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

Shade Capital PMS - Snapshot

Total AUM

Rs.81.52 Cr.

1 Year Return

9.78%

Minimum Investment

Rs.50 Lakh

Experience

15 Years

Active Clients

36

Shade Capital Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.46 / 5

Fees

3.39 / 5

Experience

3.56 / 5

Support

3.55 / 5

Facilities

3.43 / 5

Overall Rating

3.48 / 5

Star Rating


Overview of Shade Capital Portfolio Management Services

Organization Type

Private

Head Office

New Delhi, Delhi

Founder

Mahim Mehta

Founded In (year)

2011

No. of Active Clients

36

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Shade Capital PMS Returns or Performance

1 Year

9.78%

Nifty 50 - 1 Year

-4.04%

3 Year

23.82%

Nifty 50 - 3 Year

11.20%

5 Year

14.10%

Nifty 50 - 5 Year

11.60%

Shade Capital PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

2% of Fund Value

Variable Profit Sharing

10% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Shade Capital PMS Investment Strategies

Strategy Name Value Fund
Start Date 23-Feb-12
Category MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500 TRI
AUM (Rs.) Rs.81.52 Cr.
No. of Stocks 42
1 Yr. Return 9.78%
3 Yr. Return 23.82%
5 Yr. Return 14.10%
Fund Manager NA

Top Portfolio Managers of Shade Capital Portfolio Management Services

#1

Mr. Jagvir Singh Fauzdar

Shade 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 7 Working days

Shade Capital Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1% 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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Shade Capital PMS - SEBI Details

SEBI Reg. No.

INP000004185

Contact Person

Umapati

Telephone No.

011 2693 2901

Address

C-70 Panchsheel Enclave, NEW DELHI, NATIONAL CAPITAL TERRITORY OF DELHI, 110065

Starting Date

Jan 02, 2015

Shade Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Shade Capital Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Shade Capital PMS Backoffice or Dashboard Link

Web Platform

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