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

SMC Global PMS - Snapshot

Total AUM

Rs.133.63 Cr.

1 Year Return

29.14%

Minimum Investment

Rs.50 Lakh

Experience

27 Years

Active Clients

153

SMC Global Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.49 / 5

Fees

3.42 / 5

Experience

3.59 / 5

Support

3.57 / 5

Facilities

3.45 / 5

Overall Rating

3.50 / 5

Star Rating


Overview of SMC Global Portfolio Management Services

Organization Type

Public

Head Office

New Delhi, Delhi

Founder

Damodar K. Aggarwal

Founded In (year)

1997

No. of Active Clients

153

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

SMC Global PMS Returns or Performance

1 Year

29.14%

Nifty 50 - 1 Year

17.34%

3 Year

15.16%

Nifty 50 - 3 Year

13.57%

5 Year

17.92%

Nifty 50 - 5 Year

20.77%

SMC Global PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

18% (if above 8% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

SMC Global PMS Investment Strategies

Strategy Name Growth Strategy
Start Date 01-Oct-19
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Rs.123.18 Cr.
No. of Stocks 36
1 Yr. Return 29.14%
3 Yr. Return 15.16%
5 Yr. Return 17.92%
Fund Manager Mr. Ayush Aggarwal

Top Portfolio Managers of SMC Global Portfolio Management Services

#1

Mr. Ayush Aggarwal

SMC Global 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

SMC Global Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1.1% 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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SMC Global PMS - SEBI Details

SEBI Reg. No.

INP000006703

Contact Person

Ashok Aggarwal

Telephone No.

01101 1301 1100

Address

11/6B, Shanti Chambers Pusa Road, New Delhi, NEW DELHI, NATIONAL CAPITAL TERRITORY OF DELHI, 110005

Starting Date

Apr 26, 2019

SMC Global Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

SMC Global Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

SMC Global PMS Backoffice or Dashboard Link

Web Platform

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