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 | −4.7% | −5.6% | +0.8% |
| 3 Months | −5.5% | −3.6% | −1.9% |
| 6 Months | +12.0% | +8.1% | +3.9% |
| 1 Year | −8.0% | −2.3% | −5.7% |
|---|
| 2 Years | +0.7% | −3.9% | +4.6% |
|---|
| 3 Years (CAGR) | +8.7% | +9.2% | −0.5% |
|---|
| 4 Years (CAGR) | +9.4% | +11.2% | −1.8% |
|---|
| 5 Years (CAGR) | +5.5% | +8.9% | −3.4% |
|---|
| Since launch | +14.2% | +11.7% | +2.5% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 19.0%
ClubMillionaire Financial Services’s story and investment philosophy are on the ClubMillionaire Financial Services firm page.
Paresh G Sangani
Founder Chairman, Managing Director & Chief Investment Officer
Paresh leads the firm and drives every investment decision. With roots in the family business from the age of 15, his investment philosophy is built on two decades of practical business experience and a deep study of value investing principles championed by Warren Buffett and Charlie Munger. He holds a PGDM in Marketing & Finance from Symbiosis, India, and completed his Executive Education in Value Investing from Columbia University, New York. He brings over 20 years in investment research and 22 years in business leadership.
Shivani Shah Sangani
Co-Founder & Whole-time Director
Shivani is a Co-Founder and Whole-time Director, she drives the firm's internal operations, ensuring seamless administration across all functions. She is a Post Graduate in Advertising and Public Relations from KC College of Management Studies, India.
Anju John Pereira
Chief of Staff & Acting COO
Anju serves as Chief of Staff and Acting COO, bringing over 14 years of experience in the financial services industry. She has previously been associated with HDFC Bank and Bhansali Equities, Dubai. She holds a Post Graduate degree in Finance and Marketing from MATS School (JGI Group), India, and a Master's in International Business from ESC Pau, France.
Navin Goyal
Vice President - Research & Investments
Navin is the Vice President for Research and Investments; he joined the Company as a Research Analyst in 2017. He is a qualified Chartered Accountant, CFA Charter holder & FRM (US). Navin has been with the firm for over 8 years, diligently working as a Senior Research Analyst to identify long-term investment opportunities in the listed markets.
Abdul Riaz
President - Client Relations
Riaz heads client relations at the firm, nurturing and managing relationships with key clients. With 20 years of experience in the industry and a prior association with Axis Bank, he brings both depth and a client-first approach to his role. He holds a Post Graduate degree with dual specialisation in Marketing and Banking from M S Ramaiah Institute of Management, Bangalore.
Latha Sanjith
President - Client Services
Latha heads the client services team, ensuring every client interaction - from onboarding and documentation to query resolution - is handled with care and precision. With over 15 years of experience across management, administration and operations, she is a dependable pillar of the firm's service delivery. She holds a Post Graduate degree in Computer Applications from Calicut University, India.
Jerry George
President - Operations & IT
Jerry is responsible for overseeing and managing the firm's complete operations and IT functions. He is a CFA Charter holder and Post Graduate from ICFAI, India, and brings 22 years of relevant industry experience. Prior to joining the firm, he was associated with Cochin Stock Brokers Ltd and Moat Financial Services Ltd.
Jyothi R N
Finance Manager
Jyothi brings over four decades of rich experience across public and private sector finance to her role. As a Chartered Accountant, she leads the Finance Team with responsibility for the firm's cash flow management and end-to-end financial operations.
Ms. Preethymol V
Manager - Compliance (PMS)
Preethy is responsible for overseeing regulatory compliance within the Portfolio Management Services division. She holds a Post Graduate degree with dual specialisation in Finance and Marketing from Bharathiar University, Coimbatore. She brings 13 years of relevant experience to her role, having previously been associated with Geojit Financial Services Pvt Ltd.
Registration No
INP000005380
Fund Manager
Mr.Paresh Girishchandra Sangani
Principal Officer
Mr.Paresh Girishchandra Sangani
Inflow
₹5.22 Cr
Outflow
₹32.63 Cr
Net
₹-27.41 Cr
Not reported — complaint data for this strategy isn't available yet.
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