Right Horizon - India Business Leaders
EQUITY LARGE CAP
Benchmark aligned sectoral exposure in large cap growth companies, Portfolios seeks to generate capital appreciation over relatively “Medium to Long” term period. The idea of portfolio is to stay above benchmark at all times. Portfolio composition with typically 60% in Index names with active management of names and balance from broader index. Typical Portfolio holding would not have more than 15-25 stocks keeping Nifty as Index Benchmark
+10.95%
3Y annualised returns
+8.56%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
15 Nov '12
Total AUM
₹41.22Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.1%
Cash0.9%
Equity market cap split
Large Cap70.0%
Mid Cap29.2%
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
ARAnil RegoCEO and Founder, Right HorizonsView details
AR
Anil Rego
CEO and Founder, Right Horizons
View details
About
Anil Rego is the CEO and founder of Right Horizons, an end-to-end Investment advisory and wealth management firm. An MBA and CFA degree holder, Anil believes in the Contrarian approach of wealth management. His areas of expertise includes Corpus fund management, tax planning and end to end financial planning for both residents and NRI investors .Anil has worked for Wipro as Business Planning and Merger and Acquisition Manager before starting Right Horizons in October 2003. RightHorizons has branches across Bangalore, Mumbai, Chennai and Hyderabad.Anil has been a columnist in leading Indian newspapers. He also routinely answers queries in mainline publications and websites. He is also a Guest Lecturer with various business schools like ICFAI, ITM and Union Bank School of management. Anil has also served as member, Board of Governors, at IBSAF.
Experience
Founded Right Horizons in 2003 after working in business planning and M&A.
Investment philosophy
Corpus fund management, tax planning, and financial planning for resident and NRI investors.
Previously worked at
- Wipro
- ICFAI
- ITM
- Union Bank School of management
Awards
- Serves as a columnist for leading newspapers, a guest lecturer at various business schools, and has served as a member on the Board of Governors at IBSAF.
PMS house
Right Horizons Pvt Ltd
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