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

Centrum PMS - Snapshot

Total AUM

Rs.1606.40 Cr.

1 Year Return

38.02%

Minimum Investment

Rs.50 Lakh

Experience

27 Years

Active Clients

617

Centrum Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.09 / 5

Fees

3.89 / 5

Experience

3.93 / 5

Support

4.07 / 5

Facilities

3.97 / 5

Overall Rating

3.99 / 5

Star Rating


Overview of Centrum Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Chandir Gidwani

Founded In (year)

1997

No. of Active Clients

617

Minimum Investment

Rs.50 Lakh

Investment Strategies

6

Centrum PMS Returns or Performance

1 Year

38.02%

Nifty 50 - 1 Year

17.34%

3 Year

16.27%

Nifty 50 - 3 Year

13.57%

5 Year

23.70%

Nifty 50 - 5 Year

20.77%

Centrum PMS Charges or Cost

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Centrum PMS Investment Strategies

Strategy Name Deep Value IV Multibagger (Deep Value I) Micro Flexi Cap Good To Great Built To Last
Start Date 18-Dec-15 05-Mar-12 19-Jul-16 16-May-12 04-Jun-19 29-Jul-19
Category Mid Cap Mid Cap Small Cap Multi Cap Mid Cap Large Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 42.08% 42.21% 47.66% 29.93% 39.44% 26.81%
3 Yr. Return 16.25% 17.02% 27.66% 12.38% 16.52% 7.79%
5 Yr. Return 27.27% 28.82% 32.40% 16.20% 25.73% 11.76%
Fund Manager Mr. Abdul Fateh Mr. Abdul Fateh Mr. Abdul Fateh Mr. Abdul Fateh Mr. Abdul Fateh Mr. Abdul Fateh

Top Portfolio Managers of Centrum Portfolio Management Services

#1

Mr. Abdul Fateh

Centrum 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 5 Working days

Centrum Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1.4% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Centrum PMS - SEBI Details

SEBI Reg. No.

INP000007535

Contact Person

Akshay Vora

Telephone No.

022 4215 9000

Address

Centrum House, CST Road Vidyanagari Marg Santacruz East, MUMBAI, MAHARASHTRA, 400098

Starting Date

Sep 06, 2022

Centrum Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Centrum Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Centrum PMS Backoffice or Dashboard Link

Web Platform

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