Piper Serica 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, Piper Serica 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.772.34 Cr.
Avg. 1 Year Return 0.85%
Active Clients 420
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 6 Year

Piper Serica PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Abhay Agarwal

Founded In (year)

2019

Piper Serica Portfolio Management Service Performance or Returns

1 Year

0.85%

Nifty 50 - 1 Year

10.74%

3 Year

11.60%

Nifty 50 - 3 Year

20.15%

5 Year

19.93%

Nifty 50 - 5 Year

11.52%

Piper Serica PMS Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

1% of Fund value

Variable Profit Sharing

15% (above the 8%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Piper Serica Portfolio Management Services

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

Strategy Name Leader Portfolio Strategy
Start Date 2-Jun-19
Category MULTI CAP & FLEXI CAP
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks 24
1 Yr. Return 0.85%
3 Yr. Return 11.60%
5 Yr. Return 19.93%
Fund Manager Mr Abhay Agarwal

Top Fund Managers of Piper Serica PMS

#1

Mr Abhay Agarwal

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Investment Facilities provide by Piper Serica Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Piper Serica 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 5 Working days

Piper Serica PMS Dashboard Link

Web Platform


Piper Serica PMS Review or Ratings by Finec.in

Overall Rating

6.96 / 10

Portfolio Performance

6.93 / 10

Support

7.10 / 10

Facilities

6.86 / 10

Charges

6.79 / 10

Experience

7.13 / 10

Piper Serica Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006749

Contact Person

Mr.Abhay Agarwal

Telephone No.

91-022-24212054

Address

A Wing 905 and 906, Marathon Innova Nextgen,,off. G.K. Marg, Opp Peninsula Corporate Park, Lower Parel,MUMBAI,MAHARASHTRA,400013

Starting Date

43593

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Piper Serica PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Piper Serica Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Piper Serica PMS

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