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

Helios PMS - Snapshot

Total AUM

Rs.3075.83 Cr.

1 Year Return

37.65%

Minimum Investment

Rs.50 Lakh

Experience

5 Years

Active Clients

803

Helios Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.13 / 5

Fees

3.93 / 5

Experience

4.11 / 5

Support

4.01 / 5

Facilities

3.97 / 5

Overall Rating

4.03 / 5

Star Rating


Overview of Helios Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Dinshaw Irani

Founded In (year)

2020

No. of Active Clients

803

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Helios PMS Returns or Performance

1 Year

37.65%

Nifty 50 - 1 Year

17.34%

3 Year

16.02%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Helios PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Helios PMS Investment Strategies

Strategy Name India Rising PMS
Start Date 16-Mar-20
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1476.61 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 37.65%
3 Yr. Return 16.02%
5 Yr. Return NA
Fund Manager Mr. Dinshaw Irani

Top Portfolio Managers of Helios Portfolio Management Services

#1

Mr. Dinshaw Irani

Helios 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 5 Working days

Helios Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Not Provided

Switch Charges

1.15% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

Free

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Helios PMS - SEBI Details

SEBI Reg. No.

INP000006916

Contact Person

NA

Telephone No.

022 4974 3765

Address

The Capital, 515A, 5th Floor, Plot C70, Bandra Kurla Complex, Bandra East, MUMBAI, MAHARASHTRA, 400051

Starting Date

Oct 30, 2019

Helios Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Helios Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Helios PMS Backoffice or Dashboard Link

Web Platform

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