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

Chanakya PMS - Snapshot

Total AUM

Rs.288.73 Cr.

1 Year Return

31.11%

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Active Clients

32

Chanakya Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.57 / 5

Fees

3.50 / 5

Experience

3.68 / 5

Support

3.66 / 5

Facilities

3.53 / 5

Overall Rating

3.59 / 5

Star Rating


Overview of Chanakya Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Radhakrishnan Pillai

Founded In (year)

1986

No. of Active Clients

32

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Chanakya PMS Returns or Performance

1 Year

31.11%

Nifty 50 - 1 Year

17.34%

3 Year

21.70%

Nifty 50 - 3 Year

13.57%

5 Year

22.32%

Nifty 50 - 5 Year

20.77%

Chanakya PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Chanakya PMS Investment Strategies

Strategy Name Growth Plan
Start Date 13-Aug-18
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Rs.288.73 Cr.
No. of Stocks 203
1 Yr. Return 31.11%
3 Yr. Return 21.70%
5 Yr. Return 22.32%
Fund Manager Mr. Rajesh Kumar Tiwari

Top Portfolio Managers of Chanakya Portfolio Management Services

#1

Mr. Rajesh Kumar Tiwari

Chanakya 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

Chanakya Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Not Provided

Switch Charges

1.1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Chanakya PMS - SEBI Details

SEBI Reg. No.

INP000006040

Contact Person

Disha Sheth

Telephone No.

9769947084

Address

F-115, Nahar & Seth Industrial Estate,, Next to P & G Plaza, Chakala, Andheri East, MUMBAI, MAHARASHTRA, 400099

Starting Date

Jun 25, 2018

Chanakya Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Chanakya Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Chanakya PMS Backoffice or Dashboard Link

Web Platform

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