Find Your Franchise

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

Right Horizons PMS - Snapshot

Total AUM

Rs.1490.78 Cr.

1 Year Return

39.58%

Minimum Investment

Rs.50 Lakh

Experience

21 Years

Active Clients

663

Right Horizons Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.00 / 5

Fees

3.81 / 5

Experience

3.84 / 5

Support

3.98 / 5

Facilities

3.88 / 5

Overall Rating

3.90 / 5

Star Rating


Overview of Right Horizons Portfolio Management Services

Organization Type

Private

Head Office

Bangalore, Karnataka

Founder

Mr Anil Francis Rego & Mrs Rachna Rego

Founded In (year)

2003

No. of Active Clients

663

Minimum Investment

Rs.50 Lakh

Investment Strategies

6

Right Horizons PMS Returns or Performance

1 Year

39.58%

Nifty 50 - 1 Year

17.34%

3 Year

17.28%

Nifty 50 - 3 Year

13.57%

5 Year

23.56%

Nifty 50 - 5 Year

20.77%

Right Horizons PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Right Horizons PMS Investment Strategies

Strategy Name India Business Leader Flexi Cap Super Value Perennial All Seasons Super Value Aggressive
Start Date 15-Nov-12 29-Nov-12 30-Nov-12 01-Apr-21 22-Nov-19 31-Mar-23
Category Large Cap Multi Cap Mid Cap Multi Cap Multi Asset Small Cap
Benchmark Nifty 50 S&P BSE 500 S&P BSE 500 S&P BSE 500 NSE Multi Asset Index 2 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 24 27 28 Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 40.67% 35.15% 41.53% 46.09% 27.62% 46.39%
3 Yr. Return 14.05% 16.01% 24.15% 19.08% 13.09% NA
5 Yr. Return 19.24% 22.53% 28.91% NA NA NA
Fund Manager Mr. Anil Rego Mr. Anil Rego Mr. Prabhat Ranjan Mr. Anil Rego Mr. Anil Rego Mr. Prabhat Ranjan

Top Portfolio Managers of Right Horizons Portfolio Management Services

#1

Mr. Anil Rego

#2

Mr. Prabhat Ranjan

Right Horizons Portfolio Manager - Customer Support

Call Support

Available

Email Support

Not Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Right Horizons Portfolio Management - Investment Facilities

Custom Strategy

Not 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

2% within 1st Year

Check out Business Opportunities with Similar Brands

Right Horizons PMS - SEBI Details

SEBI Reg. No.

INP000004359

Contact Person

Rachna Rego

Email ID

NA

Telephone No.

8041209582

Address

No 6 2nd Main Road Aerekere, Bannerghatta Road, BANGALORE, KARNATAKA, 560076

Starting Date

Aug 06, 2015

Right Horizons Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Right Horizons Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Right Horizons PMS Backoffice or Dashboard Link

Web Platform

Double your Investment in 3 Years!Invest in PMS