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

Solidarity PMS - Snapshot

Total AUM

Rs.1669.05 Cr.

1 Year Return

20.52%

Minimum Investment

Rs.50 Lakh

Experience

13 Years

Active Clients

284

Solidarity Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.10 / 5

Fees

3.90 / 5

Experience

3.94 / 5

Support

4.08 / 5

Facilities

3.98 / 5

Overall Rating

4.00 / 5

Star Rating


Overview of Solidarity Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Manish Gupta

Founded In (year)

2011

No. of Active Clients

284

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Solidarity PMS Returns or Performance

1 Year

20.52%

Nifty 50 - 1 Year

17.34%

3 Year

7.77%

Nifty 50 - 3 Year

13.57%

5 Year

19.53%

Nifty 50 - 5 Year

20.77%

Solidarity PMS Charges or Cost

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1% of fund value

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Solidarity PMS Investment Strategies

Strategy Name Prudence
Start Date 11-May-16
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs. 1577.22 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 20.52%
3 Yr. Return 7.77%
5 Yr. Return 19.53%
Fund Manager Mr. Manish Gupta

Top Portfolio Managers of Solidarity Portfolio Management Services

#1

Mr. Manish Gupta

Solidarity Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

Solidarity Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1% of fund value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Solidarity PMS - SEBI Details

SEBI Reg. No.

INP000004961

Contact Person

Sanjay Nambiar

Telephone No.

022 6180 2061

Address

101 Buena Vista, St. Alexius Road, Bandra (West), MUMBAI, MAHARASHTRA, 400050

Starting Date

Dec 17, 2015

Solidarity Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Solidarity Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Solidarity PMS Backoffice or Dashboard Link

Web Platform

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