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

Sharekhan PMS - Snapshot

Total AUM

Rs.367.44 Cr.

1 Year Return

27.60%

Minimum Investment

Rs.50 Lakh

Experience

24 Years

Active Clients

588

Sharekhan Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.50 / 5

Fees

3.43 / 5

Experience

3.61 / 5

Support

3.59 / 5

Facilities

3.46 / 5

Overall Rating

3.52 / 5

Star Rating


Overview of Sharekhan Portfolio Management Services

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Jaideep Arora

Founded In (year)

2000

No. of Active Clients

588

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Sharekhan PMS Returns or Performance

1 Year

27.60%

Nifty 50 - 1 Year

17.34%

3 Year

13.66%

Nifty 50 - 3 Year

13.57%

5 Year

16.37%

Nifty 50 - 5 Year

20.77%

Sharekhan PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

2% of Fund Value

Variable Profit Sharing

18% (if above 20% )

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Sharekhan PMS Investment Strategies

Strategy Name Prime Picks
Start Date 25-Jun-18
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 30
1 Yr. Return 27.60%
3 Yr. Return 13.66%
5 Yr. Return 16.37%
Fund Manager Mr. Gaurav Dua

Top Portfolio Managers of Sharekhan Portfolio Management Services

#1

Mr. Gaurav Dua

Sharekhan Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Sharekhan Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.3% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Sharekhan PMS - SEBI Details

SEBI Reg. No.

INP000005786

Contact Person

NA

Telephone No.

022 6226 3242

Address

10th Floor , Beta Building , Lodha I think Techno Campus,off JVLR, opp Kanjurmarg Railway Station, Kanjurmarg East, MUMBAI, MAHARASHTRA, 400042

Starting Date

Aug 02, 2017

Sharekhan Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Sharekhan Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Sharekhan PMS Backoffice or Dashboard Link

Web Platform

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