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Bonanza Portfolio Limited – Portfolio Management Services (PMS)

Established in 1994, Bonanza Portfolio Ltd. has emerged as a significant entity within India's financial services sector. The company has expanded to become one of the nation's leading financial services and broking firms, boasting an extensive Pan-India network with operations in over 700 locations and service delivery in more than 250 cities across the country. Currently, Bonanza stands as a rapidly expanding financial services provider, encompassing five major group companies. With a legacy spanning over three decades of trust and growth, Bonanza has consistently facilitated investment journeys for millions of investors since its founding. For its clientele, Bonanza provides five core Portfolio Management Service (PMS) strategies: Aegis, Edge, Value, Growth, and Multicap, designed to align with diverse risk and return preferences. The firm emphasizes the integral role of technology in its fund management processes, supported by the precise decision-making capabilities of its experienced fund management team.

AUM (₹ Cr)

360.15

Clients

503

Strategies

6

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Bonanza Portfolio Limited Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Growth Mid & Large Cap 0.85% 13.15% 13.56% Apr 2010
Value Multi Cap & Flexi Cap -14.17% 17.18% 17.25% Sep 2011
Edge Multi Cap & Flexi Cap -8.31% 20.33% 28.27% Aug 2015
Aegis Multi Cap & Flexi Cap -18.50% 21.48% — May 2022
Multicap Multi Cap & Flexi Cap -14.44% 22.56% 26.80% Jul 2018

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

Alternative Investment Funds (AIF)

Bonanza Portfolio Limited Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Bonanza Opportunity Fund

Multi Asset — — — Aug 2025

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Achin Goel

Fund Manager

Mr. Achin Goel is a Portfolio Manager at Bonanza Portfolio Ltd., responsible for overseeing a diverse range of Portfolio Management Services (PMS) strategies. He manages assets exceeding ₹300 crores for high-net-worth clients. With more than 14 years of comprehensive experience in senior capital markets roles, Mr. Goel possesses extensive knowledge across personal finance, portfolio management, wealth management, algorithmic trading, broking services, insurance, and mutual funds. Academically, Mr. Goel holds graduate and postgraduate qualifications from ICT and Eastern Michigan University, respectively. He is also a CFA charterholder, a Certified Financial Planner (CFP), and holds a PGDRM from the Institute of Insurance and Risk Management. Mr. Goel's professional journey began with a five-year tenure leading Bonanza's online broking division, followed by his leadership of the company's wealth management vertical. His present role focuses on the strategic management of various PMS strategies. Recognized for his proficiency in portfolio management, financial planning, product knowledge, leadership, and conflict resolution, Mr. Goel is committed to achieving superior investment returns. He leverages technology-enabled solutions and a skilled research team to facilitate data-driven investment decisions and provide robust client support.

Mr Puneet Kinra

AVP (Quant & Technical Systems)

Mr. Puneet Kinra holds the position of Assistant Vice President, specializing in Quant & Technical Systems at Bonanza Portfolio Ltd. In this capacity, he is responsible for the development and management of algorithmic trading strategies across equity and derivative markets. With more than two decades of experience in capital markets research, his expertise encompasses algorithmic trading, portfolio management, and retail trading across indices, stocks, futures, and options. He possesses a strong proficiency in both quantitative and qualitative research methodologies. Mr. Kinra has a distinguished history of achieving consistent market returns over an extended period. His market acumen extends beyond equities to include a comprehensive understanding of commodity, forex, and international markets. For over ten years, Mr. Kinra has also served as a market commentator, offering expert insights to prominent business news channels such as Zee Business, CNBC AWAAZ, and ET Now, as well as leading financial publications including The Economic Times, Business Standard, and digital platforms like Moneycontrol.com. He is particularly recognized for his aptitude in forecasting significant market trend reversals within the equity sector.

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Regulatory Information

SEBI Registration: INP000000985

Registered Office: Bonanza Portfolio Limited Plot No. M-2, Cama Industrial Estate, Walbhat Road, Goregaon (East), Mumbai – 400063

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)