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
1 Year Return
Minimum Investment
Experience
Active Clients
PGIM India Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
Overall Rating
Star Rating
Overview of PGIM India Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
PGIM India PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
PGIM India PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
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
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PGIM India Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
PGIM India Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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PGIM India PMS - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
PGIM India Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
PGIM India Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
PGIM India PMS Backoffice or Dashboard Link
Web Platform