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

Angel One PMS - Snapshot

Total AUM

Rs.340.89 Cr.

1 Year Return

14.55%

Minimum Investment

Rs.50 Lakh

Experience

35 Years

Active Clients

281

Angel One Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.76 / 5

Fees

3.63 / 5

Experience

3.59 / 5

Support

3.66 / 5

Facilities

3.77 / 5

Overall Rating

3.68 / 5

Star Rating


Overview of Angel One Portfolio Management Services

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Dinesh Thakkar

Founded In (year)

1987

No. of Active Clients

281

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Angel One PMS Returns or Performance

1 Year

14.55%

Nifty 50 - 1 Year

17.34%

3 Year

15.59%

Nifty 50 - 3 Year

13.57%

5 Year

16.38%

Nifty 50 - 5 Year

20.77%

Angel One PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1% of Fund value

Variable Profit Sharing

10% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Angel One PMS Investment Strategies

Strategy Name Angel 1st Angel Versatile
Start Date 07-Feb-13 18-Sep-18
Category Flexicap Large Cap
Benchmark Nifty 50 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks 25 37
1 Yr. Return 16.30% 12.80%
3 Yr. Return 12.97% 18.21%
5 Yr. Return 17.10% 15.65%
Fund Manager Mr. Mayuresh Joshi Mr. Mayuresh Joshi

Top Portfolio Managers of Angel One Portfolio Management Services

#1

Mr. Mayuresh Joshi

Angel One 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 3 Working days

Angel One 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

1% within 1st Year

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Angel One PMS - SEBI Details

SEBI Reg. No.

INA000008172

Contact Person

Mr. Hiren Thakkar

Telephone No.

022 3941 3940

Address

601, 6th Floor, Ackruti Star, Central Road, MIDC, Andheri East, Mumbai - 400093

Starting Date

Feb 07, 2013

Angel One Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Angel One Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Angel One PMS Backoffice or Dashboard Link

Web Platform

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