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

Enam PMS - Snapshot

Total AUM

Rs.42352.84 Cr.

1 Year Return

28.46%

Minimum Investment

Rs.50 Lakh

Experience

27 Years

Active Clients

1,728

Enam Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.83 / 5

Fees

4.59 / 5

Experience

4.80 / 5

Support

4.64 / 5

Facilities

4.68 / 5

Overall Rating

4.71 / 5

Star Rating


Overview of Enam Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Jiten H. Doshi

Founded In (year)

1997

No. of Active Clients

1,728

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Enam PMS Returns or Performance

1 Year

28.46%

Nifty 50 - 1 Year

17.34%

3 Year

28.30%

Nifty 50 - 3 Year

13.57%

5 Year

13.50%

Nifty 50 - 5 Year

20.77%

Enam 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

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Enam PMS Investment Strategies

Strategy Name India Diversified Equity Advantage Portfolio India Vision Portfolio
Start Date 30-May-11 17-Jan-23
Category Flexicap Flexi Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.2970 Cr. Rs.42352.85 Cr.
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 30.60% 26.31%
3 Yr. Return 28.30% NA
5 Yr. Return 13.50% NA
Fund Manager Mr. Rajesh Khona Not Disclosed

Top Portfolio Managers of Enam Portfolio Management Services

#1

Mr. Rajesh Khona

Enam Portfolio Manager - Customer Support

Call Support

Available

Email Support

Not Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Enam Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Enam PMS - SEBI Details

SEBI Reg. No.

INP000000225

Contact Person

RASHMIKANT SHAH

Email ID

NA

Telephone No.

022 6629 1209

Address

813, DALAMAL TOWERS, FREE PRESS JOURNAL ROAD, NARIMAN POINT,, MUMBAI, MAHARASHTRA, 400020

Starting Date

Jul 01, 2016

Enam Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Enam Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Enam PMS Backoffice or Dashboard Link

Web Platform

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