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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

Rs.1084.29 Cr.

1 Year Return

31.22%

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Active Clients

376

Agreya Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.95 / 5

Fees

3.76 / 5

Experience

3.79 / 5

Support

3.93 / 5

Facilities

3.83 / 5

Overall Rating

3.85 / 5

Star Rating


Overview of Agreya Portfolio Management Services

Organization Type

Private

Head Office

Bangalore, Karnataka

Founder

Vivek Vasudevan

Founded In (year)

2018

No. of Active Clients

376

Minimum Investment

Rs.50 Lakh

Investment Strategies

4

Agreya PMS Returns or Performance

1 Year

31.22%

Nifty 50 - 1 Year

17.34%

3 Year

13.85%

Nifty 50 - 3 Year

13.57%

5 Year

20.67%

Nifty 50 - 5 Year

20.77%

Agreya PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1.2% of Fund Value

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%

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

Mr. Arjun Narsipur

#2

Mr. Shailendra Agarwal

Agreya 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 7 Working days

Agreya Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.2% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

Free

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Agreya PMS - SEBI Details

SEBI Reg. No.

INP000006077

Contact Person

NA

Telephone No.

080 4169 0158

Address

No. 360, 6th Main, 1st Block,, Koramangala, BANGALORE, KARNATAKA, 560034

Starting Date

Jul 18, 2018

Agreya Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Agreya Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Agreya PMS Backoffice or Dashboard Link

Web Platform

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