Prabhudas Lilladher PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Prabhudas Lilladher Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.248.51 Cr.
Avg. 1 Year Return 14.69%
Active Clients 222
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 38 Years

Prabhudas Lilladher PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Mr Ajay Bodke (CEO)

Founded In (year)

1987

Prabhudas Lilladher Portfolio Management Service Performance or Returns

1 Year Return

14.69%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

NA

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Prabhudas Lilladher PMS Commission, Charges or Fees

Fixed Fees

2.25% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Prabhudas Lilladher Portfolio Management Services

Check out various strategies or Investment approaches provided by Prabhudas Lilladher Portfolio Managers.

Strategy Name Multi Asset Dynamic Portfolio Aqua Strategy Multi Asset Dynamic Portfolio Alpha
Start Date 07-Jul-21 12-Jun-23 21-Sep-23
Category Multi Asset Flexi Cap Multi Asset
Benchmark NSE Multi Asset Index 1 S&P BSE 500 NSE Multi Asset Index 1
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed 35 28
1 Yr. Return 26.06% NA NA
3 Yr. Return NA NA NA
5 Yr. Return NA NA NA
Fund Manager Mr. Siddharth Vora Not Disclosed Not Disclosed

Top Fund Managers of Prabhudas Lilladher PMS

#1

Mr. Siddharth Vora

#2

NA

#3

NA

#4

NA

#5

NA

Check out Business Opportunities with Similar Brands

Investment Facilities provided by Prabhudas Lilladher Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.25% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Prabhudas Lilladher Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

Prabhudas Lilladher PMS Dashboard Link

Web Platform


Prabhudas Lilladher PMS Review or Ratings by Finec.in

Overall Rating

7.15 / 10

Portfolio Performance

7.11 / 10

Support

7.29 / 10

Facilities

7.04 / 10

Charges

6.97 / 10

Experience

7.33 / 10

Prabhudas Lilladher Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000001231

Contact Person

Siddharth Vora

Telephone No.

022 6632 2222

Address

3rd Floor, Sadhana House, 570, P. B. Marg, Behind Mahindra Tower, Worli, Mumbai - 400 018

Starting Date

Oct 17, 1987

Check out Business Opportunities with Similar Brands

Prabhudas Lilladher PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Prabhudas Lilladher Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Prabhudas Lilladher PMS

Double your Investment in 3 YearsInvest in PMS