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

Capgrow PMS - Snapshot

Total AUM

Rs.215.44 Cr.

1 Year Return

24.99%

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Active Clients

164

Capgrow Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.56 / 5

Fees

3.49 / 5

Experience

3.67 / 5

Support

3.65 / 5

Facilities

3.53 / 5

Overall Rating

3.58 / 5

Star Rating


Overview of Capgrow Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Arun Malhotra

Founded In (year)

2018

No. of Active Clients

164

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Capgrow PMS Returns or Performance

1 Year

24.99%

Nifty 50 - 1 Year

17.34%

3 Year

13.57%

Nifty 50 - 3 Year

13.57%

5 Year

22.44%

Nifty 50 - 5 Year

20.77%

Capgrow PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 12% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Capgrow PMS Investment Strategies

Strategy Name Growth Strategy Special Situations
Start Date 31-Oct-18 31-Oct-18
Category Multi Cap Multi Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 27.94% 22.04%
3 Yr. Return 11.33% 15.81%
5 Yr. Return 16.76% 28.12%
Fund Manager Mr. Arun Malhotra Mr. Arun Malhotra

Top Portfolio Managers of Capgrow Portfolio Management Services

#1

Mr. Arun Malhotra

Capgrow Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Capgrow Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

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

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Capgrow PMS - SEBI Details

SEBI Reg. No.

INP000006147

Contact Person

Raghupathi Iyer

Telephone No.

022 2610 2002

Address

203 - A, Gitanjali Arcade,, 2nd Floor, Nehru Road, Vile Parle East,, MUMBAI, MAHARASHTRA, 400057

Starting Date

Oct 05, 2018

Capgrow Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Capgrow Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Capgrow PMS Backoffice or Dashboard Link

Web Platform

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