Invesco Asset Management (India)
Invesco Asset Management (India) caters to the investment needs of domestic and global investors, including individuals, corporates, and institutions, through mutual funds and sub-advised portfolios. Their product portfolio is managed by dedicated teams focused on achieving optimal balance and results. Committed to delivering exceptional financial care and service, Invesco adheres to sustainable business models and processes that adapt to rapidly changing market conditions. Investors can expect top-tier investment products that leverage Invesco's expertise and global resources.
PMS AUM
₹ 889.27 Crores
No. of PMS Strategies:
5
Available AIFs:
0
Data as of :
30th June 2024
PMS Strategies and Performance Data
| PMS Provider Name | IA Name | AUM (in INR Cr.) | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years |
|---|---|---|---|---|---|---|---|---|
| Invesco Asset Management (India) Private Limited | Invesco India R.I.S.E Portfolio | ₹437.82 | 6.12% | 17.63% | 21.55% | 48.27% | 21.67% | 21.45% |
| Invesco Asset Management (India) Private Limited | Invesco India DAWN Portfolio | ₹334.51 | 5.28% | 12.63% | 20.87% | 42.02% | 23.47% | 20.35% |
| Invesco Asset Management (India) Private Limited | Invesco India Caterpillar Portfolio | ₹79.35 | 10.15% | 19.06% | 20.47% | 42.99% | 25.22% | 24.78% |
| Invesco Asset Management (India) Private Limited | Invesco India Challengers Portfolio | ₹29.12 | 9.35% | 14.89% | 17.50% | 40.23% | NA | NA |
| Invesco Asset Management (India) Private Limited | Invesco India Large Cap Core Portfolio | ₹8.47 | 6.44% | 11.62% | 19.37% | 37.45% | 13.17% | 12.48% |
*Upto 1 Year Returns are absolute, over 1 year are CAGR.
Key Personnel
Mr. Neelesh Dhamnaskar
Principal Officer
Neelesh has over 19 years of experience in equity research and fund management, with 14 years at Invesco Asset Management India. Since July 9th, 2022, he has been the Head of the PMS (Portfolio Management Services) department, overseeing all domestic PMS equity strategies and advising on India-dedicated offshore equity mandates. Prior to this role, Neelesh managed two actively managed equity funds (Mid Cap and Infrastructure) and overseas fund of fund schemes at Invesco Mutual Fund, in addition to analyzing various sectors. He previously worked at Enam (now part of Axis Bank), assisting the PMS Fund Manager, and held research positions at KR Choksey and Anand Rathi Securities Limited. Neelesh holds a Commerce degree and an MMS degree with a specialization in Finance from Mumbai University.
Kaushal Mehta
Head - Offshore Funds
Kaushal Mehta has 21 years of experience in financial markets. As the Head of Offshore Funds at Invesco, he provides investment advisory on fixed income portfolios for the PMS division and serves as the India investment specialist for Invesco’s global teams and clients. Previously, as Senior Vice President for Fixed Income Markets at LKP Securities Limited, he managed business performance, strategy, board reporting, and oversaw debt capital markets, fixed income broking, and global investor sales.
Kaushal holds a postgraduate degree in Commerce from the University of Mumbai and a Post Graduate Program in Management for Working Executives from IIM Indore.