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

Alchemy PMS - Snapshot

Total AUM

Rs.7256.74 Cr.

1 Year Return

44.36%

Minimum Investment

Rs.50 Lakh

Experience

25 Years

Active Clients

2,159

Alchemy Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.21 / 5

Fees

4.00 / 5

Experience

4.19 / 5

Support

4.05 / 5

Facilities

4.09 / 5

Overall Rating

4.11 / 5

Star Rating


Overview of Alchemy Portfolio Management Services

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

S. K. Mitra

Founded In (year)

1989

No. of Active Clients

2,159

Minimum Investment

Rs.50 Lakh

Investment Strategies

7

Alchemy PMS Returns or Performance

1 Year

44.36%

Nifty 50 - 1 Year

17.34%

3 Year

16.21%

Nifty 50 - 3 Year

13.57%

5 Year

18.15%

Nifty 50 - 5 Year

20.77%

Alchemy PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.50% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Alchemy PMS Investment Strategies

Strategy Name High Growth High Growth Select Stock Ascent Alpha 100 Smart Alpha 250 Alpha Small Cap Smart Alpha Small and Micro Cap
Start Date 08-May-02 19-Dec-08 03-Sep-19 16-Aug-23 10-Aug-23 06-Dec-23 06-Dec-23
Category Multi Cap Multi Cap Multi Cap Large Cap Large & Mid Cap Small Cap Small Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 Nifty 50 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.925.97 Cr. Rs.4569.91 Cr. Rs.593.22 Cr. Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 41 59 74 Not Disclosed Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 36.89% 48.92% 48.92% 34.25% 52.83% NA NA
3 Yr. Return 12.57% 17.95% 18.12% NA NA NA NA
5 Yr. Return 12.38% 19.86% 22.22% NA NA NA NA
Fund Manager Mr. Alok Agarwal Mr. Hiren Ved Mr. Alok Agarwal Not Disclosed Mr. Alok Agarwal Mr. Alok Agarwal Mr. Alok Agarwal

Top Portfolio Managers of Alchemy Portfolio Management Services

#1

Mr. Alok Agarwal

#2

Mr. Hiren Ved

Alchemy 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

Alchemy 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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Alchemy PMS - SEBI Details

SEBI Reg. No.

INP000000365

Contact Person

NA

Telephone No.

022 6617 1700

Address

B-4, Amerchand Mansion, 16 Madame Cama Road, Mumbai - 400001

Starting Date

May 16, 2015

Alchemy Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Alchemy Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Alchemy PMS Backoffice or Dashboard Link

Web Platform

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