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

Negen Capital PMS - Snapshot

Total AUM

Rs.1024.85 Cr.

1 Year Return

50.62%

Minimum Investment

Rs.50 Lakh

Experience

7 Years

Active Clients

855

Negen Capital Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.85 / 5

Fees

3.72 / 5

Experience

3.68 / 5

Support

3.76 / 5

Facilities

3.87 / 5

Overall Rating

3.78 / 5

Star Rating


Overview of Negen Capital Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Neil Bahal

Founded In (year)

2007

No. of Active Clients

855

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Negen Capital PMS Returns or Performance

1 Year

50.62%

Nifty 50 - 1 Year

17.34%

3 Year

26.69%

Nifty 50 - 3 Year

13.57%

5 Year

41.22%

Nifty 50 - 5 Year

20.77%

Negen Capital PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Negen Capital PMS Investment Strategies

Strategy Name Special Situations and Technology Fund
Start Date 10-Aug-17
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1024.86 Cr.
No. of Stocks 33
1 Yr. Return 50.62%
3 Yr. Return 26.69%
5 Yr. Return 41.22%
Fund Manager Mr. Neil Madan Bahal

Top Portfolio Managers of Negen Capital Portfolio Management Services

#1

Mr. Neil Madan Bahal

Negen Capital Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Negen Capital Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

0.75% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Negen Capital PMS - SEBI Details

SEBI Reg. No.

INP000005414

Contact Person

Yogen lavari

Telephone No.

022 6757 4427

Address

CITY HALL, KAMALA MILLS COMPOUND, P.B.MARG,LOWER PAREL WEST, MUMBAI, MAHARASHTRA, 400013

Starting Date

Apr 26, 2017

Negen Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Negen Capital Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Negen Capital PMS Backoffice or Dashboard Link

Web Platform

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