To generate long-term capital appreciation from a portfolio of equity and equity related securities.
+16.13%
3Y annualised returns
+13.48%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
29 Apr '19
Total AUM
₹2.91Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.0%
Cash1.0%
Equity market cap split
Mid Cap99.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
AB
Abhishek Bansal
Head of Abans Group
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About
A Masters of commerce from Mumbai university. He was awarded a Honorary Doctorate in 2017 by KEISIE University. Early in his teenage years, he developed a passion for the derivatives market. He was always keen to know the intricacies, the calculative angles, the whole mathematics and the dynamism associated with it, especially the concept of leverage. Driven by his passion and relentless pursuit of his goals, Mr. Bansal embarked on making his mark on the business spectrum in India through the rapid expansion of Abans Group. He is barely into his 30s, but has an uncanny ability to understand the various sectors of the financial markets. This has led to Abans Group successfully dealing in Equity Derivatives, Currencies, and Commodities across both the domestic and international markets. Today, Abans Group offers global financial services and solutions to its clientele in India, UAE, China, Hong Kong, Singapore, United Kingdom and Mauritius.
Experience
Over a decade of financial markets experience, having started in his teenage years.
Investment philosophy
Specializes in equity derivatives, currencies, and commodities markets.
Previously worked at
Abans Group
Awards
Awarded an Honorary Doctorate by KEISIE University in 2017. Led the rapid expansion of Abans Group into a global firm with a presence across seven countries.
BT
Bhavik Thakkar
Head of Wealth & Investment Management, Abans Group
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About
A post graduate in Business Administration from S K School of Business Management (2001-03). He carries along with him at 17 years of work experience in the financial industries. With his previous company Standard chartered he performed in various roles. He started as senior investment advisor at standard and went to be become a Associate director and cluster head for wealth advisory. He was also a product manager for Alternate products at standard chartered for almost two year. Post which he went to become a Director & Head - Premium Business (Handling PMS & Private Banking business for Standard Chartered Securities (India) Ltd). He currently leads the Wealth & Investment Management business at Abans group of companies. He also been a part of various companies like Aditya Birla group, Kotak Mahindra Bank and Citi group.
Experience
Over 17 years of experience in the financial industry.
Investment philosophy
Expertise in wealth management, investment advisory, private banking, and alternate products.
Previously worked at
Standard Chartered
Aditya Birla Group
Kotak Mahindra Bank
Citi Group
Awards
Progressed from Senior Investment Advisor to Director & Head of Premium Business at Standard Chartered, handling its PMS and private banking business.
MM
Mayank Mundhra
Risk Management Professional
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About
Mayank conceptualized and set up the Enterprise Risk Management desk at Abans based on his experience of over 11 years at industry leading firms. Having played multiple roles in risk management, credit research, and predictive modeling, Mayank believes that effective risk management is the most fundamental business enabler. An undergraduate degree holder in engineering, Mayank is also armed with a postgraduate degree in Finance from the Mumbai University.
Experience
Over 11 years of experience at industry leading firms.
Investment philosophy
Specializes in risk management, credit research, and predictive modeling.
Previously worked at
Abans
Awards
Conceptualized and set up the Enterprise Risk Management desk at Abans. Holds a postgraduate degree in Finance and an undergraduate degree in engineering.