Anvil Wealth Management Pvt. Ltd.

Shaping Your Investments

Portfolio Management Services, Advisory Services
and Alternative Investment Fund

Anvil Wealth
Management Pvt. Ltd.

Anvil Wealth Management Pvt. Ltd.(AWMPL) has been synonymous with Portfolio Management Services for over a decade. Our bottom-up approach and high conviction in and focus on business performance of the invested companies have helped us in generating consistently higher returns. As a result, our AUM has grown from Rs. 40 crores in H1FY09 to Rs.1,485 crores as of 30th of September, 2021.

Since July 2008, we have delivered a gross return of 27.51% CAGR v/s. a return of 11.76% CAGR for the benchmark Nifty index.

Our service, integrity and transparency have helped us gain complete trust and faith of our clients, and over a period of time, it has created an ever-expanding network of highly satisfied clients.

Our Philosophy

Bottom-up Approach,Concentrated Portfolio and Capital Protection

Our portfolio construction philosophy is based on bottom-up approach and finding high quality and high conviction stocks to create a concentrated portfolio. Our portfolios typically consist of 12-18 stocks. We are sector and market capitalisation agnostic.

The bottom-up approach emphasizes on investing in individual businesses, irrespective of the macro-economic and market cycles.

Capital protection is the cornerstone of our investment philosophy. Our strong buying discipline and thorough understanding of businesses have helped us in keeping booked capital loss below 0.6% p.a. since inception.

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Why Anvil ?

Reliability and Research are
our core strengths

Superior client service, integrity, honesty and reliability

are our core strengths.

Funds are managed by highly qualified, experienced and capable investment team.
Our working pattern is fast, flawless and transparent.
We are fully committed to protecting our clients’ interest.
We are one of the most trusted investment partners in the industry.

1,485

Asset Under Management

466

No. of Satisfied clients

23.67

Net Return- CAGR since inception

Testimonials

Our clients respect us and view us as their trusted investment partners. Here is what just a few of them had to say:

My association with Anvil Wealth Management has been for 7 years. I am extremely happy and satisfied with their in depth understanding of the equity markets, research capability, investment approach and the superlative return they have generated over the last 7 years. They are extremely fair and transparent and always work in the best interest of their clients. I have always felt that my money is in safe hands.

-Mitul G Doshi

I have been associated with Anvil Wealth Management for over 5 years now. They have really shaped my investment and created wealth for me. What I like the most about them is their investment philosophy and focus on capital protection. Also, their philosophy of creating a high conviction concentrated portfolio has helped in generating industry beating returns. They are honest, fair and transparent in their dealing with clients.

-Dilip Shah

Anvil Wealth Management has created real wealth for me and my family. I have been associated with them since inception. It's not only about the superior returns they have generated over a period of time but also about their service, integrity and transparency in dealing with clients. The most important point is that dealing with them is always smooth and hassle free, they are always accessible for getting any clarification, and it's a very personalised service.I feel happy and proud in being a part of the Anvil family.

-Rajiv Shah

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