Find Your Franchise

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

Old Bridge PMS - Snapshot

Total AUM

Rs.1197.29 Cr.

1 Year Return

19.16%

Minimum Investment

Rs.50 Lakh

Experience

9 Years

Active Clients

445

Old Bridge Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.04 / 5

Fees

3.84 / 5

Experience

3.88 / 5

Support

4.02 / 5

Facilities

3.92 / 5

Overall Rating

3.94 / 5

Star Rating


Overview of Old Bridge Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Kenneth Andrade

Founded In (year)

2015

No. of Active Clients

445

Minimum Investment

Rs.50 Lakh

Investment Strategies

3

Old Bridge PMS Returns or Performance

1 Year

19.16%

Nifty 50 - 1 Year

17.34%

3 Year

18.68%

Nifty 50 - 3 Year

13.57%

5 Year

20.08%

Nifty 50 - 5 Year

20.77%

Old Bridge PMS Charges or Cost

Fixed Fees

2.25% of Fund Value

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Old Bridge PMS Investment Strategies

Strategy Name All Cap Portfolio Thematic Portfolio Prestige Fund
Start Date 01-Apr-15 17-Feb-16 15-Nov-19
Category Multi Cap Flexicap Large Cap
Benchmark S&P BSE 500 S&P BSE 500 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 18.29% 12.85% 26.34%
3 Yr. Return 14.95% 18.35% 22.75%
5 Yr. Return 26.45% 15.88% 17.90%
Fund Manager Mr. Kenneth Andrade Mr. Amit K. Jasani Mr. Sanjay Dam

Top Portfolio Managers of Old Bridge Portfolio Management Services

#1

Mr. Kenneth Andrade

#2

Mr. Amit K. Jasani

#3

Mr. Sanjay Dam

Old Bridge 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

Old Bridge Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

Check out Business Opportunities with Similar Brands

Old Bridge PMS - SEBI Details

SEBI Reg. No.

INP000005174

Contact Person

VASPAR PATEL

Telephone No.

022 6945 9999

Address

1705, C Wing, ONE BKC, G Block BKC, Bandra Kurla Complex, Bandra East, Mumbai 400051

Starting Date

Apr 01, 2015

Old Bridge Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Old Bridge Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Old Bridge PMS Backoffice or Dashboard Link

Web Platform

Double your Investment in 3 Years!Invest in PMS