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

Envision Capital PMS - Snapshot

Total AUM

Rs.1584.79 Cr.

1 Year Return

33.78%

Minimum Investment

Rs.50 Lakh

Experience

15 Years

Active Clients

92

Envision Capital Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.86 / 5

Fees

3.73 / 5

Experience

3.69 / 5

Support

3.76 / 5

Facilities

3.88 / 5

Overall Rating

3.78 / 5

Star Rating


Overview of Envision Capital Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Nilesh Shah

Founded In (year)

2009

No. of Active Clients

92

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Envision Capital PMS Returns or Performance

1 Year

33.78%

Nifty 50 - 1 Year

17.34%

3 Year

20.46%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Envision Capital PMS Charges or Cost

Fixed Fees

1.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Envision Capital PMS Investment Strategies

Strategy Name India Opportunities
Start Date 06-Apr-21
Category Flexicap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 33.78%
3 Yr. Return 20.46%
5 Yr. Return NA
Fund Manager Mr. Nilesh Shah

Top Portfolio Managers of Envision Capital Portfolio Management Services

#1

Mr. Nilesh Shah

Envision Capital 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

Envision Capital Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1.2% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Envision Capital PMS - SEBI Details

SEBI Reg. No.

INP000003575

Contact Person

NA

Telephone No.

022 4355 3000

Address

217, Tulsiani Chambers, Free Press Journal Road, Nariman Point, Mumbai 400 021, India

Starting Date

Mar 04, 2016

Envision Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Envision Capital Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Envision Capital PMS Backoffice or Dashboard Link

Web Platform

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