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

Prabhudas Lilladher PMS - Snapshot

Total AUM

Rs.486.03 Cr.

1 Year Return

31.98%

Minimum Investment

Rs.50 Lakh

Experience

37 Years

Active Clients

488

Prabhudas Lilladher Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.56 / 5

Fees

3.49 / 5

Experience

3.67 / 5

Support

3.65 / 5

Facilities

3.52 / 5

Overall Rating

3.58 / 5

Star Rating


Overview of Prabhudas Lilladher Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Mr Ajay Bodke (CEO)

Founded In (year)

1987

No. of Active Clients

488

Minimum Investment

Rs.50 Lakh

Investment Strategies

3

Prabhudas Lilladher PMS Returns or Performance

1 Year

31.98%

Nifty 50 - 1 Year

17.34%

3 Year

10.50%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Prabhudas Lilladher PMS Charges or Cost

Fixed Fees

2.25% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Prabhudas Lilladher PMS Investment Strategies

Strategy Name Multi Asset Dynamic Portfolio Aqua Strategy Multi Asset Dynamic Portfolio Alpha
Start Date 07-Jul-21 12-Jun-23 21-Sep-23
Category Multi Asset Flexicap Multi Asset
Benchmark NSE Multi Asset Index 1 S&P BSE 500 NSE Multi Asset Index 1
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed 35 28
1 Yr. Return 22.39% 44.27% 29.27%
3 Yr. Return 10.50% NA NA
5 Yr. Return NA NA NA
Fund Manager Mr. Siddharth Vora Mr. Siddharth Vora Mr. Siddharth Vora

Top Portfolio Managers of Prabhudas Lilladher Portfolio Management Services

#1

Mr. Siddharth Vora

Prabhudas Lilladher Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

Prabhudas Lilladher Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.25% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Prabhudas Lilladher PMS - SEBI Details

SEBI Reg. No.

INP000001231

Contact Person

Siddharth Vora

Telephone No.

022 6632 2222

Address

3rd Floor, Sadhana House, 570, P. B. Marg, Behind Mahindra Tower, Worli, Mumbai - 400 018

Starting Date

Oct 17, 1987

Prabhudas Lilladher Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Prabhudas Lilladher Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Prabhudas Lilladher PMS Backoffice or Dashboard Link

Web Platform

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