PMS AUM (in Rs. Cr)
2299.64

No. of PMS Products
3

No. of AIF Products
0

Data as of
30 Nov 2024

  • Tough situations need tougher solutions. That’s the underlying philosophy for every portfolio that is managed by AAA. Given the dynamic business ecosystem, their approach to managing a portfolio is robust and, proactive rather than reactive. Their expertise ensures convenience and competitive returns as advisors work hard to generate returns for the investors based on vast domain knowledge and a process-driven approach. An integrated, long-term and analysis-based approach is applied to every client portfolio. Every AAA advisor dedicatedly works towards helping the client remain ahead of the market.

AAA advisors possess strong due diligence capabilities coupled with a unique perspective on valuation focused on margin of safety. Looking after your portfolio and balancing your risk exposure is their responsibility. And hence, Portfolio Management offering is crafted to perfection to serve your investment goals, diligently.

PMS Product Performance

Company Name /
Product Name		 Category Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
AlfAccurate Advisors AAA Focus Plan Multi Cap17 Nov 201415.1733.80%19.00%15.70%19.50%15.40%
AlfAccurate Advisors IOP PMS Multi Cap23 Nov 20091806.5934.90%25.30%18.80%22.70%16.60%19.40%
AlfAccurate Advisors Budding Beasts Mid & Small Cap01 Jan 2021477.8836.40%38.50%28.90%33.10%

Key People

Rajesh

Rajesh Kothari
Founder & MD, AlfAccurate

Mr. Rajesh Kothari, Founder and Managing Director of AlfAccurate Advisors, is the visionary behind the customer-driven and excellence based approach. A CWA and an MBA by qualification, he has a rich experience of more than 20 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions.

During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Investment Managers), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st ‘Quartile Ranking’ by CRISIL, a Standard & Poor’s affiliate. This is a testimony to Mr. Kothari’s financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns.

During his tenure as Director of Voyager Investment Advisors, a USA based India dedicated fund, the fund outperformed the benchmark indices significantly. Not surprisingly, CNBC, CRISIL, MyIris and others recognized his performance and awarded him for delivering unrivaled risk-adjusted returns. Economic Times also recognized his performance and awarded him as a ‘Platinum Fund Manager’. Additionally, he won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance.

He is also actively involved with ‘Arham Yuva Seva Group’ – a philanthropic initiative with several significant programmes for a better world for the youth.

Awards & Achievements

• In 2023, AlfAccurate Advisors India Opportunities Portfolio or AAA IOP PMS was awarded Rank #2 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, AlfAccurate Advisors India Opportunities Portfolio or AAA IOP PMS was awarded Rank #3 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• AlfAccurate Advisors have won the Best PMS Provider – India Award by APAC Insider Business Awards.

PMS Product Performance

Company Name /
Product Name		 Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
AlfAccurate Advisors AAA Focus Plan 17 Nov 201415.1733.80%19.00%15.70%19.50%15.40%
AlfAccurate Advisors IOP PMS 23 Nov 20091806.5934.90%25.30%18.80%22.70%16.60%19.40%
AlfAccurate Advisors Budding Beasts 01 Jan 2021477.8836.40%38.50%28.90%33.10%

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Products

Alfaccurate Advisors Focus Plan PMS
Alfaccurate Advisors Budding Beasts Portfolio
AlfAccurate Advisors India Opportunity Plan (AAA IOP) PMS

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