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Impress Portfolio - NRI
Anand Rathi Advisors Limited
67.40 CR AUM
Impress Portfolio - NRI
Anand Rathi Advisors Limited
67.40 CR AUM
BSE 500 TRI
Benchmark
8yr 9mo
Age
EQUITY
Strategy
AMC Charge: 2.50%
Fixed Fees
AMC: Upto 1%
Hurdle Rate: 8% to 20%
Profit Sharing: 0 to 25%
Variable Fees
1st Year: 2%
2nd Year: 1%
After 2 Years: Nil
Exit Load
BSE 500 TRI
Benchmark
8yr 9mo
Age
EQUITY
Strategy
AMC Charge: 2.50%
Fixed Fees
AMC: Upto 1%
Hurdle Rate: 8% to 20%
Profit Sharing: 0 to 25%
Variable Fees
1st Year: 2%
2nd Year: 1%
After 2 Years: Nil
Exit Load

mayur p shah
Fund Manager
EQUITYStrategies
Mayur Shah is a seasoned investment professional with over 20 years of extensive experience in investment advisory, product development, and portfolio management. He currently serves as the Fund Manager for Portfolio Management Services (PMS) at Anand Rathi Wealth Limited, where he has been an integral part of the organization since 2007. His expertise spans both the Portfolio Management division and the Private Client Group Equity Advisory. Mr. Shah holds an MBA in Finance and is also a Certified Financial Planner (CFP), reflecting his strong academic and professional foundation in financial planning and investment management. He began his career in 2005 with Kotak Securities Ltd as an Investment Advisor. His early work involved advising clients and soon expanded to developing and managing equity products—a trajectory that laid the foundation for his later roles in portfolio and fund management. Throughout his career, Mr. Shah has been recognized for his strategic acumen and client-centric approach to managing investments, making him a trusted advisor to a diverse clientele.
Purpose
Focus on Return Optimization by investing in multicap portfolio of rising enterprises with sound corporate track record and sustainable business model keeping balance between value and growth strategy.
Investment Approach v/s Benchmark Metrics
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1M IA return
21.45%
1M benchmark return
10.38%
Alpha
11.07%
1M Wealth multiple
1.21x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
21.45%
1M benchmark return
10.38%
Alpha
11.07%
1M Wealth multiple
1.21x
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