The goal was never about more money. The goal was freedom.
Atlas Integrated Finance Ltd offers portfolio management and mutual fund distribution services to HNIs, Ultra HNIs, corporates and family offices, with a singular focus on creating wealth for the firm's clients. The firm has been a SEBI-registered Portfolio Manager since 2001 and has served clients since 1994. In association with LIC Mutual Fund AMC, it launched Asia's first G-Sec Debt ETF and India's first structured G-Sec Debt product. It also designed and structured the GSEC10 NSE Index in association with LIC AMC and NSE. The National Stock Exchange of India has recognised the firm for 25 years of client servicing.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Midcap PMS Fund
Debt Equity Hybrid PMS fund
Nilesh B Shah
Chairman & Managing Director
Founder & Managing Director of Atlas Integrated Finance Ltd. Holds a B.E. in Electrical from V.J.T.I. and a D.A.M. from Jamnalal Bajaj Institute of Management Studies.
Sucheta N Shah
Promoter & Director
Holds a Master's in Management (Finance) from S.P. Jain Institute of Management, Mumbai, with 25 years of experience in finance. Independent Director on various corporate boards.
Miloni R Shah
Partner – Wealth Solutions
MBA, NISM-Series-XIX-A
Holds an MBA from Welingkar Institute of Management Development & Research, Mumbai, with over 7 years of professional experience in client servicing, client management and strategic communications. NISM-Series-XIX-A certified in Alternative Investment Funds (Category I and II). As Partner – Wealth Solutions, she focuses on client relationships and tailored investment and wealth management solutions.
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