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

Counter Cyclical PMS - Snapshot

Total AUM

Rs.607.47 Cr.

1 Year Return

48.42%

Minimum Investment

Rs.50 Lakh

Experience

5 Years

Active Clients

354

Counter Cyclical Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.78 / 5

Fees

3.65 / 5

Experience

3.61 / 5

Support

3.69 / 5

Facilities

3.80 / 5

Overall Rating

3.71 / 5

Star Rating


Overview of Counter Cyclical Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Mayur Deshpande

Founded In (year)

2019

No. of Active Clients

354

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Counter Cyclical PMS Returns or Performance

1 Year

48.42%

Nifty 50 - 1 Year

17.34%

3 Year

42.07%

Nifty 50 - 3 Year

13.57%

5 Year

69.50%

Nifty 50 - 5 Year

20.77%

Counter Cyclical PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Counter Cyclical PMS Investment Strategies

Strategy Name Diversified Long Term Value
Start Date 03-Jul-19
Category Small Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.607.47 Cr.
No. of Stocks 48
1 Yr. Return 48.42%
3 Yr. Return 42.07%
5 Yr. Return 69.50%
Fund Manager Mr. Gunit Singh Narang

Top Portfolio Managers of Counter Cyclical Portfolio Management Services

#1

Mr. Gunit Singh Narang

Counter Cyclical 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

Counter Cyclical Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.15% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

Free

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Counter Cyclical PMS - SEBI Details

SEBI Reg. No.

INP000006554

Contact Person

Kanwar Bhatia

Telephone No.

7122591144

Address

401, PN 16, SHIRKEY BUILDING, L/O RAJ NAGAR S B CLY, NAGPUR, MAHARASHTRA, 440013

Starting Date

Apr 04, 2019

Counter Cyclical Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Counter Cyclical Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Counter Cyclical PMS Backoffice or Dashboard Link

Web Platform

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