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

IIFL PMS - Snapshot

Total AUM

Rs.32756.31 Cr.

1 Year Return

39.07%

Minimum Investment

Rs.50 Lakh

Experience

29 Years

Active Clients

2,843

IIFL Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.16 / 5

Fees

3.96 / 5

Experience

4.14 / 5

Support

4.04 / 5

Facilities

4.00 / 5

Overall Rating

4.06 / 5

Star Rating


Overview of IIFL Portfolio Management Services

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Karan Bhagat

Founded In (year)

1995

No. of Active Clients

2,843

Minimum Investment

Rs.50 Lakh

Investment Strategies

3

IIFL PMS Returns or Performance

1 Year

39.07%

Nifty 50 - 1 Year

17.34%

3 Year

18.40%

Nifty 50 - 3 Year

13.57%

5 Year

18.94%

Nifty 50 - 5 Year

20.77%

IIFL PMS Charges or Cost

Fixed Fees

2.00% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

1.50%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

IIFL PMS Investment Strategies

Strategy Name Multicap PMS Phoenix PMS
Start Date 07-Nov-13 01-Jan-21
Category Multi Cap Multi Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.4362.53 Cr. Rs.1852.94 Cr.
No. of Stocks 34 Not Disclosed
1 Yr. Return 35.66% 42.48%
3 Yr. Return 13.84% 22.96%
5 Yr. Return 18.94% NA
Fund Manager Mr. Nishant Vass Mr. Nishant Vass

Top Portfolio Managers of IIFL Portfolio Management Services

#1

Mr. Nishant Vass

IIFL Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

IIFL Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

1.5% within 1st Year

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IIFL PMS - SEBI Details

SEBI Reg. No.

INP000004565

Contact Person

Purva Joshi

Telephone No.

022 4060 9154

Address

IIFL Centre, Kamala City, Senapati Bapat Marg, Lower Parel West, MUMBAI, MAHARASHTRA, 400013

Starting Date

Sep 25, 2014

IIFL Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

IIFL Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

IIFL PMS Backoffice or Dashboard Link

Web Platform

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