JM Financial PMS or Portfolio Management – Performance, Cost, Support & more
JM Financial 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 JM Financial Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
JM Financial PMS - Snapshot
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Active Clients
JM Financial Portfolio Management Review & Ratings by Franchisebyte
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Experience
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Overview of JM Financial Portfolio Management Services
Organization Type
Head Office
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JM Financial PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
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Nifty 50 - 5 Year
JM Financial PMS Charges or Cost
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JM Financial PMS Investment Strategies
| Strategy Name | Focus | Growth and Value | India Resurgent Portfolio Series – III |
| Start Date | 15-Oct-12 | 04-Mar-05 | 04-Mar-15 |
| Category | Multi Cap | Large Cap | Flexicap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Rs.361.95 Cr. | Rs.114.04 Cr. | Not Disclosed |
| No. of Stocks | 45 | 44 | 29 |
| 1 Yr. Return | 42.69% | 42.90% | 55.28% |
| 3 Yr. Return | 13.29% | 11.51% | 20.06% |
| 5 Yr. Return | 17.34% | 16.62% | 28.61% |
| Fund Manager | Mr. Rakesh Parekh | Mr. Rakesh Parekh | Mr. Amish Kanani |
Top Portfolio Managers of JM Financial Portfolio Management Services
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JM Financial Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
JM Financial Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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JM Financial PMS - SEBI Details
SEBI Reg. No.
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JM Financial Portfolio Management Services - Eligibility Criteria
Age
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Investment
JM Financial Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
JM Financial PMS Backoffice or Dashboard Link
Web Platform
