Alder Capital 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, Alder Capital 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.76.94 Cr.
Avg. 1 Year Return 22.46%
Active Clients 40
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 10 Years

Alder Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Hemant Patel

Founded In (year)

2014

Alder Capital Portfolio Management Service Performance or Returns

1 Year Return

22.46%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

13.06%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

5.16%

Nifty 50 - 5 Year Return

11.52%

Alder Capital PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% 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 Alder Capital Portfolio Management Services

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

Strategy Name B2C Growth
Start Date 05-Oct-15
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 13
1 Yr. Return 22.46%
3 Yr. Return 13.06%
5 Yr. Return 5.16%
Fund Manager Mr. Hemant Patel

Top Fund Managers of Alder Capital PMS

#1

Mr. Hemant Patel

#2

Ms. Rakhi Prasad

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Alder Capital Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Alder Capital 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

Alder Capital PMS Dashboard Link

Web Platform


Alder Capital PMS Review or Ratings by Finec.in

Overall Rating

7.01 / 10

Portfolio Performance

6.97 / 10

Support

7.15 / 10

Facilities

6.90 / 10

Charges

6.83 / 10

Experience

7.19 / 10

Alder Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000003419

Contact Person

Hemant Bhaskar Patel

Telephone No.

022 4012 7009

Address

503 Morya Blue Moon, New Link Road, , Andheri West, MUMBAI, MAHARASHTRA, 400053

Starting Date

Aug 25, 2015

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Alder Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Alder Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Alder Capital PMS

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