"1] Buy companies with significant and/or rising market share 2] Have a bias for businesses displaying sustainable growth 3] Avoid companies with questionable corporate governance 4] Prefer companies with easy-to-understand business models 5] Modify portfolio with agility – churn is not bad"
+12.93%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
06 Jul '23
Total AUM
₹65.41Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
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
1.00%
PMS management
VA
Vinay Arya
View details
About
Vinay Arya, MBA (FMS Delhi), All India rank-holder CA, CS, B.Com (H) (SRCC)
Previously worked at
FMS Delhi
SRCC
Awards
Holds an MBA from FMS Delhi and is an All India rank-holder in both CA and CS.