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

Porinju Veliyath PMS - Snapshot

Total AUM

Rs.781.58 Cr.

1 Year Return

23.60%

Minimum Investment

Rs.50 Lakh

Experience

23 Years

Active Clients

426

Porinju Veliyath Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.98 / 5

Fees

3.79 / 5

Experience

3.83 / 5

Support

3.97 / 5

Facilities

3.87 / 5

Overall Rating

3.89 / 5

Star Rating


Overview of Porinju Veliyath Portfolio Management Services

Organization Type

Private

Head Office

Kochi, Kerela

Founder

Porinju Veliyath

Founded In (year)

2001

No. of Active Clients

426

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Porinju Veliyath PMS Returns or Performance

1 Year

23.60%

Nifty 50 - 1 Year

17.34%

3 Year

11.50%

Nifty 50 - 3 Year

13.57%

5 Year

18.30%

Nifty 50 - 5 Year

20.77%

Porinju Veliyath PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1.2% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

1.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Porinju Veliyath PMS Investment Strategies

Strategy Name EQ PMS
Start Date 01-Apr-14
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 23.60%
3 Yr. Return 11.50%
5 Yr. Return 18.30%
Fund Manager Mr. Porinju Veliyath

Top Portfolio Managers of Porinju Veliyath Portfolio Management Services

#1

Mr. Porinju Veliyath

Porinju Veliyath Portfolio Manager - Customer Support

Call Support

Not Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Porinju Veliyath 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

1.5% within 1st Year

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Porinju Veliyath PMS - SEBI Details

SEBI Reg. No.

INP000000787

Contact Person

Porinju Veliyath

Telephone No.

NA

Address

NA

Starting Date

Apr 01, 2014

Porinju Veliyath Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Porinju Veliyath Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Porinju Veliyath PMS Backoffice or Dashboard Link

Web Platform

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