Avestha Fund Management LLP – Portfolio Management Services (PMS)

Avestha Fund Management initiated its services on November 1st, 2017. Our primary investment goal is to achieve long-term wealth appreciation by strategically investing in high-quality equities, aiming to leverage favourable risk-reward dynamics. Investment selection at Avestha Fund Management will be primarily driven by an assessment of: * **Balance Sheet Strength:** Evaluating the financial robustness and stability of prospective companies. * **Promoter Track Record:** Scrutinizing the history and integrity of the company's leadership. * **Capital Efficiency:** Analyzing how effectively companies deploy their capital to generate returns. * **Business Scalability and Growth Potential:** Identifying businesses with the capacity for significant expansion and future earnings growth. We employ a concentrated investment approach, with holdings deliberately not benchmarked against any specific market index. Our focus remains squarely on generating superior long-term equity returns. Consequently, we maintain a competitive fee structure, attracting investors who share our commitment to achieving sustained capital growth over extended periods. This strategic orientation results in a low portfolio turnover rate, precluding opportunistic trading activities.

AUM (₹ Cr)

1409.62

Clients

237

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Avestha Fund Management LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Long Term Growth Multi Cap & Flexi Cap -1.73% 18.63% 23.76% Nov 2017

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

Portfolio Managers & Fund Management Team

Mr. Farokh Pandole

Founder and Portfolio Manager

Mr. Pandole holds an Honors degree in Economics from Harvard College (1992) and an MBA in Finance from The Wharton School (1995). Prior to his career in finance, he achieved recognition as a Junior National Squash Champion, representing India on multiple occasions. His professional experience includes a tenure as Vice-President and a key member of the investment team at Alliance Capital Mutual Fund from 1995 to 2000. In this role, he oversaw the management of US$250 million in assets, encompassing both Foreign Institutional Investor (FII) and Mutual Fund portfolios. He also contributed to investment strategy through his role in Asian Coverage Research, providing critical insights for Alliance-DLJ, a US$100 million Private Equity Fund at the time. Transitioning to the sell-side, Mr. Pandole served as Head of Indian Equity Distribution at Citigroup Global Markets from 2000 to 2009. Subsequently, he held the position of Director, Equity Sales at Bank of America-Merrill Lynch until 2013. Most recently, Mr. Pandole managed equity portfolios at HDFC Life, where he consistently achieved significant outperformance against relevant benchmarks.

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Regulatory Information

SEBI Registration: INP000005810

Registered Office: Ground Floor, Plot No. 25, Normandie Building, M L Dahanukar Marg, Carmichael Road, Cumballa Hill,Mumbai,Maharashtra,India-400026

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)