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Piper Serica Leader Portfolio Strategy

Piper Serica Leader Portfolio Strategy is a Equity Portfolio Management Service launched by Piper Serica Advisors Private Limited on June 2019. Managed by Mr. Abhay Agarwal, the fund holds ₹908 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a AMC Charge: 2%% fixed fee and AMC: 0% Hurdle: 6% Performance: 20%% performance fee. Trailing returns: 6.52% (1Y), 17.01% CAGR (3Y), 15.24% since inception. Performance data as of July 2026.

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Piper Serica Leader Portfolio Strategy

Piper Serica Advisors Private Limited

907.99 CR AUM

Piper Serica Leader Portfolio Strategy

Piper Serica Leader Portfolio Strategy

Piper Serica Advisors Private Limited

907.99 CR AUM

Nifty 50 TRI
Benchmark
7yr 0mo
Age
EQUITY
Strategy
AMC Charge: 2%
Fixed Fees
AMC: 0% Hurdle: 6% Performance: 20%
Variable Fees
1st Year: 1.5%
Exit Load
Nifty 50 TRI
Benchmark
7yr 0mo
Age
EQUITY
Strategy
AMC Charge: 2%
Fixed Fees
AMC: 0% Hurdle: 6% Performance: 20%
Variable Fees
1st Year: 1.5%
Exit Load
Fund manager

abhay agarwal

Fund Manager
EQUITYStrategies

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.

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.

What is this fund's investment objective?

India has the world's largest population of millennials and Gen-Z. The emerging sectors that benefit from this demographic profile and high-quality product and service aspiration, will grow much faster than the traditional sectors. By building a strong moat, the leaders of these sectors will grow fast and create higher value for their shareholders. We invest in these LEADERS. They compound earnings for a very long period of time with very little business volatility and create fabulous returns for long-terminvestors.

How has Piper Serica Leader Portfolio Strategy performed?

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Wealth Creation Calculator

1M IA return
3.89%
1M benchmark return
-1.72%
Alpha
5.61%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.89%
1M benchmark return
-1.72%
Alpha
5.61%
1M Wealth multiple
1.04x

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