Agreya 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 Agreya Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Agreya PMS - Snapshot
Total AUM
1 Year Return
Minimum Investment
Experience
Active Clients
Agreya Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
Overall Rating
Star Rating
Overview of Agreya Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Agreya PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Agreya PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Agreya PMS Investment Strategies
Strategy Name | Momentum | Total Return | Multi-Asset Enhancer | Total Return Enhancer |
Start Date | 31-Aug-18 | 14-Sep-18 | 04-Jun-19 | 22-Feb-21 |
Category | Large Cap | Multi Cap | Multi Asset | Multi Cap |
Benchmark | Nifty 50 | S&P BSE 500 | NSE Multi Asset Index 1 | S&P BSE 500 |
AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
No. of Stocks | 27 | Not Disclosed | Not Disclosed | Not Disclosed |
1 Yr. Return | 33.45% | 39.31% | 15.44% | 36.66% |
3 Yr. Return | 14.43% | 15.08% | 9.66% | 16.24% |
5 Yr. Return | 20.83% | 27.17% | 14.00% | NA |
Fund Manager | Mr. Arjun Narsipur | Mr. Shailendra Agarwal | Mr. Arjun Narsipur | Mr. Arjun Narsipur |
Top Portfolio Managers of Agreya Portfolio Management Services
#1
#2
Agreya Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Agreya Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Agreya PMS - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
Agreya Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Agreya Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Agreya PMS Backoffice or Dashboard Link
Web Platform