A one-stop solution for all your wealth management needs.
Bonanza Wealth is one of the most trusted providers of wealth management services, with over three decades of experience helping investors build lasting wealth. It offers Portfolio Management Services (PMS), Mutual Fund PMS, Alternative Investment Funds (AIF), and personalised investment advisory solutions across 250+ cities and 700+ branches. Bonanza Opportunity Fund is a Category III long-short fund that seeks to generate alpha with a disciplined focus on risk management, aiming to provide an all-weather solution for long-term wealth creation.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
BONANZA AEGIS
BONANZA EDGE
BONANZA VALUE
BONANZA MULTICAP
BONANZA GROWTH
BONANZA PRIMA FUND AGGRESSIVE
BONANZA PLATINUM ALPHA FUND
BONANZA OPTIMA STRATEGY
Achin Goel
Director, Bonanza Portfolio Limited
Achin Goel is a Director of Bonanza Portfolio Limited and the SEBI-registered contact person for Bonanza Wealth Investment Trust. He is a member of the founding Goel family of the Bonanza Group, which established the firm in 1994. The Sarvodaya Enclave address is the family's Delhi residence.
Satya Prakash Goel
Whole Time Director
Shiv Kumar Goel
Chief Executive Officer (CEO)
Trupti Milind Khot
Head - Compliance
Abhay Bansal
Company Secretary
Umesh Nandkumar Anjarlekar
Chief Financial Officer
Swati Agrawal
Compliance Officer (Merchant Banking)
Vinod Kumar
Head of Customer Care & Legal Department
Anil Akut
Compliance Officer (Bonanza Commodity Broker Pvt Ltd)
Vinita Mayekar
Compliance Officer of DP
Rakesh Pandey
Operations Manager
Mr. Rakesh Pandey is a seasoned finance professional with over 12 years of combined experience in Investment Banking, and Fund Operations Activities. He has a deep understanding of AIFs RTA operations, client onboarding, trade settlement, trade lifecycle management, reconciliation, and reporting.
Puneet Kinra
Head Quant and System Trading
Mr. Puneet Kinra oversees algorithmic trading strategies for equity and derivative markets. With over 20+ years of experience in research across capital markets including algorithmic trading, portfolio management and retail trading for indices, stocks, futures and options.
Manas Jain
Business Strategist
Bachelors in Technology, IIT Bombay
Mr. Manas Jain holds a Bachelors in Technology from IIT Bombay. Additionally in the field, he holds exposure in financial risk management. He handles overall business strategies.
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.
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