Estee PMS or Portfolio Management – Performance, Cost, Support & more
Estee 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 Estee Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Estee PMS - Snapshot
Total AUM
1 Year Return
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Experience
Active Clients
Estee Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
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Overview of Estee Portfolio Management Services
Organization Type
Head Office
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Founded In (year)
No. of Active Clients
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Investment Strategies
Estee PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Estee PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
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Estee PMS Investment Strategies
| Strategy Name | Long Alpha | I Alpha |
| Start Date | 01-Sep-18 | 01-Oct-09 |
| Category | Multi Cap | Arbitrage |
| Benchmark | S&P BSE 500 | Crisil Composite Bond Fund Index |
| AUM (Rs.) | Not Disclosed | Rs.193 Cr. |
| No. of Stocks | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 47.61% | 14.92% |
| 3 Yr. Return | 25.01% | 10.01% |
| 5 Yr. Return | 32.77% | 9.71% |
| Fund Manager | Mr. Sandeep Tyagi | Mr. Sandeep Tyagi |
Top Portfolio Managers of Estee Portfolio Management Services
#1
Estee Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Estee Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Estee PMS - SEBI Details
SEBI Reg. No.
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Estee Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Estee Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Estee PMS Backoffice or Dashboard Link
Web Platform
