Atlas Integrated Finance Limited – Portfolio Management Services (PMS)

Atlas Integrated Finance Ltd. is a comprehensive financial services provider offering a diverse range of products including equities, derivatives, mutual funds, debt instruments, and portfolio management services. Our core objective is to establish a robust secondary market for a wide spectrum of financial instruments, consolidating these offerings under a single platform. We serve a distinguished clientele comprising High Net Worth Individuals (HNIs), Ultra HNIs, corporations, banking institutions, and Foreign Institutional Investors (FIIs). With a legacy in stock broking dating back to 1994, we possess extensive industry experience.

AUM (₹ Cr)

70.34

Clients

22

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Atlas Integrated Finance Limited Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Midcap PMS Fund Small & Mid Cap 0.11% 13.70% May 2021
Multicap PMS Fund Multi Cap & Flexi Cap 5.16% 9.81% May 2021
Debt Equity Hybrid PMS Fund Multi Cap & Flexi Cap -1.28% 20.72% May 2021

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

Portfolio Managers & Fund Management Team

Mr. Nilesh Shah

Chairman & Managing Director

As a Founder and Managing Director at Atlas Integrated Finance Ltd., he brings a strong educational background. He is an alumnus of V.J.T.I., where he earned a Bachelor of Engineering in Electrical, and Jamnalal Bajaj Institute of Management Studies, from which he holds a Diploma in Applied Management.

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Regulatory Information

SEBI Registration: INP000000530

Registered Office: 34, B wing, 3rd Floor, Jayant Apartments, Prabhadevi Road, Prabhadevi , Mumbai – 400025.

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.

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