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

Bellwether PMS - Snapshot

Total AUM

Rs.3078.65 Cr.

1 Year Return

39.92%

Minimum Investment

Rs.50 Lakh

Experience

20 Years

Active Clients

543

Bellwether Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.18 / 5

Fees

3.98 / 5

Experience

4.16 / 5

Support

4.06 / 5

Facilities

4.02 / 5

Overall Rating

4.08 / 5

Star Rating


Overview of Bellwether Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Ranjit Dongre and Miten Mehta

Founded In (year)

2004

No. of Active Clients

543

Minimum Investment

Rs.50 Lakh

Investment Strategies

0

Bellwether PMS Returns or Performance

1 Year

39.92%

Nifty 50 - 1 Year

17.34%

3 Year

32.79%

Nifty 50 - 3 Year

13.57%

5 Year

15.68%

Nifty 50 - 5 Year

20.77%

Bellwether PMS Charges or Cost

Fixed Fees

Flat 15% of Profit Sharing

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Bellwether PMS Investment Strategies

Strategy Name Long Term Growth
Start Date 23-Apr-04
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1789 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 39.92%
3 Yr. Return 32.79%
5 Yr. Return 15.68%
Fund Manager Mr. Miten Mehta

Top Portfolio Managers of Bellwether Portfolio Management Services

#1

Mr. Miten Mehta

Bellwether 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

Bellwether Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

0.8% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

Free

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Bellwether PMS - SEBI Details

SEBI Reg. No.

INP000000910

Contact Person

Ranjit Dongre

Telephone No.

022 6654 8178

Address

508 RAHEJA CHAMBERS, FREE PRESS JOURNAL ROAD, NARIMAN POINT,, MUMBAI, MAHARASHTRA, 400021

Starting Date

Apr 01, 2016

Bellwether Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Bellwether Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Bellwether PMS Backoffice or Dashboard Link

Web Platform

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