SMC Global 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, SMC Global 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.88.78 Cr.
Avg. 1 Year Return 24.56%
Active Clients 109
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 27 Years

SMC Global PMS - Company Overview

Category

Portfolio Management

Organization Type

Public

Head Office

New Delhi, Delhi

Founder

Damodar K. Aggarwal

Founded In (year)

1997

SMC Global Portfolio Management Service Performance or Returns

1 Year Return

24.56%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

26.16%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

SMC Global PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

18% (if above 8% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by SMC Global Portfolio Management Services

Check out various strategies or Investment approaches provided by SMC Global Portfolio Managers.

Strategy Name Growth Strategy
Start Date 01-Oct-19
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Rs.81.08 Cr.
No. of Stocks 36
1 Yr. Return 32.80%
3 Yr. Return 21.34%
5 Yr. Return NA
Fund Manager Mr. Ayush Aggarwal

Top Fund Managers of SMC Global PMS

#1

Mr. Ayush Aggarwal

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by SMC Global Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

SMC Global Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

SMC Global PMS Dashboard Link

Web Platform


SMC Global PMS Review or Ratings by Finec.in

Overall Rating

7.00 / 10

Portfolio Performance

6.97 / 10

Support

7.14 / 10

Facilities

6.90 / 10

Charges

6.83 / 10

Experience

7.18 / 10

SMC Global Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006703

Contact Person

Ashok Aggarwal

Telephone No.

01101 1301 1100

Address

11/6B, Shanti Chambers Pusa Road, New Delhi, NEW DELHI, NATIONAL CAPITAL TERRITORY OF DELHI, 110005

Starting Date

Apr 26, 2019

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SMC Global PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with SMC Global Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of SMC Global PMS

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