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

Price Bridge PMS - Snapshot

Total AUM

Rs.287.83 Cr.

1 Year Return

32.44%

Minimum Investment

Rs.50 Lakh

Experience

9 Years

Active Clients

324

Price Bridge Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.52 / 5

Fees

3.45 / 5

Experience

3.63 / 5

Support

3.61 / 5

Facilities

3.49 / 5

Overall Rating

3.54 / 5

Star Rating


Overview of Price Bridge Portfolio Management Services

Organization Type

Private

Head Office

Thane, Maharashtra

Founder

Mahesh Gowande

Founded In (year)

2015

No. of Active Clients

324

Minimum Investment

Rs.50 Lakh

Investment Strategies

5

Price Bridge PMS Returns or Performance

1 Year

32.44%

Nifty 50 - 1 Year

17.34%

3 Year

NA

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Price Bridge PMS Charges or Cost

Fixed Fees

1.35% of Fund Value

Variable AMC

0.65% of Fund Value

Variable Profit Sharing

14% (if above 14% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Price Bridge PMS Investment Strategies

Strategy Name Upswing Honeycomb Direct MF Eternal-Long Life Top 100 Equity
Start Date 12-Dec-22 27-Jan-23 04-May-23 01-Dec-23 01-Jan-24
Category Multi Cap ETF Multi Cap Small & Mid Cap Large Cap
Benchmark Nifty 50 Nifty 50 Nifty 50 S&P BSE 500 Nifty 50
AUM (Rs.) Rs.200.95 Cr. Rs.23.85 Cr. Rs.10.87 Cr. Rs.40.48 Cr. Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 30.65% 30.92% 35.75% NA NA
3 Yr. Return NA NA NA NA NA
5 Yr. Return NA NA NA NA NA
Fund Manager Mr. Ayan Mr. Ayan Mr. Ayan Not Disclosed Not Disclosed

Top Portfolio Managers of Price Bridge Portfolio Management Services

#1

Mr. Ayan

Price Bridge 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

Price Bridge Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1.1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Price Bridge PMS - SEBI Details

SEBI Reg. No.

INP000007614

Contact Person

Girish Lad

Telephone No.

8268657777

Address

Flat No. 23, Wing C, Floor 2, Shreerang Unit11, Shreerang society, N G Marg, THANE, MAHARASHTRA, 400601

Starting Date

Nov 07, 2022

Price Bridge Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Price Bridge Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Price Bridge PMS Backoffice or Dashboard Link

Web Platform

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