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

Satco PMS - Snapshot

Total AUM

Rs.70.99 Cr.

1 Year Return

31.67%

Minimum Investment

Rs.50 Lakh

Experience

30 Years

Active Clients

82

Satco Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.48 / 5

Fees

3.41 / 5

Experience

3.58 / 5

Support

3.57 / 5

Facilities

3.45 / 5

Overall Rating

3.50 / 5

Star Rating


Overview of Satco Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

S T Gerela

Founded In (year)

1994

No. of Active Clients

82

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Satco PMS Returns or Performance

1 Year

31.67%

Nifty 50 - 1 Year

17.34%

3 Year

30.60%

Nifty 50 - 3 Year

13.57%

5 Year

16.44%

Nifty 50 - 5 Year

20.77%

Satco PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

Flat 20% of Profit

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Satco PMS Investment Strategies

Strategy Name Growth and Momentum
Start Date 01-Jan-12
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 23
1 Yr. Return 31.67%
3 Yr. Return 30.60%
5 Yr. Return 16.44%
Fund Manager Mr. Kaushik Dani

Top Portfolio Managers of Satco Portfolio Management Services

#1

Mr. Kaushik Dani

Satco 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

Satco 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

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Satco PMS - SEBI Details

SEBI Reg. No.

INP000003492

Contact Person

Nehal Kothari

Telephone No.

022 2645 6677

Address

17, NOBLE CHAMBERS, GROUND FLOOR, OPP. JANMABHOOMI PRESS, , JANMABHOOMI MARG, FORT,, MUMBAI, MAHARASHTRA, 400001

Starting Date

Aug 17, 2015

Satco Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Satco Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Satco PMS Backoffice or Dashboard Link

Web Platform

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