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

PGIM India PMS - Snapshot

Total AUM

Rs.438.32 Cr.

1 Year Return

31.30%

Minimum Investment

Rs.50 Lakh

Experience

20 Years

Active Clients

371

PGIM India Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.58 / 5

Fees

3.51 / 5

Experience

3.69 / 5

Support

3.67 / 5

Facilities

3.55 / 5

Overall Rating

3.60 / 5

Star Rating


Overview of PGIM India Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Ajit Menon

Founded In (year)

2008

No. of Active Clients

371

Minimum Investment

Rs.50 Lakh

Investment Strategies

3

PGIM India PMS Returns or Performance

1 Year

31.30%

Nifty 50 - 1 Year

17.34%

3 Year

19.48%

Nifty 50 - 3 Year

13.57%

5 Year

20.59%

Nifty 50 - 5 Year

20.77%

PGIM India PMS Charges or Cost

Fixed Fees

2.5% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

PGIM India PMS Investment Strategies

Strategy Name Core Equity Portfolio Phoenix Portfolio Equity Portfolio
Start Date 08-Jul-13 08-Jul-13 19-Jan-23
Category Multi Cap Small & Mid Cap Thematic
Benchmark Nifty 50 Nifty 50 Nifty 50
AUM (Rs.) Rs.185.42 Cr. Rs.74.99 Cr. Rs.155.89 Cr.
No. of Stocks Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 26.83% 32.62% 34.44%
3 Yr. Return 17.98% 20.97% NA
5 Yr. Return 17.65% 23.53% NA
Fund Manager Mr. Surjitt Singh Arora Mr. Surjitt Singh Arora Mr. Surjitt Singh Arora

Top Portfolio Managers of PGIM India Portfolio Management Services

#1

Mr. Surjitt Singh Arora

PGIM India 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

PGIM India Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

0.85% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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PGIM India PMS - SEBI Details

SEBI Reg. No.

INP000006952

Contact Person

Sandeep Kamath

Telephone No.

022 6159 3000

Address

4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex, , Bandra East, MUMBAI, MAHARASHTRA, 400051

Starting Date

Dec 12, 2019

PGIM India Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

PGIM India Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

PGIM India PMS Backoffice or Dashboard Link

Web Platform

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