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

Dalal & Broacha PMS - Snapshot

Total AUM

Rs1092.13 Cr.

1 Year Return

47.12%

Minimum Investment

Rs.50 Lakh

Experience

8 Years

Active Clients

477

Dalal & Broacha Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.88 / 5

Fees

3.75 / 5

Experience

3.71 / 5

Support

3.78 / 5

Facilities

3.90 / 5

Overall Rating

3.80 / 5

Star Rating


Overview of Dalal & Broacha Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Nailesh Dalal

Founded In (year)

1978

No. of Active Clients

477

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Dalal & Broacha PMS Returns or Performance

1 Year

47.12%

Nifty 50 - 1 Year

17.34%

3 Year

18.26%

Nifty 50 - 3 Year

13.57%

5 Year

19.85%

Nifty 50 - 5 Year

20.77%

Dalal & Broacha PMS Charges or Cost

Fixed Fees

2.00% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Dalal & Broacha PMS Investment Strategies

Strategy Name Long Term Growth
Start Date 24-Aug-07
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Rs.945.60 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 47.12%
3 Yr. Return 18.26%
5 Yr. Return 19.85%
Fund Manager Mr. Milind Karmarkar

Top Portfolio Managers of Dalal & Broacha Portfolio Management Services

#1

Mr. Milind Karmarkar

Dalal & Broacha 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

Dalal & Broacha 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

Provided

Early Exit

Provided

Early Exit Charges

Free

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Dalal & Broacha PMS - SEBI Details

SEBI Reg. No.

INP000001975

Contact Person

Chetan Mehta

Telephone No.

022 2282 2992

Address

506 Maker Chambers V, 221 Nariman Point, MUMBAI, MAHARASHTRA, 40002

Starting Date

Mar 15, 2016

Dalal & Broacha Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Dalal & Broacha Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Dalal & Broacha PMS Backoffice or Dashboard Link

Web Platform

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