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

Reliance PMS - Snapshot

Total AUM

Rs.37.22 Cr.

1 Year Return

22.38%

Minimum Investment

Rs.50 Lakh

Experience

31 Years

Active Clients

40

Reliance Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.03 / 5

Fees

3.83 / 5

Experience

3.87 / 5

Support

4.01 / 5

Facilities

3.91 / 5

Overall Rating

3.93 / 5

Star Rating


Overview of Reliance Portfolio Management Services

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Anil Ambani

Founded In (year)

1993

No. of Active Clients

40

Minimum Investment

Rs.50 Lakh

Investment Strategies

0

Reliance PMS Returns or Performance

1 Year

22.38%

Nifty 50 - 1 Year

17.34%

3 Year

26.82%

Nifty 50 - 3 Year

13.57%

5 Year

8.89%

Nifty 50 - 5 Year

20.77%

Reliance PMS Charges or Cost

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Reliance PMS Investment Strategies

Strategy Name Alpha Growth Alpha Large Cap Mint
Start Date 22-Jan-08 28-Apr-14 23-Jun-14
Category Multi Cap Large Cap Mid Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 55 27 40
1 Yr. Return 18.61% 20.70% 27.82%
3 Yr. Return 28.63% 21.62% 30.22%
5 Yr. Return 7.01% 7.52% 12.13%
Fund Manager Mr. Vikas Rajpal Mr. Vikas Rajpal Mr. Vikas Rajpal

Top Portfolio Managers of Reliance Portfolio Management Services

#1

Mr. Vikas Rajpal

Reliance 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

Reliance Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.5% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

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Reliance PMS - SEBI Details

SEBI Reg. No.

INP000002353

Contact Person

Ms Poonam Naik

Telephone No.

022 4168 1200

Address

11th Floor, R Tech Park, Nirlon compound, Off Western express highway, Goregaon East Mumbai 400063 Maharashtra, India

Starting Date

Oct 16, 2016

Reliance Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Reliance Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Reliance PMS Backoffice or Dashboard Link

Web Platform

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