Qode Advisors 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, Qode Advisors 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.145.35 Cr.
Avg. 1 Year Return 0.85%
Active Clients 43
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 1 Year

Qode Advisors PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Rishabh Nahar & Gaurav Didwania

Founded In (year)

2024

Qode Advisors Portfolio Management Service Performance or Returns

1 Year

0.85%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Qode Advisors PMS Charges or Fees

Fixed Fees

NA

Variable AMC

1.5% of Fund value

Variable Profit Sharing

15% (Profit Sharing Above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Qode Advisors Portfolio Management Services

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

Strategy Name Future Horizons All Weather Tactical Fund Growth Fund
Start Date 13-Nov-24 18-Nov-24 28-Nov-24 5-Mar-25
Category SMALL CAP MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP SMALL CAP
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks NA NA 0.00% 10
1 Yr. Return 0.85% NA NA NA
3 Yr. Return NA NA NA NA
5 Yr. Return NA NA NA NA
Fund Manager Mr Gaurav Didwania Mr Rishabh Nahar Mr Rishabh Nahar NA

Top Fund Managers of Qode Advisors PMS

#1

Mr Gaurav Didwania

#2

Mr Rishabh Nahar

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Investment Facilities provide by Qode Advisors Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.5% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Qode Advisors 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

Qode Advisors PMS Dashboard Link

Web Platform


Qode Advisors PMS Review or Ratings by Finec.in

Overall Rating

8.10 / 10

Portfolio Performance

8.30 / 10

Support

8.06 / 10

Facilities

7.98 / 10

Charges

7.90 / 10

Experience

8.26 / 10

Qode Advisors Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008914

Contact Person

Mr.Karan Ramesh Salecha

Telephone No.

00-022-9820849413

Address

203, Floor 2, Plot 36, Hamam House,Ambalal Doshi Marg, Bombay Stock Exchange, Fort, Colaba Police Station,MUMBAI,MAHARASHTRA,400001

Starting Date

45533

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Qode Advisors PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Qode Advisors Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Qode Advisors PMS

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