PGIM India PMS or Portfolio Management – Returns, Charges, Support & more
PGIM India 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, PGIM India 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.330.34 Cr. |
| Avg. 1 Year Return | 30.53% |
| Active Clients | 340 |
| No. of Strategies | 3 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 20 Years |
PGIM India PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
PGIM India Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
PGIM India PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by PGIM India Portfolio Management Services
Check out various strategies or Investment approaches provided by PGIM India Portfolio Managers.
| Strategy Name | Core Equity Portfolio | Phoenix Portfolio | Equity Portfolio |
| Start Date | 08-Jul-13 | 01-Aug-16 | 19-Jan-23 |
| Category | Multi Cap | Small & Mid Cap | Thematic |
| Benchmark | Nifty 50 | Nifty 50 | Nifty 50 |
| AUM (Rs.) | Rs.154.92 Cr. | Rs.52.62 Cr. | Rs.92.84 Cr. |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 24.74% | 42.95% | 38.33% |
| 3 Yr. Return | 21.96% | 29.99% | NA |
| 5 Yr. Return | 14.68% | 17.86% | NA |
| Fund Manager | Mr. Surjitt Singh Arora | Mr. Surjitt Singh Arora | Not Disclosed |
Top Fund Managers of PGIM India PMS
#1
#2
#3
#4
#5
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Investment Facilities provided by PGIM India Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
PGIM India Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
PGIM India PMS Dashboard Link
Web Platform
PGIM India PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
PGIM India Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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PGIM India PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with PGIM India Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof