Valcreate PMS or Portfolio Management – Returns, Charges, Support & more
Valcreate 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, Valcreate 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.269.13 Cr. |
| Avg. 1 Year Return | 14.18% |
| Active Clients | 45 |
| No. of Strategies | 4 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 12 Years |
Valcreate PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Valcreate 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
Valcreate PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Top Fund Managers of Valcreate PMS
#1
#2
#3
#4
#5
Best Strategies by Valcreate Portfolio Management Services
Check out various strategies or Investment approaches provided by Valcreate Portfolio Managers.
| Strategy Name | Growing India | Lifesciences and Specialty Opportunities | IME Concentrated Microtrends | IME Digital Disruption |
| Start Date | 10-Feb-23 | 10-Feb-23 | 20-Feb-23 | 10-Feb-23 |
| Category | Flexicap | Thematic | Large & Mid Cap | Thematic |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 19 | 13 | 28 | 8 |
| 1 Yr. Return | NA | NA | NA | NA |
| 3 Yr. Return | NA | NA | NA | NA |
| 5 Yr. Return | NA | NA | NA | NA |
| Fund Manager | Mr. Rajesh Pherwani | Mr. Rajesh Pherwani | Mr. Ashi Anand | Mr. Ashi Anand |
Check out Business Opportunities with Similar Brands
Investment Facilities provided by Valcreate Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Valcreate Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Valcreate PMS Dashboard Link
Web Platform
Valcreate PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Valcreate Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
Check out Business Opportunities with Similar Brands
Valcreate PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Valcreate Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof