Special 
Mr. Achin Goel serves as a Portfolio Manager at Bonanza Portfolio Ltd., where he oversees Portfolio Management Services (PMS) across various strategies, managing over 250 crores for high-net-worth individuals. With over 14 years of experience in senior roles across the capital markets, including personal finance, portfolio management, wealth management, algorithmic trading, broking services, insurance, and mutual funds, he brings a wealth of expertise to his role. Mr. Goel holds graduate and postgraduate degrees from ICT and Eastern Michigan University, respectively, and is a CFA charter holder, CFP, and has a PGDRM from the Institute of Insurance and Risk Management. He began his career by leading Bonanza’s online broking division for over five years before heading the company’s wealth management vertical. His current responsibilities involve managing diverse portfolio strategies within the PMS segment. Known for his strengths in portfolio management, financial planning, product expertise, leadership, and conflict resolution, Mr. Goel is dedicated to delivering industry-leading returns. He employs technology-driven solutions and relies on a dedicated research team to provide strategic, informed investment decisions and comprehensive client support.
To invest into companies which are fundamentally sound and presents strong prospect of continuously generating above average ROE compared to industry peers. Scheme focuses to identify such emerging winners in the industry which are currently undervalued thereby generating an opportunity to generate higher risk adjusted returns for the investor. This fund is sector and market cap agnostic with and driven by quality and profitability of businesses which we invest in
Up to 100% in equities, Not more than 10% in particular , stock and 25% in particular sector , Diversified Portfolio, Timely profit booking and stop-loss policy
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