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Angel One Asset Management Company Limited (Angel One AMC) is a wholly owned subsidiary of Angel One Limited and an asset manager to Angel One Mutual Fund. Angel One AMC is a passive only Fund House, as they believe passive investing democratizes access to financial markets by eliminating the guesswork of stock and portfolio manager selection. The aspiration of the company is to become investors’ North Star by empowering a billion lives through ETFs and Index Funds.
Angel One Mutual Fund’s passive investment products (i.e., Index Funds and ETFs) is designed to offer clients a low-cost, transparent and accessible pathway to wealth creation. The aspiration of the company is to become investors’ North Star by empowering a billion lives through passive investing.
Core Beliefs of Angel One AMC are listed below –
The following are some of the key information regarding the Angel One Asset Management Company Limited
| AMC Incorporation date | May 4, 2023 |
| Headquarters in | Mumbai |
| Name of the Sponsor | Angel One Limited |
| Trustee organisation | Angel One Trustee Company Limited |
| Executive Director and CEO | Hemen Bhatia |
| Chief Investment Officer | Mehul Dama |
| Compliance Officer | Ferhana Mansoor |
| Investor Relation Officer | Murali Ramasubramanian |
Mehul Dama (Fund Manager since Feb 2025) –
Mehul is a Chartered Accountant by profession with 19+ years of work experience in financial services industry including 14 years in Indian Passive Mutual Fund industry across operations, fund accounting, valuation, and investment roles. Mehul was part of core team at Benchmark AMC which pioneered ETF business in India, post which he has worked with Goldman Sachs India AMC. In his previous role, he was a Fund Manager – Passive Funds in Nippon Life India AMC. He specializes in portfolio management of Exchange Traded Funds and Index Funds.
Kewal Shah (Fund Manager since Feb 2025) –
Kewal Shah has an overall experience of over 10 years across Operations and Dealing functions in the mutual fund industry. Prior to joining Angel One AMC, Kewal Shah was associated with ICICI Prudential AMC as Fund Manager where he managed domestic and international ETFs along with other passive funds for around 2.5 years, prior to which he was part of the Operations team for around 5 years. He was also associated with Philip Capital (India) Pvt. Ltd. and JM Financial Services Ltd. as a part of Operations team.
Step 1: Log In to the Angel One platform
Access the Angel One app or website using your login credentials to get started.
Step 2: Navigate to the mutual funds section
Once logged in, locate the “Mutual Funds” option at the top of the screen and click on it.
Step 3: Explore mutual funds
Browse through an extensive range of over 4,000 mutual fund options under the “Explore Mutual Funds” section.
Step 4: Select a fund based on key parameters
Evaluate funds by reviewing essential factors like past returns, associated risks, and volatility. This helps you choose a fund that aligns with your financial goals.
Step 5: Compare similar funds
Use the “View Detailed Comparison” tool to compare similar funds, ensuring an informed decision.
Step 6: Finalise your investment details
Once you’ve chosen a fund, enter the investment amount, select a one-time lump sum or monthly SIP option, and click “Invest Now.”
Step 7: Complete payment
Make the payment, and your selected fund will be added to your portfolio.
Note: Minimum investment requirements are displayed for each fund. Adjust your investment amount as per your financial objectives to build a portfolio that suits your needs.
Investing in mutual funds through Angel One is a straightforward process, but certain documents are required to comply with regulatory norms and verify your credentials. Below is an elaboration of the essential documents you’ll need:
A PAN card is a mandatory requirement for all mutual fund investments. It serves as a primary identification document and is used to track investments for taxation purposes.
An Aadhaar card with your current residential address is typically accepted as proof of address. Make sure your Aadhaar details are up to date, as accurate information is crucial for smooth communication and documentation.
A recent bank statement showing your name and account number is essential to validate your bank account details. Alternatively, you can provide a personalised cancelled cheque leaf with your signature. This ensures that any mutual fund transactions, such as investments or redemptions, are linked to the correct bank account.
For investments in derivatives like Futures and Options (F&O) through mutual funds, income proof such as the latest salary slip, bank statement, or ITR acknowledgment slip may be required.
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