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

LIC PMS - Snapshot

Total AUM

Rs.1461.23 Cr.

1 Year Return

28.00%

Minimum Investment

Rs.50 Lakh

Experience

35 Years

Active Clients

15

LIC Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.07 / 5

Fees

3.87 / 5

Experience

3.91 / 5

Support

4.05 / 5

Facilities

3.95 / 5

Overall Rating

3.97 / 5

Star Rating


Overview of LIC Portfolio Management Services

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

S. K. Mitra

Founded In (year)

1989

No. of Active Clients

15

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

LIC PMS Returns or Performance

1 Year

28.00%

Nifty 50 - 1 Year

17.34%

3 Year

21.52%

Nifty 50 - 3 Year

13.57%

5 Year

17.25%

Nifty 50 - 5 Year

20.77%

LIC PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

2% of Fund Value

Variable Profit Sharing

20% (if above 10.00% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

LIC PMS Investment Strategies

Strategy Name Value Equity+ Factor Advantage
Start Date 17-May-13 02-Mar-21
Category Large & Mid Cap Large Cap
Benchmark S&P BSE 500 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks 27 Not Disclosed
1 Yr. Return 32.29% 23.71%
3 Yr. Return 21.52% NA
5 Yr. Return 17.25% NA
Fund Manager Mr. Mahesh Bendre Mr. Mahesh Bendre

Top Portfolio Managers of LIC Portfolio Management Services

#1

Mr. Mahesh Bendre

LIC Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

LIC Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

2% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

1% within 1st Year

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LIC PMS - SEBI Details

SEBI Reg. No.

INP000001694

Contact Person

MAYANK ARORA

Telephone No.

022 6601 6041

Address

INDUSTRIAL ASSURANCE BUILDING, 4TH FLOOR,, OPPOSITE CHURCHGATE STATION, MUMBAI, MUMBAI, MAHARASHTRA, 400020

Starting Date

May 01, 2015

LIC Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

LIC Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

LIC PMS Backoffice or Dashboard Link

Web Platform

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