Accelt Asset 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, Accelt Asset 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.7.4 Cr.
Avg. 1 Year Return 4.50%
Active Clients 9
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 1 Year

Accelt Asset PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Mr Vaibhav Agarwal

Founded In (year)

2024

Accelt Asset Portfolio Management Service Performance or Returns

1 Year

4.50%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Accelt Asset PMS Charges or Fees

Fixed Fees

NA

Variable AMC

2% of Fund Value

Variable Profit Sharing

20% (Profit Sharing above 12% )

Exit Load 1st Year

3.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Accelt Asset Portfolio Management Services

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

Strategy Name Long Term Equity Fund
Start Date 05-Nov-24
Category FLEXICAP
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 4.50%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr Vaibhav Agarwal

Top Fund Managers of Accelt Asset PMS

#1

Mr Vaibhav Agarwal

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Investment Facilities provide by Accelt Asset Portfolio Manager

Custom Strategy

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

Accelt Asset 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

Accelt Asset PMS Dashboard Link

Web Platform


Accelt Asset PMS Review or Ratings by Finec.in

Overall Rating

7.70 / 10

Portfolio Performance

7.89 / 10

Support

7.85 / 10

Facilities

7.66 / 10

Charges

7.51 / 10

Experience

7.58 / 10

Accelt Asset Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000009010

Contact Person

Mr.Vaibhav Agarwal

Telephone No.

00-91-9619600724

Address

302, Kaveri Commercial Chs Ltd, Kaveri Building,Jagannath Mandir Road, Sakinaka,MUMBAI,MAHARASHTRA,INDIA

Starting Date

45561

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Accelt Asset PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Accelt Asset Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Accelt Asset PMS

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