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

Karma Capital PMS - Snapshot

Total AUM

Rs.6955.47 Cr.

1 Year Return

35.46%

Minimum Investment

Rs.50 Lakh

Experience

19 Years

Active Clients

151

Karma Capital Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.21 / 5

Fees

4.00 / 5

Experience

4.18 / 5

Support

4.04 / 5

Facilities

4.08 / 5

Overall Rating

4.10 / 5

Star Rating


Overview of Karma Capital Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Nikhil Desai

Founded In (year)

2005

No. of Active Clients

151

Minimum Investment

Rs.50 Lakh

Investment Strategies

4

Karma Capital PMS Returns or Performance

1 Year

35.46%

Nifty 50 - 1 Year

17.34%

3 Year

17.33%

Nifty 50 - 3 Year

13.57%

5 Year

24.81%

Nifty 50 - 5 Year

20.77%

Karma Capital PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Karma Capital PMS Investment Strategies

Strategy Name Wealth Builder Magnolia Lotus Jasmine
Start Date 31-Dec-06 01-Feb-23 22-Feb-23 28-Aug-23
Category Flexicap Large Cap Small & Mid Cap Multi Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 25 Not Disclosed Not Disclosed 18
1 Yr. Return 38.77% 31.04% 39.42% 32.59%
3 Yr. Return 17.33% NA NA NA
5 Yr. Return 24.81% NA NA NA
Fund Manager Mr. Rushabh Sheth Mr. Rushabh Sheth Mr. Rushabh Sheth Mr. Vinay Jain

Top Portfolio Managers of Karma Capital Portfolio Management Services

#1

Mr. Rushabh Sheth

#2

Mr. Vinay Jain

Karma Capital 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 7 Working days

Karma Capital Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not 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

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Karma Capital PMS - SEBI Details

SEBI Reg. No.

INP000001223

Contact Person

NA

Telephone No.

022 6232 7200

Address

Floor 12U, Suite 1, Remi Commercio, Off Veera Desai Road, Andheri (West), Mumbai 400 053

Starting Date

Jun 16, 2017

Karma Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Karma Capital Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Karma Capital PMS Backoffice or Dashboard Link

Web Platform

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