Tata PMS or Portfolio Management – Performance, Cost, Support & more
Tata 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 Tata Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Tata PMS - Snapshot
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Tata Portfolio Management Review & Ratings by Franchisebyte
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Experience
Support
Facilities
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Overview of Tata Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
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Investment Strategies
Tata PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Tata PMS Charges or Cost
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Variable AMC
Variable Profit Sharing
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Tata PMS Investment Strategies
| Strategy Name | Emerging opportunities | ACT | Enterprising India Investment Approach |
| Start Date | 01-Apr-06 | 12-Feb-19 | 10-Apr-06 |
| Category | Small & Mid Cap | Multi Cap | Multi Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 37 | 29 | 20 |
| 1 Yr. Return | 41.97% | 36.77% | 31.54% |
| 3 Yr. Return | 19.02% | 15.65% | 11.41% |
| 5 Yr. Return | 20.60% | 19.35% | 15.40% |
| Fund Manager | Mr. Pranav Mise | Mr. Pranav Mise | Mr. Krutika Vispute |
Top Portfolio Managers of Tata Portfolio Management Services
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Tata Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Tata Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Tata PMS - SEBI Details
SEBI Reg. No.
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Tata Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Tata Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Tata PMS Backoffice or Dashboard Link
Web Platform
