PATERSON SECURITIES PRIVATE LIMITED • Equity
Paterson Leadership is an equity portfolio management service (PMS) strategy run by PATERSON SECURITIES PRIVATE LIMITED, launched on 1 Jun 2024. As of 30 Sep 2026, it manages ₹7.32 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +3.74% over 1 year (+2.52% since inception). Over 1 year, the Nifty 50 TRI returned -2.33%, so the strategy is 6.07 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by prasannabidkar.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.92% |
| 3 Months | -3.82% |
| 1 Year | +3.74% |
| Since Inception | +2.52% |
| management fee | Fixed Fees: AMC charge 2% |
| performance fee | Variable Fees: 0% |
| exit load | 1st year 1% 2nd year 1% 3rd year 1% after 3rd year 0% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callPaterson Leadership has a 1-year return of +3.74% and +2.52% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Paterson Leadership returned +3.74% against -2.33% for the Nifty 50 TRI, 6.07 percentage points ahead. Figures as of 30 Sep 2026.
Paterson Leadership is managed by prasannabidkar at Paterson Securities. The strategy manages ₹7.32 Cr of client assets as of 30 Sep 2026.
Paterson Leadership manages ₹7.32 Cr of client assets as of 30 Sep 2026.
The fee structure for Paterson Leadership includes: management fee: Fixed Fees: AMC charge 2%; performance fee: Variable Fees: 0%; exit load: 1st year 1% 2nd year 1% 3rd year 1% after 3rd year 0%.
The minimum investment for Paterson Leadership is ₹50 Lakhs.
Paterson Leadership was launched on 1 Jun 2024. It has a 2-year track record.
Description
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