Maximal 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, Maximal 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.175.31 Cr.
Avg. 1 Year Return 8.28%
Active Clients 97
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 3 Year

Maximal Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Sarvesh Gupta

Founded In (year)

2022

Maximal Capital Portfolio Management Service Performance or Returns

1 Year

8.28%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Maximal Capital PMS Charges or Fees

Fixed Fees

2.00% of Fund Value (AMC)

Variable AMC

1% of Fund value

Variable Profit Sharing

15% (Profit Sharing above 10%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Maximal Capital Portfolio Management Services

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

Strategy Name Pathfinder Value Fund Income Fund
Start Date 18-May-22 8-Jun-22
Category MULTI CAP & FLEXI CAP DEBT
Benchmark S&P BSE 500 Nifty Medium to Long Duration Debt Index
AUM (Rs.) 142.48 24.33
No. of Stocks 16 NA
1 Yr. Return 4.45% 12.11%
3 Yr. Return NA NA
5 Yr. Return NA NA
Fund Manager Mr Sarvesh Gupta Mr Sarvesh Gupta

Top Fund Managers of Maximal Capital PMS

#1

Mr Sarvesh Gupta

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Investment Facilities provide by Maximal Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Maximal Capital Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Maximal Capital PMS Dashboard Link

Web Platform


Maximal Capital PMS Review or Ratings by Finec.in

Overall Rating

7.96 / 10

Portfolio Performance

8.16 / 10

Support

8.12 / 10

Facilities

7.92 / 10

Charges

7.76 / 10

Experience

7.84 / 10

Maximal Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007313

Contact Person

Mr.Sarvesh Nand Kishore Gupta

Telephone No.

91-022-46036351

Address

409, Nirman Kendra premises Co-op Society Ltd, Dr E Moses Road, Jacob Circle Mahalakshmi West,MUMBAI,MAHARASHTRA,400011

Starting Date

44582

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Maximal Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Maximal Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Maximal Capital PMS

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