AlfAccurate Advisors - AAA liquid

AlfAccurate Advisors - AAA liquid

DEBT
An India-focused investment strategy emphasizing superior and sustainable growth through a concentrated portfolio.
+4.60%
3Y annualised returns
+6.34%
Benchmark returns (CRISIL Composite Bond Index)
Launch date
29 Jan '21
Total AUM
₹29.99Cr
Min. investment
₹50,00,000
Benchmark
CRISIL Composite Bond Index
Portfolio analysis
Equity / Debt / Cash split
Equity100.0%
₹30Cr
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
2.00%
PMS management

RK
Rajesh Kothari
Founder and Managing Director, AlfAccurate Advisors
View details

About
Mr. Rajesh Kothari is the Founder and Managing Director of AlfAccurate Advisors which is one of the leading Investment Advisory firms in India. With a CWA and an MBA by qualification, he has a rich experience of more than 20 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions. AlfAccurate Advisors PMS has delivered 24% compounded annualized returns since its inception in 2009 by one of the highest in the industry.  During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st 'Quartile Ranking’  by CRISIL, a Standard & Poor’s affiliate. This is a testimony to his financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns. He won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. Economic Times rated him as a b Platinum Fund Manager. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. He is also honoured with CMA Young Achiever Award 2014 by ICMAI.  Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance. He has also invited a guest speaker on business channels like CNBC-TV18, ETNOW, and Bloomberg. Mr. Kothari is also actively involved with Arham Yuva Seva Group - a philanthropic initiative with several significant programmes for a better world for the youth.
Experience
Over 20 years of experience in the Indian Capital Markets.
Investment philosophy
Specializing in investment advisory and fund management within the Indian Capital Markets.
Previously worked at
  • DSP Merrill Lynch Fund Managers
Awards
  • Led AlfAccurate Advisors PMS to deliver 24% compounded annualized returns since 2009. Received the CRISIL Mutual Fund of the Year Award (2006) and was rated a Platinum Fund Manager by Economic Times.
PMS house
AlfAccurate Advisors
AlfAccurate Advisors
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