Fort Capital PMS or Portfolio Management – Returns, Charges, Support & more
Fort Capital 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, Fort Capital 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.128.65 Cr. |
| Avg. 1 Year Return | 6.46% |
| Active Clients | 85 |
| No. of Strategies | 2 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 7 Year |
Fort Capital PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Fort Capital Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Fort Capital PMS 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 Fort Capital Portfolio Management Services
Check out various strategies or Investment approaches provided by Fort Capital Portfolio Managers.
| Strategy Name | Value Fund | Dynamic |
| Start Date | 9-Sep-18 | 3-Jan-24 |
| Category | SMALL CAP | MULTI CAP & FLEXI CAP |
| Benchmark | S&P BSE 500 | Nifty 50 |
| AUM (Rs.) | Not Disclosed | Not Disclosed |
| No. of Stocks | 24 | NA |
| 1 Yr. Return | 0.77% | 12.14% |
| 3 Yr. Return | 11.10% | NA |
| 5 Yr. Return | 30.88% | NA |
| Fund Manager | Mr Ishan Thakkar | Mr Parag Thakkar |
Top Fund Managers of Fort Capital PMS
#1
#2
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Investment Facilities provide by Fort Capital Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Fort Capital Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Fort Capital PMS Dashboard Link
Web Platform
Fort Capital PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Fort Capital Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Fort Capital PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Fort Capital Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof