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

First Global PMS - Snapshot

Total AUM

Rs.473.71 Cr.

1 Year Return

28.72%

Minimum Investment

Rs.50 Lakh

Experience

30 Years

Active Clients

290

First Global Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.75 / 5

Fees

3.62 / 5

Experience

3.59 / 5

Support

3.66 / 5

Facilities

3.77 / 5

Overall Rating

3.68 / 5

Star Rating


Overview of First Global Portfolio Management Services

Organization Type

Private

Head Office

New Delhi

Founder

Shankar Sharma, Devina Mehra

Founded In (year)

12-Dec-94

No. of Active Clients

290

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

First Global PMS Returns or Performance

1 Year

28.72%

Nifty 50 - 1 Year

17.34%

3 Year

13.67%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

First Global PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

2% of Fund Value

Variable Profit Sharing

10% (if above 10.50% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


First Global PMS Investment Strategies

Strategy Name Indian Multi-Asset
Start Date 11-Feb-20
Category Multi-Asset
Benchmark NSE Multi Asset Index 1
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 25.51%
3 Yr. Return 13.04%
5 Yr. Return NA
Fund Manager Ms. Devina Mehra

Top Portfolio Managers of First Global Portfolio Management Services

#1

Ms. Devina Mehra

First Global 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

First Global Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.2% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

Free

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First Global PMS - SEBI Details

SEBI Reg. No.

INP000006697

Contact Person

Mukul Kumar

Telephone No.

022 6116 6525

Address

402, Surya Kiran, 4th Floor, 19, Kasturba Gandhi Marg,, NEW DELHI, NATIONAL CAPITAL TERRITORY OF DELHI, 110001

Starting Date

Apr 23, 2019

First Global Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

First Global Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

First Global PMS Backoffice or Dashboard Link

Web Platform

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