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

Unique PMS - Snapshot

Total AUM

Rs.2645.65 Cr.

1 Year Return

35.37%

Minimum Investment

Rs.50 Lakh

Experience

5 Years

Active Clients

677

Unique 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 Unique Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Ketan Gopani, Sunil Kothari

Founded In (year)

2019

No. of Active Clients

677

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Unique PMS Returns or Performance

1 Year

35.37%

Nifty 50 - 1 Year

17.34%

3 Year

21.97%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Unique PMS Charges or Cost

Fixed Fees

1.5% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Unique PMS Investment Strategies

Strategy Name Focused Fund Strategic Fund
Start Date 20-Dec-19 20-Dec-19
Category Flexicap Flexicap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.830.48 Cr. Rs.1646.37 Cr.
No. of Stocks 17 25
1 Yr. Return 26.27% 44.47%
3 Yr. Return 9.31% 34.63%
5 Yr. Return NA NA
Fund Manager Mr. Ketan Gopani Mr. Sunil Kothari

Top Portfolio Managers of Unique Portfolio Management Services

#1

Mr. Ketan Gopani

#2

Mr. Sunil Kothari

Unique 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 7 Working days

Unique Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

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Unique PMS - SEBI Details

SEBI Reg. No.

INP000006855

Contact Person

Nirali Gopani

Telephone No.

022 2510 0447

Address

710/711 Skyline Wealth Space, , Premier Road, Near SBI, Vidyavihar West. Mumbai, MUMBAI, MAHARASHTRA, 400086

Starting Date

Aug 05, 2019

Unique Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Unique Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Unique PMS Backoffice or Dashboard Link

Web Platform

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