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

Avestha PMS - Snapshot

Total AUM

Rs.1144.85 Cr.

1 Year Return

33.10%

Minimum Investment

Rs.50 Lakh

Experience

7 Years

Active Clients

205

Avestha Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.91 / 5

Fees

3.78 / 5

Experience

3.74 / 5

Support

3.81 / 5

Facilities

3.93 / 5

Overall Rating

3.83 / 5

Star Rating


Overview of Avestha Portfolio Management Services

Organization Type

Private

Head Office

Arvindbhai Keshavlal Shah

Founder

TIRUPATI PLAZZA-B, ATHWAGATE SURAT Surat GJ

Founded In (year)

2001

No. of Active Clients

205

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Avestha PMS Returns or Performance

1 Year

33.10%

Nifty 50 - 1 Year

17.34%

3 Year

24.64%

Nifty 50 - 3 Year

13.57%

5 Year

27.29%

Nifty 50 - 5 Year

20.77%

Avestha PMS Charges or Cost

Fixed Fees

1% of Fund Value

Variable AMC

No AMC

Variable Profit Sharing

5% of Profit

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Avestha PMS Investment Strategies

Strategy Name Long Term Growth
Start Date 01-Nov-17
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1144.86 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 33.10%
3 Yr. Return 24.64%
5 Yr. Return 27.29%
Fund Manager Mr. Farokh Pandole

Top Portfolio Managers of Avestha Portfolio Management Services

#1

Mr. Farokh Pandole

Avestha 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

Avestha Portfolio Management - Investment Facilities

Custom Strategy

Not 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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Avestha PMS - SEBI Details

SEBI Reg. No.

INP000005810

Contact Person

Chaitanya Kamdar

Telephone No.

022 2367 0080

Address

Ground Floor, Plot no. 25, Normandie Building, M L Dahanukar Marg, Carmichael Road, Cumballa Hill, MUMBAI, MAHARASHTRA, 400026

Starting Date

Aug 22, 2017

Avestha Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Avestha Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Avestha PMS Backoffice or Dashboard Link

Web Platform

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