activity, would not have access to Exchange investor redressal forum or Arbitration mechanism.
Research Analyst: The views expressed in this website accurately reflect the personal views of the analyst(s) about the subject securities or issuers and no part of the compensation of the research analyst(s) was, is, or will be directly or indirectly related to the specific recommendations or views expressed by the research analyst(s). The advertisment are bound by stringent internal regulations and also legal and statutory requirements of the Securities and Exchange Board of India (hereinafter "SEBI").
Certification: Registration granted by SEBI and certification from NISM is in no way a guarantee of performance of the intermediary or provides any assurance of returns to investors.
*Award Winning Research: Anand Rathi Share and Stock Brokers Limited (Research Analyst) was awarded as "Best Equity Advisor" at World BFSI Congress & Awards 2022
*Client Data: Client data shown on this website is as on 31st March 2025
Trading View: Anand Rathi has partnered with TradingView for its charting technology. A global platform offering heatmaps, STOCK SCREENERS and market data.
Attention Investors:
IPO Disclosure:
Anand Rathi Share and Stock Brokers Limited is proposing, subject to receipt of requisite approvals, market conditions and other considerations, to make an initial public offer of its equity shares and has filed a draft red herring prospectus (DRHP) with the Securities and Exchange Board of India (SEBI). The DRHP is available on the website of SEBI at www.sebi.gov.in as well as on the websites of the Book Running Lead Managers, Nuvama Wealth Management Limited at www.nuvama.com, DAM Capital Advisors Limited at www.damcapital.in, and Anand Rathi Advisors Limited at www.anandrathiib.com, the websites of the stock exchange(s) at www.nseindia.com and www.bseindia.com, respectively. Any potential investor should note that investment in equity shares involves a high degree of risk and for details relating to such risk, see 'Risk Factors' of the DRHP. Potential investors should not rely on the DRHP for any investment decision.