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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 | −2.1% | −5.6% | +3.5% |
| 3 Months | −5.3% | −3.6% | −1.7% |
| 6 Months | +49.4% | +8.1% | +41.4% |
| 1 Year | +11.9% | −2.3% | +14.3% |
|---|
| 2 Years | −0.7% | −3.9% | +3.2% |
|---|
| 3 Years (CAGR) | +14.2% | +9.2% | +5.0% |
|---|
| 4 Years (CAGR) | +29.1% | +11.2% | +17.8% |
|---|
| 5 Years (CAGR) | +21.9% | +8.9% | +13.0% |
|---|
| Since launch | +22.1% | +11.7% | +10.4% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 34.4%
Ghalla Bhansali Stock Brokers’s story and investment philosophy are on the Ghalla Bhansali Stock Brokers firm page.
Mukesh Dedhia
Director, CA, CFP, FRM, LUTCF
Mukesh Dedhia is a Chartered Accountant, Certified Financial Planner, FRM, and LUTCF, with nearly three decades of experience in capital markets and private wealth management. At Ghalla Bhansali Group, he applies his expertise in financial planning, investments, and wealth strategies to guide clients toward their long-term financial goals. He has also completed the Senior Management Program at IIM Calcutta, further strengthening his leadership acumen. Beyond the Group, Mukesh has served as a Board Member of the Financial Planning Standards Board India and is a Committee Member of the Kutch Corporate Forum. He is an accomplished author and speaker, having written numerous articles for leading publications and authored the book "Money Plant." A visiting faculty at top management institutes and a sought-after industry speaker, Mukesh embodies his belief in continuous learning, currently pursuing the CFA designation as a Level 3 candidate.
Vijay Nandu
Director
Vijay Nandu brings with him over three decades of rich experience in capital markets, taxation, and audit. At Ghalla Bhansali Group, he oversees Operations and Back Office functions, ensuring that the organization runs on robust, compliant, and efficient systems. His meticulous approach and in-depth knowledge of regulatory practices and financial structuring have played a vital role in strengthening the Group's operational framework. A seasoned professional, Vijay has built a reputation for precision, reliability, and integrity. His leadership ensures that processes remain seamless and adaptable to the dynamic financial services landscape, thereby contributing significantly to the Group's growth and stability.
Ritesh Poladia
Director
Ritesh Poladia brings with him over three decades of experience in equity markets. He began his career in 1994 as a Proprietor Sub-Broker and, over the years, advanced to become Head of Research before taking on his current role as Director at Ghalla Bhansali Stock Brokers Pvt. Ltd. Ritesh specializes in building and maintaining financial models, undertaking detailed company valuations, and developing robust forecasting frameworks with his deep analytical expertise and research-driven approach. In addition to his professional contributions, he has co-authored the book "Indian Economy, Global Scenario," reflecting his keen interest in economic trends and capital market developments.
Paresh Visharia
Director
Paresh Visharia has nearly two decades of experience in equity markets and plays a key role in overseeing Operations and Back Office functions at Ghalla Bhansali Group. A Commerce graduate, he has built a strong foundation in operational management, compliance, and client servicing, ensuring that processes run seamlessly and efficiently. With his practical expertise and steady leadership, Paresh contributes to strengthening the Group's operational backbone, enabling smooth execution and reliability across functions. His focus on discipline, accuracy, and service standards helps uphold the Group's reputation for trust and excellence.
Swati Rajapkar
Compliance Officer
Swati Rajapkar brings over two decades of dedicated experience with Ghalla Bhansali Stock Brokers Pvt. Ltd., where she has gained comprehensive exposure across Back Office, Accounts, Settlements, and Compliance. Her in-depth understanding of operational processes and regulatory requirements enables her to ensure that the firm's practices remain efficient, transparent, and fully compliant with industry standards. As Compliance Officer, Swati plays a pivotal role in maintaining the organization's integrity and adherence to evolving regulations, contributing to the Group's reputation for trust and reliability.
Rohan Ghalla
CFA, Director
Rohan Ghalla brings with him over two decades of investing experience, backed by strong academic and professional credentials. He is a CFA Charterholder from the CFA Institute, USA, holds an MBA from NMIMS, and a BMS from Mumbai University. Before joining Ghalla Bhansali, Rohan gained valuable global exposure during his five-year tenure with JP Morgan's equity research division, where he specialized in analyzing Emerging Market equities. In addition to his professional career, Rohan has contributed to academia as a visiting faculty at NMIMS, ITM, and Welingkar Institute, sharing his expertise with future finance professionals. At Ghalla Bhansali, he leverages his deep research insights and investment acumen to strengthen the Group's market strategies and client offerings.
Bhavesh Bhatt
President
Bhavesh Bhatt has been associated with Ghalla Bhansali Stock Brokers Pvt. Ltd. since 2010 and currently serves as President. With over two decades of diverse professional experience across industries such as hospitality, finance, automobiles, mutual funds, and insurance, he brings a broad and versatile perspective to the organization. He holds a Master's degree in Financial Services Management from Mumbai University, a Post Graduate Diploma in Business Management from MET, and has successfully cleared the CFP modules conducted by FPSB India. As a keynote speaker, Bhavesh has conducted numerous Investor Awareness and Education Programs at corporate events, trade associations, and educational institutions. A unique facet of Bhavesh's journey is his background in sports: he represented India at the World Championships in Karate. This discipline instilled in him a calm mindset and unwavering focus, qualities he applies to helping clients achieve their financial goals with clarity and determination.
Jyoti Poojari
Compliance Officer for DP Department
Jyoti Poojari brings over two decades of dedicated experience with Ghalla Bhansali Stock Brokers Pvt. Ltd., having joined the firm in July 2000. She has developed extensive expertise in managing DP (Depository Participant) operations, including client account handling, securities settlements, and compliance oversight, ensuring seamless and secure depository services for clients. As Compliance Officer for the DP Department, Jyoti plays a crucial role in safeguarding the organization's depository practices against risks, while adapting to regulatory changes from bodies like SEBI. Her commitment to precision and integrity strengthens the Group's foundation of trust, operational efficiency, and client-centric reliability.
Registration No
INP000004334
Fund Manager
RITESH A. POLADIA
Principal Officer
RITESH A. POLADIA
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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