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

Ambit Capital PMS - Snapshot

Total AUM

Rs.2786.03 Cr.

1 Year Return

26.39%

Minimum Investment

Rs.50 Lakh

Experience

27 Years

Active Clients

1,634

Ambit Capital Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.16 / 5

Fees

3.96 / 5

Experience

4.14 / 5

Support

4.04 / 5

Facilities

4.00 / 5

Overall Rating

4.06 / 5

Star Rating


Overview of Ambit Capital Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Ashok Wadhwa

Founded In (year)

1997

No. of Active Clients

1,634

Minimum Investment

Rs.50 Lakh

Investment Strategies

4

Ambit Capital PMS Returns or Performance

1 Year

26.39%

Nifty 50 - 1 Year

17.34%

3 Year

12.90%

Nifty 50 - 3 Year

13.57%

5 Year

19.15%

Nifty 50 - 5 Year

20.77%

Ambit Capital PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No AMC

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%

Ambit Capital PMS Investment Strategies

Strategy Name Good and Clean India Fund Emerging Giants Coffee Can TenX Portfolio
Start Date 12-Mar-15 01-Dec-17 06-Mar-17 13-Dec-21
Category Mid Cap Small Cap Large Cap Small & Mid Cap
Benchmark S&P BSE 500 S&P BSE 500 Nifty 50 S&P BSE 500
AUM (Rs.) Rs.563.69 Cr. Rs.331.56 Cr. Rs.1123.52 Cr. Rs.196.57 Cr.
No. of Stocks Not Disclosed Not Disclosed Not Disclosed 10
1 Yr. Return 41.22% 11.50% 29.01% 23.82%
3 Yr. Return 16.78% 12.70% 9.23% NA
5 Yr. Return 19.35% 24.54% 13.56% NA
Fund Manager Mr. Trilok  Agarwal Mr. Trilok  Agarwal Mr. Siddharth Bothra Mr. Trilok  Agarwal

Top Portfolio Managers of Ambit Capital Portfolio Management Services

#1

Mr. Trilok Agarwal

#2

Mr. Siddharth Bothra

Ambit Capital 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 7 Working days

Ambit Capital Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Ambit Capital PMS - SEBI Details

SEBI Reg. No.

INP000005059

Contact Person

Parimal Deuskar

Telephone No.

022 6623 3000

Address

Ambit house 449, senapati Bapat Marg, lower parel, MUMBAI, MAHARASHTRA, 400013

Starting Date

Apr 07, 2016

Ambit Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Ambit Capital Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Ambit Capital PMS Backoffice or Dashboard Link

Web Platform

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