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2Point2 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 2Point2 Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

2Point2 PMS - Snapshot

Total AUM

Rs.1379.12 Cr.

1 Year Return

23.90%

Minimum Investment

Rs.50 Lakh

Experience

19 Years

Active Clients

732

2Point2 Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.01 / 5

Fees

3.81 / 5

Experience

3.85 / 5

Support

3.99 / 5

Facilities

3.89 / 5

Overall Rating

3.91 / 5

Star Rating


Overview of 2Point2 Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Amit Mantri, Savi Jain

Founded In (year)

2005

No. of Active Clients

732

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

2Point2 PMS Returns or Performance

1 Year

23.90%

Nifty 50 - 1 Year

17.34%

3 Year

19.50%

Nifty 50 - 3 Year

13.57%

5 Year

23.60%

Nifty 50 - 5 Year

20.77%

2Point2 PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

2Point2 PMS Investment Strategies

Strategy Name Long Term Value Fund
Start Date 20-Jul-16
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1379.12 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 23.90%
3 Yr. Return 19.50%
5 Yr. Return 23.60%
Fund Manager Mr. Amit Mantri

Top Portfolio Managers of 2Point2 Portfolio Management Services

#1

Mr. Amit Mantri

2Point2 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 5 Working days

2Point2 Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.5% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

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2Point2 PMS - SEBI Details

SEBI Reg. No.

INP000005190

Contact Person

Bhavit Kirit Visaria

Telephone No.

022 6940 2357

Address

D-907, Oberoi Splendor, Opp. Majas Depot,, J.V. Link Road, Andheri East, MUMBAI, MAHARASHTRA, 400060

Starting Date

Jun 30, 2016

2Point2 Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

2Point2 Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

2Point2 PMS Backoffice or Dashboard Link

Web Platform

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