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

Vallum Capital PMS - Snapshot

Total AUM

Rs.1735.54 Cr.

1 Year Return

37.10%

Minimum Investment

Rs.50 Lakh

Experience

4 Years

Active Clients

478

Vallum Capital Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.99 / 5

Fees

3.80 / 5

Experience

3.83 / 5

Support

3.97 / 5

Facilities

3.87 / 5

Overall Rating

3.89 / 5

Star Rating


Overview of Vallum Capital Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Manish Bhandari

Founded In (year)

2010

No. of Active Clients

478

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Vallum Capital PMS Returns or Performance

1 Year

37.10%

Nifty 50 - 1 Year

17.34%

3 Year

20.61%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Vallum Capital PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.50%

Exit Load 3rd Year

0.00%

Vallum Capital PMS Investment Strategies

Strategy Name Vallum India Discovery
Start Date 24-Sep-20
Category Small & Mid Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1735.54 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 37.10%
3 Yr. Return 20.61%
5 Yr. Return NA
Fund Manager Mr. Manish Bhandari

Top Portfolio Managers of Vallum Capital Portfolio Management Services

#1

Mr. Manish Bhandari

Vallum Capital 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

Vallum Capital Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1.25% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

1% within 1st Year

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Vallum Capital PMS - SEBI Details

SEBI Reg. No.

INP000007650

Contact Person

Neha Mehta

Telephone No.

9820479992

Address

Bungalow No.36,Kalanagar,Bandra East, MUMBAI, MAHARASHTRA, 400051

Starting Date

Nov 30, 2022

Vallum Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Vallum Capital Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Vallum Capital PMS Backoffice or Dashboard Link

Web Platform

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