Unifi Capital PMS or Portfolio Management – Performance, Cost, Support & more
Unifi Capital 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 Unifi Capital Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Unifi Capital PMS - Snapshot
Total AUM
1 Year Return
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Active Clients
Unifi Capital Portfolio Management Review & Ratings by Franchisebyte
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Experience
Support
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Overview of Unifi Capital Portfolio Management Services
Organization Type
Head Office
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Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Unifi Capital PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Unifi Capital PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Unifi Capital PMS Investment Strategies
| Strategy Name | Blended Rangoli | BCAD | APJ 20 | Insider Shadow | BCAD2: Breakout 20 |
| Start Date | 12-Jun-17 | 01-May-18 | 02-Sep-15 | 01-May-10 | 14-Jan-22 |
| Category | Flexicap | Mid Cap | Mid Cap | Mid Cap | Mid Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 28.91% | 22.49% | 31.02% | 23.68% | 27.47% |
| 3 Yr. Return | 14.18% | 12.15% | 19.03% | 12.75% | NA |
| 5 Yr. Return | 30.45% | 22.28% | 36.19% | 26.51% | NA |
| Fund Manager | Mr. E Prithvi Raj | Mr. Aejas Lakhani | Mr. Baidik Sarkar | Mr. Sarath K Reddy | Mr. Aejas Lakhani |
Top Portfolio Managers of Unifi Capital Portfolio Management Services
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Unifi Capital Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Unifi Capital Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Unifi Capital PMS - SEBI Details
SEBI Reg. No.
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Unifi Capital Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Unifi Capital Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Unifi Capital PMS Backoffice or Dashboard Link
Web Platform
