2Point2 PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

2Point2 Capital is a prominent portfolio management service provider in India. For 19 years, the company has offered excellent services to thousands of people investing in the financial sector.

2Point2 Portfolio Management is providing investors exceptional returns by placing long-term investments in publicly traded Indian firms.

The company founders, Mr Amit Mantri and Mr Savi Jain, ensured that the management and investment strategies of the firm would safeguard its investors against market upheavals.

This article will discuss the commissions, returns, customer support, and investment strategies of 2Point2 Portfolio Management Services.

Total AUM Rs.1,231.64 Cr.
Avg. 1 Year Return 46.96%
Active Clients 675
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 19 Years

2Point2 PMS - Company Overview


Portfolio Management

Organization Type


Head Office

Mumbai, Maharashtra


Amit Mantri, Savi Jain

Founded In (year)


Why Invest in 2Point2 PMS?

Mr. Amit Mantri and Mr. Savi Jain established 2Point2 Portfolio Management Services in 2005.

Since the beginning, the private company has emphasized two factors: creating an investment strategy to make high returns and keeping the company commissions reasonable.

Here are the reasons why you should consider investing with 2Point2 PMS:

  • The return rate provided by this company is one of the highest in the market.
  • With almost two decades of experience, the fund manager can create an effective risk management strategy while picking stocks.
  • Customers may see their detailed portfolio through the 2point2 dashboard and alter their investment decisions if necessary.
  • The company’s reasonable commissions and investment options are among the best in the PMS sector.
  • Clients find the customer care service of 2Point2 very satisfying.

2Point2 Portfolio Management Service Performance or Returns

1 Year Return


Nifty 50 - 1 Year Return


3 Year Return


Nifty 50 - 3 Year Return


5 Year Return


Nifty 50 - 5 Year Return


We have already mentioned that 2Point2 PMS Returns are lucrative, and customers are drawn to the company to make high profits.

The company provides returns equal to Nifty 50; in some cases, the returns are better than those of Nifty 50s.

The 1 Year Return is 46.96%, while the 1 Year Return of Nifty 50 is a much lower 10.74%. CAGR (Compound annual growth rate) is used to calculate the 3-year return and 5-year return.

The 3 Year Return of the Nifty 50 is 20.15%, and the 3 Year Return is 30.64%, more than 10% higher than the Nifty 50.

The 5-year Return is 18.58%, 7% higher than the 11.52% 5-year Return of Nifty 50.

2Point2 PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year


Exit Load 2nd Year


Exit Load 3rd Year


Any portfolio management service needs to offer competitive commissions to attract customers. 2Point2 Portfolio Managers kept that in mind while creating their commission structure.

The charges are reasonable, and the company policies regarding the application of fees are highly transparent and customer-friendly.

Here are the 2Point2 PMS Commission rates. There are No Fixed Fees, and customers get investment flexibility for this reason.

The Variable AMC is 1.5% of Fund Value, and the Variable Profit Sharing is 15% only if there is more than 10% profit.

The exit load depends on the timing of the exit. The Exit Load for the 1st Year is 3.00%, and customers do not have to pay any charges after the first Year.

Best Strategies by 2Point2 Portfolio Management Services

Check out various strategies or Investment approaches provided by 2Point2 Portfolio Managers.

Strategy Name Long Term Value Fund
Start Date 20-Jul-16
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1232 Cr.
No. of Stocks Not Disclosed
1 Year Return 50.20%
3 Year Return 27.70%
5 Year Return 23.00%
Fund Manager Mr. Amit Mantri

The founders of 2Point2 PMS are influenced by legendary investors such as Warren Buffet, Benjamin Graham, and Charlie Munger and use their strategies to make the highest profits.

There is only one 2Point2 Portfolio Managers Strategy called Long Term Value Fund. Mr. Amit Mantri and Mr. Savi Jain are the founders of the company and the fund managers.

It is a proven fact that the strategy works because of the high return the company offers to its customers. Here are the details of the strategy:

Long-Term Value Fund

The strategy called the Long-Term Value Fund was created in July 2016 to improve the return rate.

The strategy prioritizes investments in the multi-category and uses the S&P BSE 500 as its benchmark.

The AUM (asset under management) is Rs.1232 Crore, but the number of stocks is not disclosed under company policy.

The 1 Year Return from Long Term Value Fund is 50.20%, the 3 Year Return is 27.70%, and the 5 Year Return is 23.00%.

Top Fund Managers of 2Point2 PMS


Mr. Amit Mantri


Mr. Savi Jain







2Point2 PMS Fund Managers are Mr Amit Mantri and Mr Savi Jain.

Mr Amit Mantri

Mr. Amit Mantri has over ten years of experience in the private equity and public markets.

He was the vice-president of Hornbill Capital before he founded 2Point2 with Mr Savi Jain and was an alternative director and member of the Board of 20 Cubes Logistics.

He was also involved with IDFC Alternatives and Zephyr Peacock’s private equity investments teams.

His team managed IT infrastructure services, logistics, pharmaceuticals, financial distribution, and clean-tech investments.

Mr. Savi Jain

Mr. Savi Jain has 11 years of experience in asset management and private equity industries.

Before founding 2Point2, he was an associate director of Tano Capital, a private equity fund managing assets worth $210 million. He worked in Frontline Ventures before joining Tano.

2Point2 Portfolio Managers SWOT Analysis

A SWOT analysis is performed to evaluate a company’s current strengths, possible weaknesses, opportunities, and threats it might face in the future.

It would help to read this SWOT analysis of 2Point2 Portfolio Management before investing because making informed choices regarding financial investments is always better.


  • A team of experienced professionals with years of knowledge in the PMS industry helps the company make high profits.
  • The company’s investment strategy is based on highly successful investment models used by world-famous investors.
  • Its high return rates help retain existing customers.
  • The customer care service is known for quick actions and resolving any issues that clients face with seriousness.
  • The competitive charges offered by the company help attract new investors just entering the market.


  • 2Point2 has a physical presence in a few locations, restricting company growth.
  • The company needs to invest more in aggressive marketing, which means many new investors are unaware of its valuable services.
  • The company needs the brand recognition advantage of other extensive portfolio management services.


  • The younger generation is more interested in investing in the financial market than the previous generation, a trend that can help expand the company.
  • Financial stability currently enjoyed by a large Indian population means an increase in the average investment amount.
  • The company can invest more in the technological side of the business to provide better services.


  • International market instability can hurt company growth.
  • A worldwide recession period can significantly decrease investment amount.
  • The country is experiencing high inflation, which is a factor that harms the financial market.

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Investment Facilities provided by 2Point2 Portfolio Manager

Custom Strategy


Strategy Switch


Switch Charges

1.5% of Fund Value

NRI Investment






Early Exit


Early Exit Charges

3% within 1st Year

The growth of the customer base and retention are related to flexible investment options.

2Point2 Portfolio Management Features offers flexible investment opportunities to its customers to satisfy their needs.

Here are the features that clients get to enjoy with 2Point2 PMS:

  • The company provides a custom strategy option to satisfy its customer base.
  • Strategy Switch is another option that clients can opt for if they need to change their current strategy.
  • To change strategy, customers pay only 1.5% of Fund Value.
  • NRI Investment, an option that many clients want, is allowed in the company.
  • Discretionary and Non-Discretionary services are both available to benefit the customers.
  • Customers appreciate the Early Exit option because customers only need to pay a 3% early exit fee when it’s done within the first Year.

2Point2 Portfolio Management Support

Call Support


Email Support


Chat Support


Dedicated RM Support


Fund Manager Intereraction


Issue Resolving TAT

Max 5 Working days

Any PMS provider must offer excellent customer care services to stand out in a saturated market.

The current clients of the company all agree that 2Point2 Portfolio Management Services are exceptional when it comes to solving customer issues and providing help.

Customers can call dedicated customer service or send an email to resolve problems. The dedicated RM Support and chat support also help customers receive instant help.

Moreover, unlike many other PMS providers, 2Point2 offers Fund Manager Interaction to its clients. The Issue Resolving TAT of the company is a maximum of 5 Working days, an industry standard.

2Point2 PMS Dashboard Link

Web Platform

The company allows customers to monitor their portfolio at all times through the dashboard.

All customers receive access to the dashboard when signing up with the company. 2Point2 PMS Dashboard can be accessed through the link.

You can monitor all your current investments, investment strategies, and fees in this dashboard, and you get access to all the data to keep track of your assets.

2Point2 PMS Login

Customers require 2Point2 PMS Login information to access their portfolios. This process helps the clients maintain the safety of their accounts.

The company sends the login details to the customer’s registered email address to protect customer privacy.

All clients receive this login information when they receive the confirmation email from 2Point2 Portfolio Management Services.

2Point2 PMS Review or Ratings by Finec.in

Overall Rating

7.82 / 10

Portfolio Performance

8.02 / 10


7.98 / 10


7.78 / 10


7.62 / 10


7.70 / 10

2Point2 Portfolio Management Services - SEBI Details

SEBI Reg. No.


Contact Person

Bhavit Kirit Visaria

Telephone No.

022 6940 2357


D-907, Oberoi Splendor, Opp. Majas Depot,, J.V. Link Road, Andheri East, MUMBAI, MAHARASHTRA, 400060

Starting Date

Jun 30, 2016

How to Invest in 2Point2 PMS?

Investing with 2Point2 PMS can be done without hassle or delay because the company offers customers an online account opening option.

If you wish to invest in 2Point2 Portfolio Management, you only need to hit the “Invest in PMS” button at the bottom of the page.

You will find an account opening form, carefully read all the details, and fill out the form with the correct information.

One crucial thing you need to remember is that you must pass the eligibility criteria set by the company to open an account.

First of all, you must be at least 18 years of age or older to invest in this PMS.

Secondly, the minimum investment amount is Rs.50 Lakhs, and using the portfolio management service with a lower investment amount is impossible.

If you pass the eligibility criteria, here are the documents you will need to invest.

  • PMS agreement
  • PAN number
  • Demat account information
  • POA
  • Address proof

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2Point2 PMS - Eligibility Criteria


18+ Years


Indian & NRI


Minimum Rs.50 Lakh

Documents required to Invest with 2Point2 Portfolio Manager

PMS Agreement




Demat Account




Address Proof


2Point2 PMS – Conclusion

2Point2 PMS makes it easy for amateur and experienced customers to invest in the market without worrying about financial loss.

If you have carefully read the strategy, charges, returns, customer support, and service performance, you already know that 2Point2 offers safe investment options and a surprisingly high return rate.

If you are searching for a good and reliable portfolio management service, you can choose 2Point2 Portfolio Management.

FAQs on 2Point2 Portfolio Managers

Here is the list of FAQs related to the 2Point2 Portfolio Management Services.

Which is the Best Strategy for 2Point2 PMS?

2Point2 portfolio management services offer only one PMS strategy to its clients. The strategy is the Long Term Value Fund, which is run by Mr. Amit Mantri, one of the company’s founders.

The strategy mainly focuses on the multiple segments. The 1 Year Return from this strategy is 46.96%, the 3 Year Return is 30.64%, and the 5 Year Return is 18.58%.

What is the Minimum Investment in 2Point2 PMS?

The minimum investment amount of 2Point2 portfolio management services is Rs. 50 Lakhs. This amount is the industry standard when it comes to PMS.

What is the Return of 2Point2 PMS?

2Point2 portfolio management service offers a 46.96% average 1-year return, one of the highest in the sector. Its 3-year return and 5-year return are also higher than that of Nifty 50.

Is 2Point2 Portfolio Management good?

Yes, 2Point2 PMS is a good choice for people looking for a reliable portfolio management service.

The company has been operating in the financial market for 18 years and has an impressive Total AUM of Rs.927.89 Crore.

What is the fixed commission of 2Point2 PMS?

2Point2 portfolio management service doesn’t charge any fixed fee from its clients, unlike most other PMS providers.

The lack of a fixed fee is a unique feature of the company, and the flexibility this option offers attracts many clients.

Is a Demat account mandatory for 2Point2 Portfolio Managers?

All customers must have a valid Demat account to invest in the 2Point2 portfolio management services.

The details of this Demat account need to be provided during the signup process, along with other necessary client information.

What are the Exit Charges of 2Point2 Portfolio Management?

The exit charges of this portfolio management service can vary, depending on the length of the investment.

If the investment is withdrawn within the first Year, customers need to pay a 3.00% exit load.

However, for the 2nd and 3rd years, the company doesn’t charge its customers any exit load.

Who are the current fund managers of 2Point2 PMS?

Mr. Amit Mantri and Mr. Savi Jain, the current fund managers, are the company’s founders. Mr. Amit Mantri has ten years of experience in the financial market, and Mr. Savi Jain has more than 11 years of experience in this sector.

What is the AUM of 2Point2 Portfolio Management Service?

2Point2 Portfolio Management Service has an AUM (Assets Under Management) of Rs.927.89 Crore, an amount that is one of the highest AUMs in the market.

The company enjoys a client base of 583 customers who trust this experienced portfolio management service provider to manage their considerably high investments.

Do 2Point2 Portfolio Managers Charge Variable Commissions?

Yes. All 2Point2 portfolio management services customers pay 1.5% of Fund Value as variable commission.


Customer ratings and reviews of 2Point2 PMS

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