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
1 Year Return
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Helios Portfolio Management Review & Ratings by Franchisebyte
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Overview of Helios Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Helios PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Helios PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
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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
Helios Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Helios Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
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Helios PMS - SEBI Details
SEBI Reg. No.
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Helios Portfolio Management Services - Eligibility Criteria
Age
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Helios Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Helios PMS Backoffice or Dashboard Link
Web Platform