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

DrChoksey PMS - Snapshot

Total AUM

Rs.643.12 Cr.

1 Year Return

30.95%

Minimum Investment

Rs.50 Lakh

Experience

17 Years

Active Clients

125

DrChoksey Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.80 / 5

Fees

3.67 / 5

Experience

3.63 / 5

Support

3.71 / 5

Facilities

3.82 / 5

Overall Rating

3.73 / 5

Star Rating


Overview of DrChoksey Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Deven R. Choksey

Founded In (year)

2007

No. of Active Clients

125

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

DrChoksey PMS Returns or Performance

1 Year

30.95%

Nifty 50 - 1 Year

17.34%

3 Year

11.58%

Nifty 50 - 3 Year

13.57%

5 Year

18.05%

Nifty 50 - 5 Year

20.77%

DrChoksey PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

2.00% of Fund Value

Variable Profit Sharing

10% of Profit

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

DrChoksey PMS Investment Strategies

Strategy Name Alpha Invest
Start Date 21-Mar-07
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 30.95%
3 Yr. Return 11.58%
5 Yr. Return 18.05%
Fund Manager Ms. Vaishali Pitale

Top Portfolio Managers of DrChoksey Portfolio Management Services

#1

Ms. Vaishali Pitale

DrChoksey 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

DrChoksey Portfolio Management - Investment Facilities

Custom Strategy

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

3% within 1st Year

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DrChoksey PMS - SEBI Details

SEBI Reg. No.

INP000007906

Contact Person

Ashish Bobhate

Telephone No.

9819807974

Address

5TH FLOOR ABHISHEK BUILDING BEHIND MONGINIS CAKE FACTORY , OFF NEW LINK ROAD ANDHERI WEST, MUMBAI, MAHARASHTRA, 400053

Starting Date

Mar 13, 2007

DrChoksey Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

DrChoksey Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

DrChoksey PMS Backoffice or Dashboard Link

Web Platform

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