Agreya PMS or Portfolio Management – Returns, Charges, Support & more
Agreya 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, Agreya 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.925.70 Cr. |
| Avg. 1 Year Return | 19.76% |
| Active Clients | 331 |
| No. of Strategies | 4 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 6 Years |
Agreya PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Agreya 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
Agreya PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Agreya Portfolio Management Services
Check out various strategies or Investment approaches provided by Agreya Portfolio Managers.
| Strategy Name | Momentum | Total Return | Multi-Asset Enhancer | Total Return Enhancer |
| Start Date | 31-Aug-18 | 14-Sep-18 | 04-Jun-19 | 22-Feb-21 |
| Category | Large Cap | Multi Cap | Multi Asset | Multi Cap |
| Benchmark | Nifty 50 | S&P BSE 500 | NSE Multi Asset Index 1 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 27 | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 52.62% | 38.20% | 13.83% | 47.17% |
| 3 Yr. Return | 23.74% | 28.73% | 12.90% | NA |
| 5 Yr. Return | 21.84% | 28.65% | NA | NA |
| Fund Manager | Mr. Arjun Narsipur | Mr. Shailendra Agarwal | Mr. Shailendra Agarwal | NA |
Top Fund Managers of Agreya PMS
#1
#2
#3
#4
#5
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Investment Facilities provided by Agreya Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Agreya Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Agreya PMS Dashboard Link
Web Platform
Agreya PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Agreya Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Agreya PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Agreya Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof