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

Valcreate PMS - Snapshot

Total AUM

Rs.208.54 Cr.

1 Year Return

45.86%

Minimum Investment

Rs.50 Lakh

Experience

12 Years

Active Clients

61

Valcreate Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.58 / 5

Fees

3.51 / 5

Experience

3.69 / 5

Support

3.67 / 5

Facilities

3.54 / 5

Overall Rating

3.60 / 5

Star Rating


Overview of Valcreate Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Rajesh Pherwani

Founded In (year)

2017

No. of Active Clients

61

Minimum Investment

Rs.50 Lakh

Investment Strategies

4

Valcreate PMS Returns or Performance

1 Year

45.86%

Nifty 50 - 1 Year

17.34%

3 Year

NA

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Valcreate PMS Charges or Cost

Fixed Fees

2.5% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Valcreate PMS Investment Strategies

Strategy Name Growing India Lifesciences and Specialty Opportunities IME Concentrated Microtrends IME Digital Disruption
Start Date 10-Feb-23 10-Feb-23 20-Feb-23 10-Feb-23
Category Flexicap Thematic Large & Mid Cap Thematic
Benchmark 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
No. of Stocks 19 13 28 8
1 Yr. Return 36.74% 50.69% 40.78% 55.23%
3 Yr. Return NA NA NA NA
5 Yr. Return NA NA NA NA
Fund Manager Mr. Rajesh Pherwani Mr. Rajesh Pherwani Mr. Ashi Anand Mr. Ashi Anand

Top Portfolio Managers of Valcreate Portfolio Management Services

#1

Mr. Rajesh Pherwani

#2

Mr. Ashi Anand

Valcreate 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 3 Working days

Valcreate Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

0.85% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

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Valcreate PMS - SEBI Details

SEBI Reg. No.

INP000007599

Contact Person

Deepak Jayakumar

Telephone No.

9739112869

Address

203 Sunder Bhavan 16th Road Khar W, MUMBAI, MAHARASHTRA, 400052

Starting Date

Oct 28, 2022

Valcreate Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Valcreate Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Valcreate PMS Backoffice or Dashboard Link

Web Platform

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