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At Axis AMC, our portfolio management philosophy is built on the timeless principles of protection and growth. While the desire to grow money is natural, we believe that there is more to investments than just that. In a dynamic market environment, our customised wealth creation solutions are aimed at not only growing your wealth, but also crafting a bold future.

Our Portfolio Management Services are highly customised to cater to your needs, and enable you to achieve your goals. Our expertise is aimed at long term wealth creation and preservation that propels you towards a bold future. We manage existing portfolios as well as build new distinct portfolios for you based on your horizon and risk-taking capacity.

We have a highly experienced team of experts with a proven investment track record across market cycles and a meticulous investment process founded on superior market insights and adept risk management.

We offer capabilities across:

  • Domestic Equity
  • Fixed Income and PF Solutions

We endeavour to deliver risk adjusted returns to our investors, through our unique approach to investment.

Key highlights being:

Professional Management: Our experienced and well-qualified investment team ensures professional management of your funds as it seeks to deliver consistent long-term performance with focused risk management.

Portfolio Monitoring: We understand the underlying forces of equity as an asset class, so we monitor your investments on a regular basis in order to optimise your portfolio’s returns.

Key Pillars of the Axis Approach

  • Growth biased - focusing on sustainable growth
  • Look for quality businesses
  • Aim to deliver superior risk adjusted return
  • High conviction investors

Convenience: We ensure a hassle-free experience, with the help of administrative support, in terms of documentation and periodic performance statements.

Transparent and Regular Portfolio Reporting: We leverage technology to provide you with regular updates through our detailed portfolio reports, and allow you to easily track its activity and performance. A password protected web login will enable you to access portfolio details at the click of a button.

Trideep Bhattacharya

Trideep Bhattacharya

Senior Portfolio Manager – PMS, AXIS AMC

  • Trideep has over 20 years of experience in equities and portfolio management in India and other Asian Emerging Markets as well as developed equity markets
  • Before joining Axis AMC, he spent significant amount time as portfolio manager at State Street Global Advisors, and also with UBS Global Asset Management in London
  • He has been a well-established stock-picker and sell-side analyst in various investor surveys like Institutional Investor and Asia Money
  • He holds a B.Tech. degree (Electrical Engineering) from IIT Kharagpur and M.B.A. (Finance) from S.P. Jain Institute of Management & Research. He has also been a charterholder of CFA Institute, USA in the past.
Vishal Desai

Vishal Desai

Dealer – PMS, AXIS AMC

  • Vishal has over 9 years of experience in the financial industry including Mutual Funds
  • Previously, he was associated with J P Morgan & Capita India Pvt Ltd