Abans Investment 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, Abans Investment 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.136.01 Cr.
Avg. 1 Year Return 7.50%
Active Clients 109
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 6 years

Abans Investment PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Abhishek Bansal

Founded In (year)

2019

Abans Investment Portfolio Management Service Performance or Returns

1 Year

7.50%

Nifty 50 - 1 Year

10.74%

3 Year

12.38%

Nifty 50 - 3 Year

20.15%

5 Year

21.61%

Nifty 50 - 5 Year

11.52%

Abans Investment PMS Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

NA

Variable Profit Sharing

20% Profit Sharing on all Profits

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%


Best Strategies by Abans Investment Portfolio Management Services

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

Strategy Name Growth and Momentum Smart Beta Portfolio
Start Date 1-Jan-12 29-Apr-19
Category MULTI CAP & FLEXI CAP MID CAP
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks 23 10
1 Yr. Return 0.93% 14.06%
3 Yr. Return 14.03% 10.73%
5 Yr. Return 25.17% 18.04%
Fund Manager Mr. Kaushik Dani Mr. Abhishek Bansal

Top Fund Managers of Abans Investment PMS

#1

Mr. Abhishek Bansal

#2

Mr. Bhavik Thakkar

#3

Mr. Kaushik Dani

#4

Mr. Mayank Mundhra

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Investment Facilities provide by Abans Investment Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Abans Investment 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

Abans Investment PMS Dashboard Link

Web Platform


Abans Investment PMS Review or Ratings by Finec.in

Overall Rating

6.95 / 10

Portfolio Performance

6.92 / 10

Support

7.09 / 10

Facilities

6.85 / 10

Charges

6.78 / 10

Experience

7.12 / 10

Abans Investment Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006484

Contact Person

Mr.Abhishek Pradeepkumar Bansal

Telephone No.

022-61790000

Address

36, 37, 38 A, 3rd Floor, 227 Nariman Bhavan,Backbay Reclamation, Nariman Point, MUMBAI, MAHARASHTRA, 400021

Starting Date

43551

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Abans Investment PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Abans Investment Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Abans Investment PMS

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