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

Roha PMS - Snapshot

Total AUM

Rs.376.22 Cr.

1 Year Return

41.68%

Minimum Investment

Rs.50 Lakh

Experience

4 Years

Active Clients

115

Roha Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.81 / 5

Fees

3.68 / 5

Experience

3.64 / 5

Support

3.72 / 5

Facilities

3.83 / 5

Overall Rating

3.74 / 5

Star Rating


Overview of Roha Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Dhiraj Sachdev

Founded In (year)

2020

No. of Active Clients

115

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Roha PMS Returns or Performance

1 Year

41.68%

Nifty 50 - 1 Year

17.34%

3 Year

26.89%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Roha PMS Charges or Cost

Fixed Fees

2.25% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 15% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Roha PMS Investment Strategies

Strategy Name Emerging Champions Portfolio
Start Date 30-Sep-20
Category Small & Mid Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 41.68%
3 Yr. Return 26.89%
5 Yr. Return NA
Fund Manager Mr. Dhiraj Singh Kohli

Top Portfolio Managers of Roha Portfolio Management Services

#1

Mr. Dhiraj Singh Kohli

Roha Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Roha Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.15% 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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Roha PMS - SEBI Details

SEBI Reg. No.

INP000007030

Contact Person

RAHUL RAI

Telephone No.

022 4976 7774

Address

JJT HOUSE A 44/45 ROAD NO 2 MIDC, ANDHERI EAST MUMBAI, MUMBAI, MAHARASHTRA, 400093

Starting Date

Jul 29, 2020

Roha Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Roha Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Roha PMS Backoffice or Dashboard Link

Web Platform

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