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Adjudged “Best Performing Individual Financial Advisor - Mega Cities (West)” for the 6th time at CNBC-TV18's Financial Advisor Awards 2015 - 2016.

CNBC-TV18 Financial Advisor Awards 2015 - 2016

The true test of a Financial Advisor is in adverse market conditions, which the world witnessed over 2015-16. A few extraordinary individuals stood up to the challenge and earned intangible assets - admiration & respect. CNBC-TV 18 FINANCIAL ADVISOR AWARDS 2015 - 2016 honor those outstanding Financial Advisors who have delivered against the odds. Out of over 38000 aspiring entrants, we have been adjudged as the “Best Performing Individual Financial Advisor - Mega Cities (West)” for the 6th time.

About the awards

CNBC TV 18’s Financial Advisor Awards were started to recognize & acknowledge, the critical role played by financial advisors in the wealth creation & preservation process. These prestigious awards were India’s first and most authoritative evaluation that recognized the best financial advisors across the country and became a benchmark in the financial world and acknowledged the contribution financial advisors made to creating wealth and distributing expert and productive financial advice.

The Evaluation Process

ICRA Limited, India’s leading provider of investment information and credit rating services in India, and an Associate of Moody’s Investors Service, conducts the evaluation process. The assessment is carried out based on the following indicative parameters

Qualitative parameters

  • Educational / Professional Qualifications
  • Experience
  • Quality of research / advice
  • Quality of service - based on feedback from investor sample
  • Competitive Strengths and Market Position
  • Value Creation for Customers
  • Product Uniqueness and Innovation
  • Average tenure of relationship with clients
  • Forms of compensation (commission-rebate model or fees model)
  • Main Achievements

Quantitative parameters

  • Assets under management (size)
  • Asset profile
  • Investor Accounts
  • Number of investment advisors

The evaluation process is a three-stage process with the first stage being screening of completed nomination application forms. This stage is followed by short listing of a limited number of financial advisors in each category (top 10% - for example); detailed information is sought and analysis carried out based on extensive interactions with ICRA. The third stage involved three final short listed financial advisors going through a round of presentations to a jury comprising of industry experts, regulators, CNBC-TV18 representatives and representatives from ICRA.

Our Past Performance in Equity Mutual Funds Portfolio Management

  Last 10 Years Last 7 Years Last 5 Years Last 3 Years Last 1 Year
Period 30/09/07 - 30/09/17 30/09/07 - 30/09/17 30/09/12 - 30/09/17 30/09/14 - 30/09/17 30/09/16 - 30/09/17
Sensex 17291 - 31284 20069 - 31284 18763 - 31284 26631 - 31284 27866 - 31284
(CAGR: 6.1%)
(CAGR: 6.5%)
(CAGR: 10.8%)
(CAGR: 5.5%)
Average Return of
Equity Mutual Funds
(CAGR: 10.6%)
(CAGR: 11.5%)
(CAGR: 16.8%)
(CAGR: 12.5%)
Average Return of
(CAGR: 19.4%)
(CAGR: 21.2%)
(CAGR: 24.5%)
(CAGR: 19.5%)
  During Lull Phase Recovery Phase Previous  Rally Last Correction Current Recovery
Period 04/11/10 - 21/08/13 21/08/13 - 29/01/15 11/02/16 - 08/09/16 08/09/16 - 21/11/16 21/11/16 - 01/08/17
Sensex 20894 - 17906 17906 - 29682 22952 - 29045 29045 - 25765 25765 - 32575
-14% 66% 26.5% -11.3% 26.4%
Average Return of
Equity Mutual Funds
-17% 93% 31.1% -10.5% 28.9%
Average Return of
1% 132% 36.4% -9.6% 32%

Mutual fund investments are subject to market risks read all scheme related documents carefully. Investors in any scheme(s) are not being offered a guaranteed or assured rate of return and there can be no assurance that the schemes' objective will be achieved and the NAV of the scheme(s) may go up and down depending upon the factors and forces affecting securities market. Investment in mutual fund units involves investment risk such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the sponsor / AMC / Mutual Fund does not indicate the future performance of the scheme(s).

Our Advice

Property Vs Equity MFs Vs Gold

An eye opening presentation comparing the returns of different asset classes.

Past Picks

Check out a sampling from our history of picking future winners.

Market Timing

Check out a sampling of our market timing related advice.

Advice During Crucial Times

Keeping our heads during market euphoria and panic.


A life insurance policy is the sincerest love letter ever written.

Investor Feedback

Feedback from our esteemed investors.