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

ITUS PMS - Snapshot

Total AUM

Rs.1562.11 Cr.

1 Year Return

27.86%

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Active Clients

517

ITUS Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.01 / 5

Fees

3.81 / 5

Experience

3.85 / 5

Support

3.99 / 5

Facilities

3.89 / 5

Overall Rating

3.91 / 5

Star Rating


Overview of ITUS Portfolio Management Services

Organization Type

Private

Head Office

Hyderabad, Telangana

Founder

Naveen Chandramohan

Founded In (year)

2012

No. of Active Clients

517

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

ITUS PMS Returns or Performance

1 Year

27.86%

Nifty 50 - 1 Year

17.34%

3 Year

12.41%

Nifty 50 - 3 Year

13.57%

5 Year

20.96%

Nifty 50 - 5 Year

20.77%

ITUS PMS Charges or Cost

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

25% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

ITUS PMS Investment Strategies

Strategy Name Fundamental Value Fund
Start Date 01-Feb-17
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Rs.1560.59 Cr.
No. of Stocks 23
1 Yr. Return 27.86%
3 Yr. Return 12.41%
5 Yr. Return 20.96%
Fund Manager Mr. Naveen Chandramohan

Top Portfolio Managers of ITUS Portfolio Management Services

#1

Mr. Naveen Chandramohan

ITUS 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 3 Working days

ITUS 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

Free

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ITUS PMS - SEBI Details

SEBI Reg. No.

INP000006341

Contact Person

NA

Telephone No.

9150017776

Address

II Floor,Old No. 50, New No. 40, 2nd Main Road, RA Puram, CHENNAI, TAMIL NADU, 600028

Starting Date

Dec 21, 2018

ITUS Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

ITUS Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

ITUS PMS Backoffice or Dashboard Link

Web Platform

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