Money Grow 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, Money Grow 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.382.86 Cr.
Avg. 1 Year Return 9.45%
Active Clients 171
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 2 Year

Money Grow PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Lalit Keshre

Founded In (year)

2023

Money Grow Portfolio Management Service Performance or Returns

1 Year

9.45%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Money Grow PMS Charges or Fees

Fixed Fees

2.00% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

20% (Performance above 10%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Money Grow Portfolio Management Services

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

Strategy Name Large Midcap Bespoke Small Midcap Blend
Start Date 11-Apr-23 13-Apr-23 11-Dec-23 11-Aug-24
Category FLEXICAP MULTI CAP & FLEXI CAP SMALL & MID CAP MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) 84.75 52.63 131.68 Not Disclosed
No. of Stocks NA NA NA NA
1 Yr. Return 12.16% 9.77% 6.43% NA
3 Yr. Return NA NA NA NA
5 Yr. Return NA NA NA NA
Fund Manager Mr Manish Gupta Mr Manish Gupta Mr. Viraj Mahadevia Mr. Manish Gupta

Top Fund Managers of Money Grow PMS

#1

Mr Manish Gupta

#2

Mr. Viraj Mahadevia

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Investment Facilities provide by Money Grow Portfolio Manager

Custom Strategy

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

Money Grow 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

Money Grow PMS Dashboard Link

Web Platform


Money Grow PMS Review or Ratings by Finec.in

Overall Rating

8.09 / 10

Portfolio Performance

8.29 / 10

Support

8.05 / 10

Facilities

7.97 / 10

Charges

7.89 / 10

Experience

8.25 / 10

Money Grow Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007915

Contact Person

Mr.Manish Gupta

Telephone No.

91-22-9820260200

Address

B 1202 Vivarea Sane Guruji Marg,Mahalaxmi ,Mumbai,MAHARASHTRA,400011

Starting Date

44999

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Money Grow PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Money Grow Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Money Grow PMS

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