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Impress Portfolio

Anand Rathi Advisors Limited

641.23 CR AUM

Impress Portfolio

Impress Portfolio

Anand Rathi Advisors Limited

641.23 CR AUM

BSE 500 TRI
Benchmark
8yr 10mo
Age
EQUITY
Strategy
AMC Charge: 2.50%
Fixed Fees
AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%
Variable Fees
1st Year 2% 2nd Year 1% After 2 years Nil
Exit Load
BSE 500 TRI
Benchmark
8yr 10mo
Age
EQUITY
Strategy
AMC Charge: 2.50%
Fixed Fees
AMC: Upto 1% Hurdle Rate: 8% to 20% Profit Sharing: 0 to 25%
Variable Fees
1st Year 2% 2nd Year 1% After 2 years Nil
Exit Load
Fund manager

mayur p shah

Fund Manager
EQUITYStrategies

Mayur Shah is a seasoned investment professional with over 20 years of extensive experience in investment advisory, product development, and portfolio management. He currently serves as the Fund Manager for Portfolio Management Services (PMS) at Anand Rathi Wealth Limited, where he has been an integral part of the organization since 2007. His expertise spans both the Portfolio Management division and the Private Client Group Equity Advisory. Mr. Shah holds an MBA in Finance and is also a Certified Financial Planner (CFP), reflecting his strong academic and professional foundation in financial planning and investment management. He began his career in 2005 with Kotak Securities Ltd as an Investment Advisor. His early work involved advising clients and soon expanded to developing and managing equity products—a trajectory that laid the foundation for his later roles in portfolio and fund management. Throughout his career, Mr. Shah has been recognized for his strategic acumen and client-centric approach to managing investments, making him a trusted advisor to a diverse clientele.

Mayur Shah is a seasoned investment professional with over 20 years of extensive experience in investment advisory, product development, and portfolio management. He currently serves as the Fund Manager for Portfolio Management Services (PMS) at Anand Rathi Wealth Limited, where he has been an integral part of the organization since 2007. His expertise spans both the Portfolio Management division and the Private Client Group Equity Advisory. Mr. Shah holds an MBA in Finance and is also a Certified Financial Planner (CFP), reflecting his strong academic and professional foundation in financial planning and investment management. He began his career in 2005 with Kotak Securities Ltd as an Investment Advisor. His early work involved advising clients and soon expanded to developing and managing equity products—a trajectory that laid the foundation for his later roles in portfolio and fund management. Throughout his career, Mr. Shah has been recognized for his strategic acumen and client-centric approach to managing investments, making him a trusted advisor to a diverse clientele.

Purpose

Impress Portfolio focuses on return optimization by investing in a multicap portfolio of rising enterprises with sound corporate track record and sustainable business model while maintaining a balance between value and growth strategy. The portfolio follows a disciplined stock selection framework where companies undergo detailed analysis through Past analysis, Present analysis, Pedigree and Potential factors evaluating business moat, operating efficiency, balance sheet growth, valuation, management quality and sector outlook. The strategy aims to identify businesses available at attractive valuation relative to their growth potential and earnings visibility over the next few years. Portfolio construction emphasizes diversification across sectors and market capitalizations with typically 15 to 20 stocks and defined exposure limits to manage concentration, generally keeping single stock exposure below about ten percent and single sector exposure below about thirty percent. The investment process focuses on rising enterprises with improving margins, improving ROE and ROCE and sustainable earnings visibility while maintaining stringent stock selection to generate alpha over the benchmark. The portfolio generally gives balanced weight to growth and value oriented companies and emphasizes quality mid cap and small cap companies with adequate analyst coverage and strong business fundamentals. Sector agnostic. Market cap combination of small cap mid cap and large cap with emphasis on mid cap and small cap within a diversified multicap portfolio.

Investment Approach v/s Benchmark Metrics

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1M IA return
-11.02%
1M benchmark return
-11.37%
Alpha
0.35%
1M Wealth multiple
0.89x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-11.02%
1M benchmark return
-11.37%
Alpha
0.35%
1M Wealth multiple
0.89x

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