Prabhudas Lilladher - Multi Asset Dynamic Portfolio

Prabhudas Lilladher - Multi Asset Dynamic Portfolio

HYBRID
Aims to generate consistent long term capital appreciation and manage associated risks through a diversified multi asset portfolio.
+16.73%
3Y annualised returns
+13.07%
Benchmark returns (NSE Multi Asset Index 1)
Launch date
07 Jun '21
Total AUM
--
Min. investment
₹50,00,000
Benchmark
NSE Multi Asset Index 1
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
3.00%
PMS management

SV
Siddharth Vora
Head of Quant Investment Strategies & Fund Manager - PMS
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About
Mr. Siddharth Vora is the Head of Quant Investment Strategies & Fund Manager - PMS at Prabhudas Lilladher (plindia.com). In his career spanning over 5 years, Siddharth’s contributions in the field of research and investments have been significant. Multi Asset Dynamic Portfolio (MADP), a first of a kind Quant Based Tactical Asset Allocation PMS that invests only in passive instruments is his brainchild. MADP is poised to become PL’s Flagship PMS Offering. Siddharth has been an integral part of overall strategic management for New Business Verticals of the PL group including Quantitative Asset Management, Digital Investment Advisory, FinTech Business, Wealth Management Business and Digital Transformation. He further contributes to talent strategy for the PL group and is involved in creating a talent pipeline and in key strategic and hiring decisions for the PL Group. Siddharth joined Prabhudas Lilladher in the year 2016 and has been instrumental in setting up and heading the company’s Quantitative Research & Investment Management Vertical. He has also been involved in setting up the investment advisory business across offline and digital channels for the PL Group, by taking a quantitative strategies approach and collaborating with platforms such as smallcase and wealthdesk to offer PL’s advisory to tech savvy retail clients. Siddharth Vora is a Chartered Accountant from the ICAI and a CFA Charter holder. He holds a Masters of Science Degree in Management for Business Excellence with a double diploma in World Politics from University of Warwick, United Kingdom. He is a SEBI registered Research Analyst and Investment Advisor. An avid traveler and sports enthusiast, Siddharth is professionally trained in football, athletics, badminton and chess. His passion for good food led him to successfully co-found ‘Saucery’ (www.saucery.in) in 2014 – a Premium FMCG brand for International Gourmet Dips, Sauces and condiments.
Experience
Over 5 years of experience in investment research and management.
Investment philosophy
Quantitative investment strategies, tactical asset allocation, and setting up new business verticals.
Previously worked at
  • Prabhudas Lilladher
Awards
  • Developed the Multi Asset Dynamic Portfolio (MADP), a quant-based tactical asset allocation PMS. Established and heads the firm's Quantitative Research & Investment Management vertical. Holds CFA and CA designations.
PMS house
Prabhudas Lilladher Pvt Ltd
Prabhudas Lilladher Pvt Ltd
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