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

Bonanza Portfolio PMS - Snapshot

Total AUM

Rs.268.54 Cr.

1 Year Return

43.38%

Minimum Investment

Rs.50 Lakh

Experience

30 Years

Active Clients

326

Bonanza Portfolio Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.49 / 5

Fees

3.42 / 5

Experience

3.60 / 5

Support

3.58 / 5

Facilities

3.46 / 5

Overall Rating

3.51 / 5

Star Rating


Overview of Bonanza Portfolio Portfolio Management Services

Organization Type

Private

Head Office

New Delhi

Founder

Shiv Kumar Goel Satya Prakash Goel

Founded In (year)

1994

No. of Active Clients

326

Minimum Investment

Rs.50 Lakh

Investment Strategies

5

Bonanza Portfolio PMS Returns or Performance

1 Year

43.38%

Nifty 50 - 1 Year

17.34%

3 Year

22.45%

Nifty 50 - 3 Year

13.57%

5 Year

29.14%

Nifty 50 - 5 Year

20.77%

Bonanza Portfolio PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (if above 8% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Bonanza Portfolio PMS Investment Strategies

Strategy Name Growth Value Edge Bonanza -Aegis MultiCap
Start Date 06-Apr-10 02-Sep-11 13-Aug-15 11-May-22 05-Jul-18
Category Large & Mid Cap Multi Cap Multi Cap Multi Cap Multi Cap
Benchmark Nifty 50 Nifty 50 Nifty 50 Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 39 23 13 32 21
1 Yr. Return 26.54% 48.73% 42.72% 55.04% 43.87%
3 Yr. Return 12.77% 21.72% 29.55% NA 25.74%
5 Yr. Return 18.11% 26.43% 35.98% NA 36.04%
Fund Manager Mr. Achin Goel Mr. Achin Goel Mr. Achin Goel Mr. Achin Goel Mr. Achin Goel

Top Portfolio Managers of Bonanza Portfolio Portfolio Management Services

#1

Mr. Achin Goel

Bonanza Portfolio Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 7 Working days

Bonanza Portfolio Portfolio Management - Investment Facilities

Custom Strategy

Not 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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Bonanza Portfolio PMS - SEBI Details

SEBI Reg. No.

INP000000985

Contact Person

Manoj Kumar Goel

Telephone No.

022 6760 5500

Address

4353/4C,MADAN MOHAN STREET, ANSARI ROAD, DARYAGANJ,, NEW DELHI, 110002

Starting Date

Jun 01, 2016

Bonanza Portfolio Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Bonanza Portfolio Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Bonanza Portfolio PMS Backoffice or Dashboard Link

Web Platform

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