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

Alder Capital PMS - Snapshot

Total AUM

Rs.84.95 Cr.

1 Year Return

22.46%

Minimum Investment

Rs.50 Lakh

Experience

10 Years

Active Clients

28

Alder Capital Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.49 / 5

Fees

3.42 / 5

Experience

3.60 / 5

Support

3.58 / 5

Facilities

3.45 / 5

Overall Rating

3.51 / 5

Star Rating


Overview of Alder Capital Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Hemant Patel

Founded In (year)

2014

No. of Active Clients

28

Minimum Investment

Rs.50 Lakh

Investment Strategies

0

Alder Capital PMS Returns or Performance

1 Year

22.46%

Nifty 50 - 1 Year

17.34%

3 Year

13.06%

Nifty 50 - 3 Year

13.57%

5 Year

5.16%

Nifty 50 - 5 Year

20.77%

Alder Capital PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% 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%

Alder Capital PMS Investment Strategies

Strategy Name B2C Growth
Start Date 05-Oct-15
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 13
1 Yr. Return 22.46%
3 Yr. Return 13.06%
5 Yr. Return 5.16%
Fund Manager Mr. Hemant Patel

Top Portfolio Managers of Alder Capital Portfolio Management Services

#1

Mr. Hemant Patel

Alder 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 7 Working days

Alder Capital Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Not Provided

Switch Charges

1.15% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Alder Capital PMS - SEBI Details

SEBI Reg. No.

INP000003419

Contact Person

Hemant Bhaskar Patel

Telephone No.

022 4012 7009

Address

503 Morya Blue Moon, New Link Road, , Andheri West, MUMBAI, MAHARASHTRA, 400053

Starting Date

Aug 25, 2015

Alder Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Alder Capital Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Alder Capital PMS Backoffice or Dashboard Link

Web Platform

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