QED 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, QED 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.33.76 Cr.
Avg. 1 Year Return 7.79%
Active Clients 21
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 9 Year

QED Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Anish Teli

Founded In (year)

2016

QED Capital Portfolio Management Service Performance or Returns

1 Year

7.79%

Nifty 50 - 1 Year

10.74%

3 Year

15.73%

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

QED Capital PMS Charges or Fees

Fixed Fees

1.00% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

20% (above the 7%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by QED Capital Portfolio Management Services

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

Strategy Name Alphabets
Start Date 1-Apr-21
Category SMALL & MID CAP
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 27
1 Yr. Return 7.79%
3 Yr. Return 15.73%
5 Yr. Return NA
Fund Manager NA

Top Fund Managers of QED Capital PMS

#1

NA

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Investment Facilities provide by QED Capital 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

3% within 1st Year

QED 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 5 Working days

QED Capital PMS Dashboard Link

Web Platform


QED Capital PMS Review or Ratings by Finec.in

Overall Rating

7.71 / 10

Portfolio Performance

7.90 / 10

Support

7.86 / 10

Facilities

7.67 / 10

Charges

7.52 / 10

Experience

7.59 / 10

QED Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005075

Contact Person

Anish Teli

Telephone No.

24228497

Address

104, RAJAN HOUSE, APPASAHEB MARATHE MARG,Prabhadevi,MUMBAI,MAHARASHTRA,400025

Starting Date

42473

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QED Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with QED Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of QED Capital PMS

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