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

Care Portfolio PMS - Snapshot

Total AUM

Rs.973.82 Cr.

1 Year Return

23.54%

Minimum Investment

Rs.50 Lakh

Experience

10 Years

Active Clients

689

Care Portfolio Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.87 / 5

Fees

3.74 / 5

Experience

3.70 / 5

Support

3.77 / 5

Facilities

3.89 / 5

Overall Rating

3.79 / 5

Star Rating


Overview of Care Portfolio Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Arpit Shah

Founded In (year)

2007

No. of Active Clients

689

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Care Portfolio PMS Returns or Performance

1 Year

23.54%

Nifty 50 - 1 Year

17.34%

3 Year

39.16%

Nifty 50 - 3 Year

13.57%

5 Year

11.93%

Nifty 50 - 5 Year

20.77%

Care Portfolio PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

10% (if above 9% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Care Portfolio PMS Investment Strategies

Strategy Name Growth Plus Value Large and Midcap Strategy
Start Date 19-Jul-11 03-Jul-20
Category Small & Mid Cap Large & Mid Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.892.52 Cr. Rs.40.02 Cr.
No. of Stocks 18 17
1 Yr. Return 15.48% 31.59%
3 Yr. Return 39.16% NA
5 Yr. Return 11.93% NA
Fund Manager Mr. Jayant Mamania Mr. Jayant Mamania

Top Portfolio Managers of Care Portfolio Portfolio Management Services

#1

Mr. Jayant Mamania

Care Portfolio 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

Care Portfolio Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1.15% 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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Care Portfolio PMS - SEBI Details

SEBI Reg. No.

INP000004128

Contact Person

Arpit Shah

Telephone No.

022 2899 3700

Address

201, SILVER HEIGHTS, 51ST ROAD,T.P.S. III,, NEAR VIR SAVARKAR UDYAN, BORIVALI WEST,, MUMBAI, MAHARASHTRA, 400092

Starting Date

Jun 30, 2014

Care Portfolio Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Care Portfolio Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Care Portfolio PMS Backoffice or Dashboard Link

Web Platform

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