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
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Overview of Zerodha Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
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Investment Strategies
Zerodha PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Zerodha PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
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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
Zerodha Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Zerodha Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
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Zerodha PMS - SEBI Details
SEBI Reg. No.
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Zerodha Portfolio Management Services - Eligibility Criteria
Age
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Zerodha Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Zerodha PMS Backoffice or Dashboard Link
Web Platform