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

Zerodha PMS - Snapshot

Total AUM

Rs.643 Cr.

1 Year Return

22.30%

Minimum Investment

Rs.50 Lakh

Experience

5 Years

Active Clients

297

Zerodha Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.53 / 5

Fees

3.46 / 5

Experience

3.64 / 5

Support

3.62 / 5

Facilities

3.50 / 5

Overall Rating

3.55 / 5

Star Rating


Overview of Zerodha Portfolio Management Services

Organization Type

Public

Head Office

Bangalore, Karnataka

Founder

Nithin Kamath, Nikhil Kamath, Dr.Kailash Nadh

Founded In (year)

2010

No. of Active Clients

297

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Zerodha PMS Returns or Performance

1 Year

22.30%

Nifty 50 - 1 Year

17.34%

3 Year

NA

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Zerodha PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

10% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Zerodha PMS Investment Strategies

Strategy Name True Beacon
Start Date 11-Apr-22
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 22.30%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr. Rohit Beri

Top Portfolio Managers of Zerodha Portfolio Management Services

#1

Mr. Rohit Beri

Zerodha Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Zerodha Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Zerodha PMS - SEBI Details

SEBI Reg. No.

INP000007353

Contact Person

NA

Telephone No.

9663903202

Address

The Marquis, 3rd Floor, No. 19, Vittal Mallya Road, Bengaluru, Karnataka, India, 560001

Starting Date

Apr 01, 2022

Zerodha Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Zerodha Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Zerodha PMS Backoffice or Dashboard Link

Web Platform

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