Find Your Franchise

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

Emkay PMS - Snapshot

Total AUM

Rs.1470.08 Cr.

1 Year Return

36.43%

Minimum Investment

Rs.50 Lakh

Experience

69 Years

Active Clients

658

Emkay Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.80 / 5

Fees

3.67 / 5

Experience

3.63 / 5

Support

3.70 / 5

Facilities

3.82 / 5

Overall Rating

3.72 / 5

Star Rating


Overview of Emkay Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Krishna Kumar Karwa & Prakash Kacholia

Founded In (year)

1995

No. of Active Clients

658

Minimum Investment

Rs.50 Lakh

Investment Strategies

5

Emkay PMS Returns or Performance

1 Year

36.43%

Nifty 50 - 1 Year

17.34%

3 Year

18.55%

Nifty 50 - 3 Year

13.57%

5 Year

23.34%

Nifty 50 - 5 Year

20.77%

Emkay PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Emkay PMS Investment Strategies

Strategy Name Pearls Capital Builder Gems ENVI Golden Decade of Growth
Start Date 24-Apr-12 01-Apr-13 03-Mar-20 13-Jun-22 26-Oct-23
Category Mid Cap Multi Cap Mid Cap Flexicap Flexi Cap
Benchmark 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
No. of Stocks 13 19 20 16 Not Disclosed
1 Yr. Return 35.37% 40.50% 27.55% 36.43% 42.30%
3 Yr. Return 19.44% 19.90% 16.30% NA NA
5 Yr. Return 25.58% 21.10% NA NA NA
Fund Manager Mr. Sachin Shah Mr. Sachin Shah Mr. Kashyap Javeri Mr. Kashyap Javeri Mr. Manish Sonthalia

Top Portfolio Managers of Emkay Portfolio Management Services

#1

Mr. Sachin Shah

#2

Mr. Kashyap Javeri

#3

Mr. Manish Sonthalia

Emkay 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

Emkay Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

0.8% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

Check out Business Opportunities with Similar Brands

Emkay PMS - SEBI Details

SEBI Reg. No.

INP000004458

Contact Person

Vinay Pandey

Telephone No.

022 6629 9286

Address

The Ruby, 7th Floor,, Senapati Bapat Marg, Dadar (w),, MUMBAI, MAHARASHTRA, 400028

Starting Date

Mar 16, 2015

Emkay Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Emkay Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Emkay PMS Backoffice or Dashboard Link

Web Platform

Double your Investment in 3 Years!Invest in PMS