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

Globe Capital PMS - Snapshot

Total AUM

Rs.1460.69 Cr.

1 Year Return

27.85%

Minimum Investment

Rs.50 Lakh

Experience

8 Years

Active Clients

417

Globe Capital Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.89 / 5

Fees

3.76 / 5

Experience

3.72 / 5

Support

3.79 / 5

Facilities

3.91 / 5

Overall Rating

3.81 / 5

Star Rating


Overview of Globe Capital Portfolio Management Services

Organization Type

Public

Head Office

New Delhi, Delhi

Founder

Ashok Kumar Agarwal

Founded In (year)

1985

No. of Active Clients

417

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Globe Capital PMS Returns or Performance

1 Year

27.85%

Nifty 50 - 1 Year

17.34%

3 Year

22.52%

Nifty 50 - 3 Year

13.57%

5 Year

25.88%

Nifty 50 - 5 Year

20.77%

Globe Capital PMS Charges or Cost

Fixed Fees

2.5% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Globe Capital PMS Investment Strategies

Strategy Name Value Arbitrage
Start Date 26-Oct-07 14-Jan-08
Category Multi Cap Multi Cap
Benchmark ND ND
AUM (Rs.) Rs.1145.01 Cr. Rs.297.91 Cr.
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 27.51% 28.19%
3 Yr. Return 24.03% 21.00%
5 Yr. Return 25.82% 25.94%
Fund Manager Mr. Parashuram Prasad Mr. Parashuram Prasad

Top Portfolio Managers of Globe Capital Portfolio Management Services

#1

Mr. Parashuram Prasad

Globe 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

Globe Capital Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

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Globe Capital PMS - SEBI Details

SEBI Reg. No.

INP000002361

Contact Person

NA

Telephone No.

022 6873 0700

Address

Premises No. 1204, 12TH Floor, Opal Square It park, Wagle Industrial Estate, Panch Pakhdi, Thane, landmark old passport office, Road Number 16, Maharashtra 400604

Starting Date

Oct 21, 2016

Globe Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Globe Capital Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Globe Capital PMS Backoffice or Dashboard Link

Web Platform

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