HSBC PMS or Portfolio Management – Returns, Charges, Support & more
HSBC 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, HSBC 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.15092.76 Cr. |
| Avg. 1 Year Return | 3.05% |
| Active Clients | 601 |
| No. of Strategies | 2 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 11 Year |
HSBC PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
HSBC Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
HSBC 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 HSBC Portfolio Management Services
Check out various strategies or Investment approaches provided by HSBC Portfolio Managers.
| Strategy Name | India Next Portfolio | Aspire Portfolio |
| Start Date | 18-Feb-21 | 21-Sep-23 |
| Category | THEMATIC | SMALL & MID CAP |
| Benchmark | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed |
| No. of Stocks | NA | NA |
| 1 Yr. Return | 0.65% | 5.44% |
| 3 Yr. Return | 14.16% | NA |
| 5 Yr. Return | NA | NA |
| Fund Manager | Mr Sheetalkumar Shah | Mr Sheetalkumar Shah |
Top Fund Managers of HSBC PMS
#1
Check out Business Opportunities with Similar Brands
Investment Facilities provide by HSBC Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
HSBC Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
HSBC PMS Dashboard Link
Web Platform
HSBC PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
HSBC Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
Check out Business Opportunities with Similar Brands
HSBC PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with HSBC Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof