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

Stallion Asset PMS - Snapshot

Total AUM

Rs.3581.61 Cr.

1 Year Return

85.71%

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Active Clients

2,519

Stallion Asset Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.94 / 5

Fees

3.75 / 5

Experience

3.79 / 5

Support

3.92 / 5

Facilities

3.83 / 5

Overall Rating

3.85 / 5

Star Rating


Overview of Stallion Asset Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Amit Jeswani

Founded In (year)

2018

No. of Active Clients

2,519

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Stallion Asset PMS Returns or Performance

1 Year

85.71%

Nifty 50 - 1 Year

17.34%

3 Year

33.46%

Nifty 50 - 3 Year

13.57%

5 Year

35.67%

Nifty 50 - 5 Year

20.77%

Stallion Asset PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Stallion Asset PMS Investment Strategies

Strategy Name Core Fund
Start Date 22-Oct-18
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.3504.93 Cr.
No. of Stocks 29
1 Yr. Return 85.71%
3 Yr. Return 33.46%
5 Yr. Return 35.67%
Fund Manager Mr. Amit Jeswani

Top Portfolio Managers of Stallion Asset Portfolio Management Services

#1

Mr. Amit Jeswani

Stallion Asset Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 7 Working days

Stallion Asset Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

0.75% 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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Stallion Asset PMS - SEBI Details

SEBI Reg. No.

INP000006129

Contact Person

Yash Agrawal

Telephone No.

022 9769953339

Address

1406A Brighton Tower, Road No-2, Lokhandwala Complex, Andheri West, MUMBAI, MAHARASHTRA, 400053

Starting Date

Aug 31, 2018

Stallion Asset Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Stallion Asset Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Stallion Asset PMS Backoffice or Dashboard Link

Web Platform

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