Alpha Alternatives 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, Alpha Alternatives 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.664.38 Cr.
Avg. 1 Year Return 10.66%
Active Clients 92
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 3 Year

Alpha Alternatives PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Naresh Kothari

Founded In (year)

2019

Alpha Alternatives Portfolio Management Service Performance or Returns

1 Year

10.66%

Nifty 50 - 1 Year

10.74%

3 Year

18.02%

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Alpha Alternatives PMS Charges or Fees

Fixed Fees

1.50% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Alpha Alternatives Portfolio Management Services

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

Strategy Name Systematic Equity
Start Date 1-Jul-21
Category MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks NA
1 Yr. Return 10.66%
3 Yr. Return 18.02%
5 Yr. Return NA
Fund Manager Mr. Vineet Sachdeva

Top Fund Managers of Alpha Alternatives PMS

#1

Mr. Vineet Sachdeva

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Investment Facilities provide by Alpha Alternatives Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Alpha Alternatives 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

Alpha Alternatives PMS Dashboard Link

Web Platform


Alpha Alternatives PMS Review or Ratings by Finec.in

Overall Rating

7.66 / 10

Portfolio Performance

7.81 / 10

Support

7.62 / 10

Facilities

7.85 / 10

Charges

7.55 / 10

Experience

7.47 / 10

Alpha Alternatives Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006518

Contact Person

Mr.PRASHANT MOHANRAJ

Telephone No.

91-022-61458916

Address

34th FLOOR, SUNSHINE TOWER,SENAPATI BAPAT MARG,MUMBAI,MAHARASHTRA,400013

Starting Date

2019-03-29

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Alpha Alternatives PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Alpha Alternatives Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Alpha Alternatives PMS

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