Find Your Franchise

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

Moneylife PMS - Snapshot

Total AUM

Rs.256.27 Cr.

1 Year Return

47.73%

Minimum Investment

Rs.50 Lakh

Experience

12 Years

Active Clients

132

Moneylife Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.54 / 5

Fees

3.47 / 5

Experience

3.65 / 5

Support

3.63 / 5

Facilities

3.51 / 5

Overall Rating

3.56 / 5

Star Rating


Overview of Moneylife Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Debashis Basu

Founded In (year)

2019

No. of Active Clients

132

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Moneylife PMS Returns or Performance

1 Year

47.73%

Nifty 50 - 1 Year

17.34%

3 Year

22.67%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Moneylife PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Moneylife PMS Investment Strategies

Strategy Name MAS Prime MAS Growth
Start Date 02-Dec-19 18-Dec-19
Category Multi Cap Multi Cap
Benchmark Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 49.50% 45.96%
3 Yr. Return 20.78% 24.55%
5 Yr. Return NA NA
Fund Manager Mr. Debashis Basu Mr. Debashis Basu

Top Portfolio Managers of Moneylife Portfolio Management Services

#1

Mr. Debashis Basu

Moneylife Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Moneylife Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

Check out Business Opportunities with Similar Brands

Moneylife PMS - SEBI Details

SEBI Reg. No.

INP000006873

Contact Person

Pankaj Raheja

Telephone No.

022 4920 5000

Address

301, EMCA Sadan, Appasaheb Marathe Marg, Prabhadevi, MUMBAI, MAHARASHTRA, 400025

Starting Date

Sep 09, 2019

Moneylife Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Moneylife Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Moneylife PMS Backoffice or Dashboard Link

Web Platform

Double your Investment in 3 Years!Invest in PMS