MRG Investment 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, MRG Investment 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.58.59 Cr.
Avg. 1 Year Return 9.46%
Active Clients 54
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 7 Year

MRG Investment PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Chandigarh, Haryana

Founder

Manu Rishi Guptha

Founded In (year)

2018

MRG Investment Portfolio Management Service Performance or Returns

1 Year

9.46%

Nifty 50 - 1 Year

10.74%

3 Year

15.11%

Nifty 50 - 3 Year

20.15%

5 Year

19.01%

Nifty 50 - 5 Year

11.52%

MRG Investment PMS Charges or Fees

Fixed Fees

1.00% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

20% (Performance above 10%)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%


Best Strategies by MRG Investment Portfolio Management Services

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

Strategy Name Wealth Protector Wealth Maximizer Wealth Enhancer
Start Date 31-Dec-19 25-May-19 17-May-19
Category MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP
Benchmark Nifty 50 Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 33 45 48
1 Yr. Return 5.34% 12.67% 10.38%
3 Yr. Return 13.60% 17.40% 14.33%
5 Yr. Return 17.75% 21.00% 18.27%
Fund Manager Mr Manu Rishi Guptha Mr Manu Rishi Guptha Mr Manu Rishi Guptha

Top Fund Managers of MRG Investment PMS

#1

Mr Manu Rishi Guptha

Check out Business Opportunities with Similar Brands

Investment Facilities provide by MRG Investment 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

2% within 1st Year

MRG Investment 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

MRG Investment PMS Dashboard Link

Web Platform


MRG Investment PMS Review or Ratings by Finec.in

Overall Rating

7.54 / 10

Portfolio Performance

7.69 / 10

Support

7.50 / 10

Facilities

7.73 / 10

Charges

7.43 / 10

Experience

7.35 / 10

MRG Investment Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006253

Contact Person

Mr.MANU RISHI GUPTHA

Telephone No.

91-080-7507012345

Address

H NO 1139,SEC 21 B,CHANDIGARH,160022

Starting Date

43420

Check out Business Opportunities with Similar Brands

MRG Investment PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with MRG Investment Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of MRG Investment PMS

Double your Investment in 3 YearsInvest in PMS