Silver Arch - India Equity Portfolio

Silver Arch - India Equity Portfolio

EQUITY MULTI CAP
Suitable for investors with a moderate-to-high appetite for risk.
+23.78%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
04 Sep '17
Total AUM
₹48.35Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity90.5%
Cash5.5%
Others4.0%
₹48Cr
Equity market cap split
Mid Cap32.5%
Small Cap29.5%
Large Cap28.5%
₹44Cr
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
0.00%
PMS management

SP
Sanjeev Patni
Promoter, SilverArch Investment Advisers Private Limited
View details

About
Mr. Sanjeev Patni is the main promoter of SilverArch Investment Advisers Private Limited.He has 27 years of experience in India and United States of America in areas related to investing in equities, including experience in managing Indian and International portfolios, as well as experience in researching stocks, advising on stocks and stock markets and managing and running broking companies catering to foreign institutional investors (FIIs) and domestic financial institutions (DFIs). Over the entire span of his career he has been involved in researching for right companies/stocks and for identifying appropriate ideas for investments required for both managing portfolios as well as advising on stocks and stock markets.
Experience
27 years of experience across India and the United States of America.
Investment philosophy
Equity investing, portfolio management, and stock research in Indian and US markets.
Awards
  • Managed broking companies catering to foreign institutional investors (FIIs) and domestic financial institutions (DFIs).
PMS house
Silver Arch Investments
Silver Arch Investments
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