Fyers 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, Fyers 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.11.64 Cr.
Avg. 1 Year Return 1.75%
Active Clients 4
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 1 Year

Fyers PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

North Bangalore, Karnataka

Founder

Tejas Khoday

Founded In (year)

2024

Fyers Portfolio Management Service Performance or Returns

1 Year

1.75%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Fyers PMS Charges or Fees

Fixed Fees

1.00% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

20% (Profit sharing above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Fyers Portfolio Management Services

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

Strategy Name Genesis Fund
Start Date 23-Sep-24
Category SMALL & MID CAP
Benchmark S&P BSE 501
AUM (Rs.) Not Disclosed
No. of Stocks NA
1 Yr. Return 1.75%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr Gopal Kavalireddi

Top Fund Managers of Fyers PMS

#1

Mr Gopal Kavalireddi

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Investment Facilities provide by Fyers Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Fyers Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Fyers PMS Dashboard Link

Web Platform


Fyers PMS Review or Ratings by Finec.in

Overall Rating

7.59 / 10

Portfolio Performance

7.74 / 10

Support

7.55 / 10

Facilities

7.78 / 10

Charges

7.48 / 10

Experience

7.40 / 10

Fyers Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008659

Contact Person

Mr.Venkata Gopala Krish Reddy Kavalireddi

Telephone No.

000-000-8867215635

Address

901-902 Brigade Magnum, Flr9 Wing A,SYNO104 and 106/8, Kodigehalli, North BANGALORE,KARNATAKA,560092

Starting Date

45378

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Fyers PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Fyers Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Fyers PMS

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