Karvy PMS or Portfolio Management – Performance, Cost, Support & more
Karvy 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 Karvy Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Karvy PMS - Snapshot
Total AUM
1 Year Return
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Experience
Active Clients
Karvy Portfolio Management Review & Ratings by Franchisebyte
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Experience
Support
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Overview of Karvy Portfolio Management Services
Organization Type
Head Office
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Karvy PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Karvy PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
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Karvy PMS Investment Strategies
| Strategy Name | Demeter | Excel |
| Start Date | 01-Jul-14 | 08-Nov-16 |
| Category | Debt | Debt |
| Benchmark | Crisil Credit Index | Crisil Credit Index |
| AUM (Rs.) | Rs.99.11 Cr. | Rs.159.02 Cr. |
| No. of Stocks | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 9.77% | 11.39% |
| 3 Yr. Return | 7.66% | 11.32% |
| 5 Yr. Return | 9.31% | 11.07% |
| Fund Manager | Mr. Ajit Kumar Bhaskarn | Mr. Ajit Kumar Bhaskarn |
Top Portfolio Managers of Karvy Portfolio Management Services
#1
Karvy Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Karvy Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
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NRI Investment
Discretionary
Non-Discretionary
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Early Exit Charges
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Karvy PMS - SEBI Details
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Karvy Portfolio Management Services - Eligibility Criteria
Age
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Investment
Karvy Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Karvy PMS Backoffice or Dashboard Link
Web Platform
