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

Asit C Mehta PMS - Snapshot

Total AUM

Rs.275.61 Cr.

1 Year Return

53.06%

Minimum Investment

Rs.50 Lakh

Experience

29 Years

Active Clients

323

Asit C Mehta Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.47 / 5

Fees

3.40 / 5

Experience

3.57 / 5

Support

3.55 / 5

Facilities

3.43 / 5

Overall Rating

3.48 / 5

Star Rating


Overview of Asit C Mehta Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Asit C. Mehta Investment & Deena Mehta

Founded In (year)

1995

No. of Active Clients

323

Minimum Investment

Rs.50 Lakh

Investment Strategies

4

Asit C Mehta PMS Returns or Performance

1 Year

53.06%

Nifty 50 - 1 Year

17.34%

3 Year

29.56%

Nifty 50 - 3 Year

13.57%

5 Year

26.91%

Nifty 50 - 5 Year

20.77%

Asit C Mehta PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

2% of Fund Value

Variable Profit Sharing

20 % (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Asit C Mehta PMS Investment Strategies

Strategy Name ACE – Multicap ACE – Regular Income ACE – Midcap ACE – 15
Start Date 23-Aug-18 04-Oct-18 29-Dec-17 29-Dec-17
Category Flexicap Multi-Asset Mid Cap Large Cap
Benchmark Nifty 50 NSE Multi Asset Index 2 Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 59.45% 44.69% 66.57% 41.51%
3 Yr. Return 35.64% 27.84% 32.99% 21.78%
5 Yr. Return 32.81% 24.21% 31.49% 19.14%
Fund Manager Mr. Deepak Makwana Mr. Deepak Makwana Mr. Deepak Makwana Mr. Deepak Makwana

Top Portfolio Managers of Asit C Mehta Portfolio Management Services

#1

Mr. Deepak Makwana

Asit C Mehta 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

Asit C Mehta Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1.2% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Asit C Mehta PMS - SEBI Details

SEBI Reg. No.

INP000005801

Contact Person

JAIDEEP VAIDYA

Telephone No.

022 2858 3333

Address

NUCLEUS HOUSE, SAKI-VIHAR ROAD, ANDHERI EAST, MUMBAI, MAHARASHTRA, 400072

Starting Date

Aug 21, 2017

Asit C Mehta Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Asit C Mehta Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Asit C Mehta PMS Backoffice or Dashboard Link

Web Platform

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