Kotak PMS or Portfolio Management – Performance, Cost, Support & more
Kotak 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 Kotak Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Kotak PMS - Snapshot
Total AUM
1 Year Return
Minimum Investment
Experience
Active Clients
Kotak Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
Overall Rating
Star Rating
Overview of Kotak Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Kotak PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Kotak PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Kotak PMS Investment Strategies
| Strategy Name | Kotak Pioneer Model Strategy Aggressive | Kotak Pioneer Model Strategy Moderate | Kotak Pioneer Model Strategy Conservative | India Focus Portfolio – Series I |
| Start Date | 24-Jun-22 | 30-Jun-22 | 30-Jun-22 | 31-Jul-12 |
| Category | Multi Asset | Multi Asset | Multi Asset | Multi Cap & Flexi Cap |
| Benchmark | NSE Multi Asset Index 1 | NSE Multi Asset Index 1 | NSE Multi Asset Index 1 | Nifty 50 TRI |
| AUM (Rs.) | Rs.63.85 Cr. | Rs.7.35 Cr. | Rs.1.15 Cr. | Rs.817.87 Cr. |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 14.19% | 12.85% | 22.01% | 5.36% |
| 3 Yr. Return | 16.40% | 13.96% | 15.05% | 17.99% |
| 5 Yr. Return | NA | NA | NA | 15.40% |
| Fund Manager | Mr. Brijesh Ved | Mr. Brijesh Ved | Mr. Brijesh Ved | Mr. Brijesh Ved |
Top Portfolio Managers of Kotak Portfolio Management Services
#1
Kotak Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Kotak Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Check out Business Opportunities with Similar Brands
Kotak PMS - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
Kotak Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Kotak Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Kotak PMS Backoffice or Dashboard Link
Web Platform
No Comments