Angel One 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, Angel One 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.340.89 Cr.
Avg. 1 Year Return 14.55%
Active Clients 281
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 35 Years

Angel One PMS - Company Overview

Category

Portfolio Management

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Dinesh Thakkar

Founded In (year)

1987

Angel One Portfolio Management Service Performance or Returns

1 Year Return

14.55%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

15.59%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

16.38%

Nifty 50 - 5 Year Return

11.52%

Angel One PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1% of Fund value

Variable Profit Sharing

10% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Angel One Portfolio Management Services

Check out various strategies or Investment approaches provided by Angel One Portfolio Managers.

Strategy Name Angel 1st Angel Versatile
Start Date 07-Feb-13 18-Sep-18
Category Flexicap Large Cap
Benchmark  Nifty 50 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks 25 37
1 Yr. Return 16.30% 12.80%
3 Yr. Return 12.97% 18.21%
5 Yr. Return 17.10% 15.65%
Fund Manager Mr. Mayuresh Joshi Mr. Mayuresh Joshi

Top Fund Managers of Angel One PMS

#1

Mr. Mayuresh Joshi

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Angel One Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Angel One Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Angel One PMS Dashboard Link

Web Platform


Angel One PMS Review or Ratings by Finec.in

Overall Rating

7.36 / 10

Portfolio Performance

7.51 / 10

Support

7.32 / 10

Facilities

7.54 / 10

Charges

7.25 / 10

Experience

7.18 / 10

Angel One Portfolio Management Services - SEBI Details

SEBI Reg. No.

INA000008172

Contact Person

Mr. Hiren Thakkar

Telephone No.

022 3941 3940

Address

601, 6th Floor, Ackruti Star, Central Road, MIDC, Andheri East, Mumbai - 400093

Starting Date

Feb 07, 2013

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Angel One PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Angel One Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Angel One PMS

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