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Basant Maheshwari PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Basant Maheshwari Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Basant Maheshwari PMS - Snapshot

Total AUM

Rs.359.31 Cr.

1 Year Return

9.68%

Minimum Investment

Rs.50 Lakh

Experience

9 Years

Active Clients

283

Basant Maheshwari Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.60 / 5

Fees

3.53 / 5

Experience

3.71 / 5

Support

3.69 / 5

Facilities

3.57 / 5

Overall Rating

3.62 / 5

Star Rating


Overview of Basant Maheshwari Portfolio Management Services

Organization Type

Private

Head Office

Kolkata, West Bengal

Founder

Basant Maheswari

Founded In (year)

2015

No. of Active Clients

283

Minimum Investment

Rs.50 Lakh

Investment Strategies

0

Basant Maheshwari PMS Returns or Performance

1 Year

9.68%

Nifty 50 - 1 Year

17.34%

3 Year

18.53%

Nifty 50 - 3 Year

13.57%

5 Year

12.11%

Nifty 50 - 5 Year

20.77%

Basant Maheshwari PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Basant Maheshwari PMS Investment Strategies

Strategy Name Vision 2030 Focused Small Cap
Start Date 17-Feb-16 31-Dec-12
Category Multi Cap Small Cap
Benchmark S&P BSE 500 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 6.55% 12.80%
3 Yr. Return 16.15% 20.90%
5 Yr. Return 8.07% 16.15%
Fund Manager Mr. Basant Maheshwari Mr. Basant Maheshwari

Top Portfolio Managers of Basant Maheshwari Portfolio Management Services

#1

Mr. Basant Maheshwari

Basant Maheshwari Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Basant Maheshwari Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.50% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

1% within 1st Year

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Basant Maheshwari PMS - SEBI Details

SEBI Reg. No.

INP000004946

Contact Person

Basant Maheshwari

Telephone No.

8591866511

Address

Office No. 701, 7th Floor, Plot - 211, Dalamal Tower, Free Press Journal Marg, Nariman Point, Mumbai - 400021

Starting Date

Jan 18, 1992

Basant Maheshwari Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Basant Maheshwari Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Basant Maheshwari PMS Backoffice or Dashboard Link

Web Platform

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