Sykes & Ray 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, Sykes & Ray 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.112.97 Cr.
Avg. 1 Year Return 1.51%
Active Clients 93
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 8 Year

Sykes & Ray PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Yogesh Gupta & Anup Gupta

Founded In (year)

2017

Sykes & Ray Portfolio Management Service Performance or Returns

1 Year

1.51%

Nifty 50 - 1 Year

10.74%

3 Year

10.06%

Nifty 50 - 3 Year

20.15%

5 Year

14.90%

Nifty 50 - 5 Year

11.52%

Sykes & Ray PMS Charges or Fees

Fixed Fees

1.50% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

10% (profit sharing above 8% )

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Sykes & Ray Portfolio Management Services

Check out various strategies or Investment approaches provided by Sykes & Ray Portfolio Managers.

Strategy Name SRE Shield
Start Date 31-May-18
Category LARGE & MID CAP
Benchmark Nifty 50
AUM (Rs.) 38.17
No. of Stocks 48
1 Yr. Return 1.51%
3 Yr. Return 10.06%
5 Yr. Return 14.90%
Fund Manager Mr Nitesh Chand

Top Fund Managers of Sykes & Ray PMS

#1

Mr Nitesh Chand

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Investment Facilities provide by Sykes & Ray 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

1% within 1st Year

Sykes & Ray 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

Sykes & Ray PMS Dashboard Link

Web Platform


Sykes & Ray PMS Review or Ratings by Finec.in

Overall Rating

6.97 / 10

Portfolio Performance

6.94 / 10

Support

7.11 / 10

Facilities

6.87 / 10

Charges

6.80 / 10

Experience

7.14 / 10

Sykes & Ray Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005795

Contact Person

Mr.Karunesh Kumar Varma

Telephone No.

91-022-61937300

Address

3rd Floor, CAMA Building, ,Dalal Street, Fort,Mumbai,MAHARASHTRA,400001

Starting Date

42958

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Sykes & Ray PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Sykes & Ray Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Sykes & Ray PMS

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