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Ayan Analytics PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Ayan Analytics Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, Ayan Analytics Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Ayan Analytics PMS - Business Summary

Total AUM

Rs.301.35 Cr.

Avg. 1 Year Return

4.73%

Active Clients

370

No. of Strategies

5

Minimum Investment

Rs.50 Lakh

Experience

3 Year

Compounded Annual Returns of Ayan Analytics Portfolio Management Services

1 Year

4.73%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Ayan Analytics PMS Charges or Fees

Fixed Fees

1.35% of Fund Value

Variable AMC

0.65% of Fund Value

Variable Profit Sharing

14% (If Profit above 14%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Ayan Analytics PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Ayan Analytics Upswing PMS Strategy 200.01 2.86%
Ayan Analytics Honeycomb PMS Strategy 25.98 6.50%
Ayan Analytics Direct Mf PMS Strategy Not Disclosed 3.18%
Ayan Analytics Eternal Long Life PMS Strategy 46.47 5.08%
Ayan Analytics Top 100 Equity PMS Strategy Not Disclosed 6.04%

Top Fund Managers of Ayan Analytics Portfolio Management

#1

NA

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Investment Solutions offered by Ayan Analytics Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Support provided by Ayan Analytics Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Ayan Analytics PMS Dashboard or Backoffice Platform

Web Platform


Ayan Analytics Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Ayan Analytics PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Ayan Analytics Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000007614

Contact Person

Mr.Ramaswamy Vaidyanath

Telephone No.

91-022-00000000

Address

Flat No. 23, Wing C, Floor 2,Shreerang Unit11, Shreerang society, N G Marg,Thane,MAHARASHTRA,400601

Starting Date

07 November 2022

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