InvesQ PMS or Portfolio Management – Returns, Charges, Support & more
InvesQ 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, InvesQ 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.99.75 Cr. |
| Avg. 1 Year Return | 11.30% |
| Active Clients | 93 |
| No. of Strategies | 1 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 1 Year |
InvesQ PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
InvesQ Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
InvesQ 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 InvesQ Portfolio Management Services
Check out various strategies or Investment approaches provided by InvesQ Portfolio Managers.
| Strategy Name | Multicap Opportunities Portfolio |
| Start Date | 31-May-24 |
| Category | MULTI CAP & FLEXI CAP |
| Benchmark | S&P BSE 500 |
| AUM (Rs.) | 99.76 |
| No. of Stocks | NA |
| 1 Yr. Return | 11.30% |
| 3 Yr. Return | NA |
| 5 Yr. Return | NA |
| Fund Manager | Mr Aashish Jayant Upganlawar |
Top Fund Managers of InvesQ PMS
#1
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Investment Facilities provide by InvesQ Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
InvesQ Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
InvesQ PMS Dashboard Link
Web Platform
InvesQ PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
InvesQ Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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InvesQ PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with InvesQ Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof