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Asit C Mehta Investment Intermediates Ltd – Portfolio Management Services (PMS)

Asit C Mehta Investment Interrmrdiates Ltd (ACMIIL), a distinguished institutional brokerage house supported by the Panotmath Group and the Asit & Deena Mehta family, provides a comprehensive suite of financial solutions. These encompass equities, commodities, foreign exchange, derivatives, depository services, mutual funds, and Portfolio Management Services (PMS). The firm boasts a significant national presence, serving a clientele exceeding 200,000 individuals across more than 20 states. It further extends its reach through partnerships with over 350 franchise associates and holds empanelment with more than 70 institutional entities. **Primary Service Categories:** * **Institutional Brokerage:** Facilitating transactions in equities, equity derivatives, commodities, forex, and fixed-income instruments. * **Retail & NRI Solutions:** Offering advanced trading platforms, mobile trading applications, algorithmic trading capabilities, and basket trading services for retail and Non-Resident Indian investors. * **Portfolio Solutions:** Providing Portfolio Management Services (PMS), mutual fund distribution, and advisory services.

AUM (₹ Cr)

173.53

Clients

205

Strategies

4

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Asit C Mehta Investment Intermediates Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
ACE - Multicap Multi Cap & Flexi Cap 8.17% 32.83% 28.89% Aug 2018
ACE Multi Asset Multi Asset 8.38% 29.88% 23.26% Oct 2018
Ace Ten Trillion Opportunities Small & Mid Cap 0.26% 27.62% 25.61% Dec 2017
ACE Blue-chip Multi Cap & Flexi Cap 12.35% 21.94% 20.70% Dec 2017

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

CA. Prathmesh Agrawal

Fund Manager

Mr. Prathmesh Agrawal possesses over 13 years of extensive experience in the Indian listed equity domain, with a primary focus on portfolio strategy formulation, risk mitigation, and in-depth investment appraisal. Before his current role at ACMIIL, he served as Vice President (Investments) at ENAM Asset Management. His prior professional engagements involved significant contributions to investment strategy and portfolio management at firms such as Varanium Capital, Religare Portfolio Managers, and Moody’s Analytics. Mr. Agrawal holds the designation of Chartered Accountant and is certified as a Portfolio Manager by NISM (Series XXIB). His proficiency encompasses a broad spectrum of business functions, underpinned by a demonstrated history of achieving superior returns and enhancing portfolio efficiency.

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Regulatory Information

SEBI Registration: INP000005801

Registered Office: Nucleus House,Saki-Vihar Road,Andheri East,Mumbai,Maharashtra,India-400072

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)