Find Your Franchise

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

Invesco PMS - Snapshot

Total AUM

Rs.19381.68 Cr.

1 Year Return

42.10%

Minimum Investment

Rs.50 Lakh

Experience

17 Years

Active Clients

778

Invesco Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.34 / 5

Fees

4.13 / 5

Experience

4.32 / 5

Support

4.17 / 5

Facilities

4.21 / 5

Overall Rating

4.23 / 5

Star Rating


Overview of Invesco Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Saurabh Nanavati

Founded In (year)

2007

No. of Active Clients

778

Minimum Investment

Rs.50 Lakh

Investment Strategies

4

Invesco PMS Returns or Performance

1 Year

42.10%

Nifty 50 - 1 Year

17.34%

3 Year

18.18%

Nifty 50 - 3 Year

13.57%

5 Year

23.34%

Nifty 50 - 5 Year

20.77%

Invesco PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% Profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

0.00%

Invesco PMS Investment Strategies

Strategy Name DAWN RISE Caterpillar Challengers
Start Date 28-Aug-17 18-Apr-16 26-Jun-06 30-Sep-21
Category Thematic Thematic Small & Mid Cap Multi Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.309.62 Cr. Rs.377.47 Cr. Rs.86.61 Cr. Rs.31.51 Cr.
No. of Stocks 25 25 26 25
1 Yr. Return 39.87% 35.11% 48.36% 45.04%
3 Yr. Return 17.82% 17.26% 20.54% 17.09%
5 Yr. Return 20.13% 21.81% 28.08% NA
Fund Manager Mr. Neelesh Dhamnaskar Mr. Neelesh Dhamnaskar Mr. Neelesh Dhamnaskar Mr. Neelesh Dhamnaskar

Top Portfolio Managers of Invesco Portfolio Management Services

#1

Mr. Neelesh Dhamnaskar

Invesco 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

Invesco Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1.25% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

Check out Business Opportunities with Similar Brands

Invesco PMS - SEBI Details

SEBI Reg. No.

INP000005273

Contact Person

NA

Telephone No.

022 6731 0000

Address

Unit No: 2101 A, 21st floor, A Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai 400 013 Maharashtra, India.

Starting Date

Nov 02, 2016

Invesco Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Invesco Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Invesco PMS Backoffice or Dashboard Link

Web Platform

Double your Investment in 3 Years!Invest in PMS