INTRODUCING

BADJATE GROWTH FUND

A Large Cap & Mid Cap oriented Portfolio Management Service Fund

70+

Sharp minds digging the best opportunities

Rs.5000Cr +

Assets Handled

9000+

Clients Managed

Top 10

Top 10 performing PMS in India

The Strategic Edge

What Makes Us Consistently Give the BEST Returns

We pride ourselves on delivering top-notch products/services along with unmatched support. With years of experience in the industry, we have built a reputation for excellence and have become the go-to choice for customers who seek the best.

Proven PMS Expertise

₹150 Cr+ AUM with consistently being the top-10 ranked performance in Mid & Small Cap PMS strategies over the last 3 years.

Client-First Approach

Personalized portfolios with low churn, high conviction. Every decision is aligned with your long-term wealth creation goals

Legacy build to trust

Over 60 years of wealth management heritage. Among the earliest financial service pioneers in Central India

Harnessing Stability, Capturing Growth!

India’a Growth

India is set for strong economic growth, driven by its large, young, and increasingly educated population. The government’s stable and business-friendly policies, along with a strong central bank, are helping the economy grow. India is also investing heavily in infrastructure, reducing its trade deficit, and seeing more money come from within the country rather than just from abroad. With global supply chains shifting away from China, India’s economy is expected to reach over USD 5 trillion by 2027.

Why Small & Large Cap

Large-cap companies offer stability, lower volatility, and consistent dividends due to their established market presence, acting as a defensive investment during downturns. Mid-cap companies, on the other hand, provide higher growth potential and capital appreciation, often as emerging leaders, but come with higher volatility and cyclical exposure, meaning they are more sensitive to economic changes, making them suitable for investors with a moderate to high risk appetite.

The BADJATE Edge

Our research team has over 20 years of experience and more than 70 people who find the best investment chances. Our senior leaders also deeply understand the market. This combination gives our business a real advantage in finding good opportunities, helping us make smart decisions and stay ahead of the curve. Not only we pick the best stocks, we are in control of the risks and set to give the best returns in the market.

Your CHANCE to get on EARLY

Tap into India’s dynamic economy with a professionally managed portfolio balancing strong Large Caps and high-potential Mid Caps. Designed for investors ready to build significant long-term wealth.

FUNDAMENTAL Stock Selection

The strategy follows a bottom-up approach,
identifying businesses based on strong intrinsic strength.

Return Focused

Companies selected will typically have return ratios above market averages. Emphasis on buying quality at reasonable valuations.

Quality + Governance

The portfolio will focus on high-quality companies with a proven track record of corporate governance and sustainable business practices.

Risk Controlled

Structured framework with exposure limits at stock and sector levels. Continuous monitoring to manage downside risk and ensure alignment with thesis.

Delivering VALUE Beyond RETURNS

24 x 7 LIVE PORTFOLIO TRACKING
MONTHLY PORTFOLIO REPORTS
RELATIONSHIP MANAGER
REGULATION & TRANSPARENCY

Meet Our Talented Team

Our passionate and dedicated team brings together a diverse range of skills and expertise to deliver exceptional results. From creative visionaries to meticulous strategists, we work seamlessly together to meet and exceed our clients\’ expectations.

Mr. Anuj Badjate

MD & FUND MANAGER

Mr. Tushar Badjate

DIRECTOR & COMPLIANCE OFFICER

Mr. Mangesh Narnaware

VP RESEARCH & ASSOC FUND MANAGER

HARNESSING STABILITY, CAPTURING GROWTH

Invest in the
GROWTH of
India Story

A Large Cap & Mid Cap oriented
Portfolio Management Service Fund

Frequently Asked Questions (FAQs)

Get in touch now

Enjoy the complete BADJATE GROWTH experience from the Start

Over the years, BADJATE has outperformed TOP PMS and given above Alpha returns with our Multicap Fund. BADJATE GROWTH FUND marks the start of the new growth story that you can be part of!

0712-6604216/ 225

Direct On-Boarding For Clients


Client has an option of direct on-boarding with the Portfolio Manager without intermediation of persons engaged in distribution services and no charges except statutory charges shall be levied at the time of such on-boarding. The client shall inform the Portfolio Manager if he wishes to avail the option of direct on-boarding.

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