PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
Q India Value Equity Strategy - Constrained V
ICICI Prudential PMS Contra Strategy
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −1.2% | −5.6% | +4.3% |
| 3 Months | −4.7% | −3.6% | −1.1% |
| 6 Months | +32.8% | +8.1% | +24.7% |
| 1 Year | +5.5% | −2.3% | +7.8% |
|---|
| 2 Years | −2.9% | −3.9% | +1.0% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +4.8% | +11.7% | −6.9% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 30-month window · Source: Computed from NAV history
Maximum drawdown: 38.3%
Arth PMS’s story and investment philosophy are on the Arth PMS firm page.
Niraj Bardia
Fund managerManaging Director & Portfolio Manager
Mr. Niraj Bardia is the founder of Arth Portfolio Management Private Limited – a SEBI registered PMS. He is a qualified Chartered Accountant and holds the Chartered Financial Analyst (CFA) certification from the US. He has previously worked at ICICI Mutual Fund & Multi-Act PMS in various roles in the domain of equity research & investment management before starting his own SEBI registered investment advisory firm in August 2018. His advisory setup was converted into a PMS after the receipt of portfolio management license from SEBI in January 2024. Under the PMS, he is chiefly responsible for carrying out the core functions of equity research and portfolio management.
Bajrang Bardia
Chief Operating Officer
With over 40+ years of experience in domain of finance, accounting and corporate affairs, he adds immense value in managing the day-to-day affairs of the company. He oversees the accounting, legal, taxation & secretarial functions of the company.
Deepak Bangera
Chief Business Development Officer
Deepak is a veteran within the industry with a rich experience in the PMS operations domain spanning over 15 years. He holds the prestigious Master of Business Administration (MBA) certification and has worked with reputed asset management companies in the past. Under the PMS he is responsible for overseeing its core operations. He finds great pleasure in interacting with like-minded investors and hence going at great lengths to ensure client satisfaction comes naturally to him.
Registration No
INP000008552
Fund Manager
Mr.Niraj Bardia
Principal Officer
Mr.Niraj Bardia
Inflow
₹0.51 Cr
Outflow
₹0.08 Cr
Net
₹0.43 Cr
Not reported — complaint data for this strategy isn't available yet.
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