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

Bandhan PMS - Snapshot

Total AUM

Rs.187.91 Cr.

1 Year Return

33.64%

Minimum Investment

Rs.50 Lakh

Experience

8 Years

Active Clients

41

Bandhan Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.46 / 5

Fees

3.39 / 5

Experience

3.56 / 5

Support

3.54 / 5

Facilities

3.42 / 5

Overall Rating

3.47 / 5

Star Rating


Overview of Bandhan Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Anita Ramachandran & Sunil Kakar

Founded In (year)

2000

No. of Active Clients

41

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Bandhan PMS Returns or Performance

1 Year

33.64%

Nifty 50 - 1 Year

17.34%

3 Year

11.26%

Nifty 50 - 3 Year

13.57%

5 Year

15.91%

Nifty 50 - 5 Year

20.77%

Bandhan PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Bandhan PMS Investment Strategies

Strategy Name Neo Equity Portfolio
Start Date 11-Jul-17
Category Large & Mid Cap
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 33.64%
3 Yr. Return 11.26%
5 Yr. Return 15.91%
Fund Manager Mr. Rishi Sharma

Top Portfolio Managers of Bandhan Portfolio Management Services

#1

Mr. Rishi Sharma

Bandhan 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 5 Working days

Bandhan 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

Not Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

Check out Business Opportunities with Similar Brands

Bandhan PMS - SEBI Details

SEBI Reg. No.

INP000002064

Contact Person

NA

Telephone No.

022 4342 2799

Address

6th Floor, Tower 1C, One World Center,Jupiter Mills Compound, 841 Senapati Bapat Marg, Mumbai - 400013

Starting Date

Apr 16, 2016

Bandhan Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Bandhan Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Bandhan PMS Backoffice or Dashboard Link

Web Platform

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