Trust
Anchor Fund
- Fund Category
- Portfolio Management
- Sub Category
- Discretionary Portfolio Management Services
- Structure
- -
- Inception Date
- -
- Benchmark
- -
- Exit Option
- -
- Fund Manager
- Mr. Chetan Pandya
- Additional Information
- -
Investment Objective
Multi Asset Solution Portfolio is designed for investors who wish to invest in a model portfolio comprising various asset classes in accordance with their risk tolerance. There will be different model portfolios for clients with different risk tolerance levels.Investment Strategy
There will be three portfolios under this plan, viz. moderate, aggressive and customized. The fund manager will determine the asset allocation for the first two portfolios from time to time depending on the view on each asset class namely equity, debt, gold, alternates. The customized portfolio will be finalized after discussion with the client. The portfolio is allocated across direct debt, direct equity, mutual funds and other financial investments. An investor may invest in any of the model portfolios depending on their risk appetite. The investment corpus will be invested in line with the asset allocation and in the underlying products as per that model portfolio. This is a model portfolio approach where in a model portfolio will be created based on certain risk and return profile and investors will be allowed to choose between a moderate, aggressive or customized plan. Since the portfolios will comprise investments across asset classes, the benchmark for such a product shall be a blended benchmark of Debt and Equity. The benchmark proposed is the Nifty Multi Asset- Equity 2: Debt: Arbitrage: REITs/InvITs (50:20:20:10) Index.About Fund Manager
Chetan Pandya
Managing director & Principal Officer PMS (Prajana Advisors Private Limited)
25+ years in banking and investments, blending insight, simplicity, and resilience in client portfolio strategies.
Key Advantage
A Unique Investment Proposition
Type of Service
Discretionary Portfolio Management Services
Strategy
Multi-Asset
Types of Securities
Listed Equity, REITs, InvITs, Gold ETF, Debt, MF, Bonds. For liquidity or defensive considerations or pending deployment, the Portfolio Manager may invest in debt, money market instruments, mutual fund schemes or debt ETFs.
Regulatory and Compliance Information
Disclosure Document
Client Agreement
Risk Disclosures
Performance Reporting
Principal Officer Information
Mr. Chetan Pandya I chetan.pandya@prajana-alternatives.com
I +91 22 6274 6000 / 6052
Compliance Officer Information
Mr. Uddhavraj Yadav I uddhavraj.yadav@prajana-alternatives.com
I +91 22 6274 6000 / 6052
Custodian Information
Name of Entity: Prajana Advisors Private Limited
Registered Office Address: The Registered Office of the company situated at 109/110, 1st Floor, Balarama Premises, Bandra Kurla Complex, Bandra East, Mumbai- 400051.
Contact Person: Mr. Uddhavraj Yadav
Contact Number: +91 22 6274 6000 / 6052
Email Id: pms@prajana-alternatives.com
Other Information
Contact Information
Name of Entity: Prajana Advisors Private Limited
Registered Office Address: The Registered Office of the company situated at 109/110, 1st Floor, Balarama Premises, Bandra Kurla Complex, Bandra East, Mumbai- 400051.
Contact Number: +91 22 6274 6000 / 6052
Email Id: pms@prajana-alternatives.com
SEBI Registration Verification: Information and a link to verify the PMS firm's SEBI registration status add credibility will be added
Broker List: A list of brokers with whom the firm is affiliated will be provided
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