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

Standard Chartered PMS - Snapshot

Total AUM

Rs.388.88 Cr.

1 Year Return

50.67%

Minimum Investment

Rs.50 Lakh

Experience

16 Years

Active Clients

189

Standard Chartered Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.63 / 5

Fees

3.56 / 5

Experience

3.74 / 5

Support

3.73 / 5

Facilities

3.60 / 5

Overall Rating

3.65 / 5

Star Rating


Overview of Standard Chartered Portfolio Management Services

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Saurabh Jain

Founded In (year)

1994

No. of Active Clients

189

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Standard Chartered PMS Returns or Performance

1 Year

50.67%

Nifty 50 - 1 Year

17.34%

3 Year

17.73%

Nifty 50 - 3 Year

13.57%

5 Year

20.87%

Nifty 50 - 5 Year

20.77%

Standard Chartered PMS Charges or Cost

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

1.50%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.50%

Standard Chartered PMS Investment Strategies

Strategy Name Long Term Value Compounder
Start Date 31-Jan-11
Category Large Cap
Benchmark Nifty 50
AUM (Rs.) Rs.338.46 Cr.
No. of Stocks 21
1 Yr. Return 50.67%
3 Yr. Return 17.73%
5 Yr. Return 20.87%
Fund Manager Mr. Mitesh Dalal

Top Portfolio Managers of Standard Chartered Portfolio Management Services

#1

Mr. Mitesh Dalal

Standard Chartered 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

Standard Chartered Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

0.85% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

1.5% within 1st Year

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Standard Chartered PMS - SEBI Details

SEBI Reg. No.

INP000003542

Contact Person

NA

Telephone No.

022 6601 2424

Address

Customer Care Unit, 19, Rajaji Salai, Chennai 600 001.

Starting Date

Jan 18, 2016

Standard Chartered Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Standard Chartered Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Standard Chartered PMS Backoffice or Dashboard Link

Web Platform

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