Phillip Capital PMS or Portfolio Management – Performance, Cost, Support & more
Phillip Capital 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 Phillip Capital Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Phillip Capital PMS - Snapshot
Total AUM
1 Year Return
Minimum Investment
Experience
Active Clients
Phillip Capital Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
Overall Rating
Star Rating
Overview of Phillip Capital Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Phillip Capital PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Phillip Capital PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Phillip Capital PMS Investment Strategies
| Strategy Name | Emerging India Portfolio | Signature India Portfolio | Ethical India Portfolio | Income Builder Portfolio |
| Start Date | 09-Aug-17 | 18-May-16 | 12-Dec-17 | 28-Aug-23 |
| Category | Small & Mid Cap | Multi Cap | Multi Cap | Debt |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | Crisil Composite Bond Fund Index |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 16 | Not Disclosed | 21 | Not Disclosed |
| 1 Yr. Return | 20.44% | 21.56% | 21.13% | 17.51% |
| 3 Yr. Return | 13.56% | 9.63% | 10.80% | NA |
| 5 Yr. Return | 21.62% | 17.51% | 17.47% | NA |
| Fund Manager | Mr. Nishit Shah | Mr. Nishit Shah | Mr. Nishit Shah | Mr. Nishit Shah |
Top Portfolio Managers of Phillip Capital Portfolio Management Services
#1
Phillip Capital Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Phillip Capital Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Phillip Capital PMS - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
Phillip Capital Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Phillip Capital Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Phillip Capital PMS Backoffice or Dashboard Link
Web Platform
