Piper Serica Advisors - Leader Portfolio

Piper Serica Advisors - Leader Portfolio

EQUITY FLEXI CAP
Aims to grow wealth over a long period of time by investing in natural compounders of earnings.
+17.10%
3Y annualised returns
+9.50%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
24 Jun '19
Total AUM
₹273.93Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity85.4%
Cash12.6%
₹274Cr
Equity market cap split
Small Cap63.3%
Large Cap15.9%
Mid Cap13.0%
₹234Cr
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

AA
Abhay Agarwal
Founder and Fund Manager, Piper Serica Advisors
View details

About
Abhay is the Founder and Fund Manager of Piper Serica Advisors, bringing over 30 years of investment experience. Piper Serica, a multi-asset manager, was founded in 2004 and is registered with SEBI. It serves as the PMS manager and advisor to the Piper Serica India Numero Uno Fund, a Foreign Portfolio Investor (FPI) based in Mauritius. Both entities focus on investing in stocks listed in India. In addition, Piper Serica manages the Piper Serica Angel Fund, a SEBI Category I Alternative Investment Fund (AIF), which invests in Indian tech startups. Its fintech portfolio includes prominent startups such as Alt Mobility, Kivi Fintech, Freed, Flashaid, OTPLess, Castler, Rupeeflo, and Swara Fincare. Before establishing Piper Serica, Abhay gained significant experience as a Director with the Private Equity group of JP Morgan in India, Hong Kong, and Singapore from 1997 to 2004. Prior to JP Morgan, he worked at Citibank India from 1993 to 1997, where he managed a direct investment program that resulted in several successful investments. Abhay holds an MBA from the Jamnalal Bajaj Institute of Management Studies, Mumbai (1993). He is also certified as an AIF Fund Manager, PMS Manager, Investment Advisor, and Research Analyst by NISM/SEBI. Abhay's extensive experience and deep expertise in investments make him a distinguished figure in the industry, driving the success and strategic direction of Piper Serica Advisors.
Experience
Over 30 years of professional experience in the investment industry.
Investment philosophy
Specializes in Indian listed equities, private equity, and early-stage tech investments.
Previously worked at
  • JP Morgan
  • Citibank India
Awards
  • Founded Piper Serica Advisors in 2004. Managed a successful direct investment program at Citibank. Certified by NISM/SEBI as a PMS/AIF Manager, Investment Advisor, and Research Analyst.
PMS house
Piper Serica Advisors Pvt Ltd
Piper Serica Advisors Pvt Ltd
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