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

Sameeksha Capital PMS - Snapshot

Total AUM

Rs.1563.25 Cr.

1 Year Return

39.30%

Minimum Investment

Rs.50 Lakh

Experience

9 Years

Active Clients

530

Sameeksha Capital Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.95 / 5

Fees

3.76 / 5

Experience

3.80 / 5

Support

3.93 / 5

Facilities

3.84 / 5

Overall Rating

3.86 / 5

Star Rating


Overview of Sameeksha Capital Portfolio Management Services

Organization Type

Private

Head Office

Ahmedabad, Gujarat

Founder

Bhavin Shah

Founded In (year)

2015

No. of Active Clients

530

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Sameeksha Capital PMS Returns or Performance

1 Year

39.30%

Nifty 50 - 1 Year

17.34%

3 Year

23.50%

Nifty 50 - 3 Year

13.57%

5 Year

32.40%

Nifty 50 - 5 Year

20.77%

Sameeksha Capital PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1.2% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Sameeksha Capital PMS Investment Strategies

Strategy Name Equity Fund
Start Date 01-Apr-16
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1562.91 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 39.30%
3 Yr. Return 23.50%
5 Yr. Return 32.40%
Fund Manager Mr. Bhavin Shah

Top Portfolio Managers of Sameeksha Capital Portfolio Management Services

#1

Mr. Bhavin Shah

Sameeksha Capital 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 5 Working days

Sameeksha Capital Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.2% 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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Sameeksha Capital PMS - SEBI Details

SEBI Reg. No.

INP000004995

Contact Person

NA

Telephone No.

079 3533 4199

Address

SOUTH TOWER 1202 ONE42 BEHIND ASHOK VATIKA, NEAR JAYANTILAL PARK BRTS AMBLI BOPAL ROAD, AHMEDABAD, GUJARAT, 380058

Starting Date

Jan 22, 2016

Sameeksha Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Sameeksha Capital Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Sameeksha Capital PMS Backoffice or Dashboard Link

Web Platform

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