Right Horizons – Portfolio Management Services (PMS)

Right Horizons is a prominent financial advisory firm headquartered in Bengaluru, with a presence in eight key metropolitan areas, including Mumbai, Chennai, and Hyderabad. The firm offers comprehensive financial solutions, encompassing investment advice, financial planning, insurance, and real estate services, all delivered with meticulous attention to detail and client well-being. Their investment philosophy is characterized by a contrarian perspective and a steadfast dedication to long-term strategies. This approach is designed to optimize tax efficiency and deliver superior risk-adjusted returns for their clientele.

AUM (₹ Cr)

1410.85

Clients

648

Strategies

10

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Right Horizons Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
India Business Leader Large Cap -0.68% 15.52% 15.07% Nov 2012
Flexi Cap Multi Cap & Flexi Cap -7.52% 11.48% 15.43% Nov 2012
Super Value Mid Cap -9.82% 18.93% 22.83% Nov 2012
Perennial Multi Cap & Flexi Cap -16.42% 18.40% Apr 2021
All Seasons Multi Asset 10.37% 15.92% 15.12% Nov 2019
Super Value Aggressive Small Cap -13.65% May 2023
Alphabots India 100 Large Cap 9.81% Mar 2023
Alphabots India Largecap 30 Large Cap 3.63% Mar 2023
Alphabots Midcap 29 Mid Cap 1.92% Mar 2023
Alliance Multi Asset 4.01% 13.70% 12.14% Jul 2014

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

Portfolio Managers & Fund Management Team

Mr Anil Rego

Fund Manager

Right Horizons, a comprehensive investment advisory and wealth management firm, was founded by Anil Rego, who serves as its Chief Executive Officer. Holding an MBA and CFA designation, Mr. Rego champions a Contrarian investment philosophy. His proficiency encompasses managing corpus funds, tax optimization strategies, and holistic financial planning for both resident Indian and Non-Resident Indian (NRI) clients. Prior to establishing Right Horizons in October 2003, Mr. Rego held a position at Wipro, where he was responsible for Business Planning and Merger & Acquisition activities. The firm maintains a presence in Bangalore, Mumbai, Chennai, and Hyderabad. Mr. Rego is a recognized contributor to prominent Indian newspapers and frequently addresses investor inquiries in national publications and online platforms. He has also shared his expertise as a guest lecturer at various business institutions, including ICFAI, ITM, and the Union Bank School of Management. Additionally, Mr. Rego has contributed his experience as a member of the Board of Governors at IBSAF.

Mr Mukul Pal

Fund Manager

Mukul Pal, a New Delhi native, brings over two decades of experience in formulating quantitative investment methodologies for active portfolio management firms internationally. He commenced his professional journey at the Bombay Stock Exchange, providing support to leading Indian financial entities. Subsequently, he broadened his consultancy to encompass European markets, collaborating with asset management companies and the securities divisions of global financial institutions. Mr. Pal holds master’s degrees in Finance and Statistics. He is also accredited with the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) certifications. His notable advancements in financial technology have garnered acknowledgment from MIT, and he has been a featured speaker at distinguished global forums, including the Princeton–Chicago Quant Conference. Furthermore, he has been instrumental in introducing financial innovations to the NASDAQ exchange. Presently, he spearheads a deep technology enterprise in Toronto, focused on delivering sophisticated solutions engineered to generate alpha.

Mr Piyush Sharma

Fund Manager

Piyush Sharma, an investment manager at Right Horizons Minerva Funds, brings a distinguished career in investment management, with his foundational experience originating in India. Prior to relocating to the United States in 2002, Mr. Sharma held positions at notable Indian financial institutions, Citigroup and the Bombay Stock Exchange. In the U.S., Mr. Sharma developed extensive expertise analyzing companies across the Business Services, Automotive, Consumer Products, and Financials sectors. His tenures at Sanford Bernstein, Longbow Research, and Avondale Partners were marked by contributions to teams recognized for their exceptional research quality by prominent industry evaluators, including Institutional Investor (II) and Greenwich Associates. Mr. Sharma's academic credentials include an MBA from the University of North Carolina at Chapel Hill, an MS from MNNIT, and a BS in Accounting from the University of Allahabad.

Mr. Prabhat Ranjan

CFA – Co-Fund Manager

With over seven years of dedicated experience in investment management, specializing in equity and investment research, I hold a B.Tech from BVP, Pune, and an MBA from the Delhi School of Economics. I am also a charter holder from the CFA Institute, USA.

Mr Satwik Jain

Fund Manager

Mr. Satwik Jain is the Founder of Generational Capital and serves as a Fund Manager for the Right Horizons Perennial Fund. He also leads the Investment Committee at Generational Capital Bharat Breakout AIF. His extensive experience spans equities, alternative assets, and Mergers & Acquisitions (M&A). Prior to his current roles, Mr. Jain held leadership positions at Client Associates and Deloitte. He also functions as a strategic investor at Bimaplus. In addition to his investment pursuits, Mr. Jain is a co-founder of fitnessholic.com, a digital platform aggregating fitness centres. He earned an MBA in Finance and Marketing from IMT Ghaziabad and is also a professional golfer. Furthermore, Mr. Jain contributes to the startup ecosystem as a Venture Partner at Venture Catalysts, an angel investor, a contributing author, and a speaker at international conferences and seminars. Notably, he attained financial independence at the age of 26, exceeding his personal target of achieving this milestone by age 30.

Mr. Vijay Chauhan

Co-Fund Manager

Senior Investment Analyst with over five years of dedicated experience in equity research. Possesses a Bachelor of Technology degree from IIT and a Master of Business Administration from IIM.

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Regulatory Information

Registered Office: #6, Arakere Village, Begur Hobli, South Taluk, B.G. Road, Bangalore – 560 076.

Disclaimer

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