Lakewater PMS or Portfolio Management – Performance, Cost, Support & more
Lakewater 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 Lakewater Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Lakewater PMS - Snapshot
Total AUM
1 Year Return
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Active Clients
Lakewater Portfolio Management Review & Ratings by Franchisebyte
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Experience
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Overview of Lakewater Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Lakewater PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Lakewater PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
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Lakewater PMS Investment Strategies
| Strategy Name | India Growth |
| Start Date | 20-Jun-19 |
| Category | Flexicap |
| Benchmark | Nifty 50 |
| AUM (Rs.) | Not Disclosed |
| No. of Stocks | Not Disclosed |
| 1 Yr. Return | 20.15% |
| 3 Yr. Return | 2.64% |
| 5 Yr. Return | 13.01% |
| Fund Manager | Mr. Pankaj Singhania |
Top Portfolio Managers of Lakewater Portfolio Management Services
#1
Lakewater Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Lakewater Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Lakewater PMS - SEBI Details
SEBI Reg. No.
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Lakewater Portfolio Management Services - Eligibility Criteria
Age
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Lakewater Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Lakewater PMS Backoffice or Dashboard Link
Web Platform
