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

Mastertrust PMS - Snapshot

Total AUM

Rs.502.91 Cr.

1 Year Return

30.76%

Minimum Investment

Rs.50 Lakh

Experience

9 Years

Active Clients

336

Mastertrust Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.90 / 5

Fees

3.77 / 5

Experience

3.73 / 5

Support

3.81 / 5

Facilities

3.92 / 5

Overall Rating

3.83 / 5

Star Rating


Overview of Mastertrust Portfolio Management Services

Organization Type

Public

Head Office

Chandigarh, Punjab

Founder

Harjeet Singh Arora

Founded In (year)

1994

No. of Active Clients

336

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Mastertrust PMS Returns or Performance

1 Year

30.76%

Nifty 50 - 1 Year

17.34%

3 Year

17.28%

Nifty 50 - 3 Year

13.57%

5 Year

29.75%

Nifty 50 - 5 Year

20.77%

Mastertrust PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.50%

Exit Load 3rd Year

0.50%

Mastertrust PMS Investment Strategies

Strategy Name India Growth Strategy
Start Date 22-Oct-11
Category Mid Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 19
1 Yr. Return 30.76%
3 Yr. Return 17.28%
5 Yr. Return 29.75%
Fund Manager K. C. Sabu

Top Portfolio Managers of Mastertrust Portfolio Management Services

#1

K. C. Sabu

Mastertrust Portfolio Manager - Customer Support

Call Support

Available

Email Support

Not Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Mastertrust Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.15% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Mastertrust PMS - SEBI Details

SEBI Reg. No.

INP000001637

Contact Person

RINKOO SAHOO

Email ID

NA

Telephone No.

017 2484 8000

Address

704, 7th FLOOR, SEARS TOWER,, OPP. JUST DIAL TOWER, PANCHVATI TO GULBAI TEKRA ROAD, AHMEDABAD, GUJARAT, 380009

Starting Date

Feb 16, 2015

Mastertrust Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Mastertrust Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Mastertrust PMS Backoffice or Dashboard Link

Web Platform

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