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

Northern Arc PMS - Snapshot

Total AUM

Rs.212.14 Cr.

1 Year Return

10.93%

Minimum Investment

Rs.50 Lakh

Experience

16 Years

Active Clients

61

Northern Arc Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.77 / 5

Fees

3.64 / 5

Experience

3.61 / 5

Support

3.68 / 5

Facilities

3.79 / 5

Overall Rating

3.70 / 5

Star Rating


Overview of Northern Arc Portfolio Management Services

Organization Type

Private

Head Office

Chennai, Tamil Nadu

Founder

Ashish Mehrotra

Founded In (year)

2008

No. of Active Clients

61

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Northern Arc PMS Returns or Performance

1 Year

10.93%

Nifty 50 - 1 Year

17.34%

3 Year

NA

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Northern Arc PMS Charges or Cost

Fixed Fees

0.6% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

0.00%

Northern Arc PMS Investment Strategies

Strategy Name Income Builder Series B Credit Opportunities Strategy
Start Date 01-Sep-22 24-Feb-24
Category Debt Debt
Benchmark Crisil Credit Index Crisil Credit Index
AUM (Rs.) Rs.130 Cr. Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 10.93% NA
3 Yr. Return NA NA
5 Yr. Return NA NA
Fund Manager Mr. Atul Tibrewal Not Disclosed

Top Portfolio Managers of Northern Arc Portfolio Management Services

#1

Mr. Atul Tibrewal

Northern Arc 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 7 Working days

Northern Arc Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

0.85% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

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Northern Arc PMS - SEBI Details

SEBI Reg. No.

INP200007265

Contact Person

NA

Telephone No.

044 6668 7000

Address

IITM Research Park, Phase I, 10th Floor, 1, Kanagam Village, Behind Tidel Park, Taramani, CHENNAI, TAMIL NADU, 600113

Starting Date

Aug 27, 2021

Northern Arc Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Northern Arc Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Northern Arc PMS Backoffice or Dashboard Link

Web Platform

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