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

Portfolio Management

Organization Type

Private

Head Office

Bangalore, Karnataka

Founder

Vivek Vasudevan

Founded In (year)

2018

Agreya Portfolio Management Service Performance or Returns

1 Year Return

19.76%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

24.04%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Agreya PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1.2% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


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

Mr. Arjun Narsipur

#2

Mr. Shailendra Agarwal

#3

NA

#4

NA

#5

NA

Check out Business Opportunities with Similar Brands

Investment Facilities provided by Agreya Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.2% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Agreya 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

Agreya PMS Dashboard Link

Web Platform


Agreya 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

Agreya Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006077

Contact Person

NA

Email ID

info@agreyacapital.com

Telephone No.

080 4169 0158

Address

No. 360, 6th Main, 1st Block,, Koramangala, BANGALORE, KARNATAKA, 560034

Starting Date

Jul 18, 2018

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Agreya PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Agreya Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Agreya PMS

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