ArthAlpha 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, ArthAlpha 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.27.12 Cr.
Avg. 1 Year Return 12.30%
Active Clients 12
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 1 Year

ArthAlpha PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Bangalore, Karnataka

Founder

Rohit Beri & Rohit Kumar Jha

Founded In (year)

2024

ArthAlpha Portfolio Management Service Performance or Returns

1 Year

12.30%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

ArthAlpha PMS Charges or Fees

Fixed Fees

1.50% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

15% (Profit sharing above 10%)

Exit Load 1st Year

100.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by ArthAlpha Portfolio Management Services

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

Strategy Name Machine Learning Equity Quant
Start Date 29-Oct-24
Category LARGE & MID CAP
Benchmark S&P BSE 500
AUM (Rs.) 23.69
No. of Stocks NA
1 Yr. Return 12.30%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr Rohit Beri

Top Fund Managers of ArthAlpha PMS

#1

Mr Rohit Beri

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Investment Facilities provide by ArthAlpha 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

ArthAlpha 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 5 Working days

ArthAlpha PMS Dashboard Link

Web Platform


ArthAlpha PMS Review or Ratings by Finec.in

Overall Rating

7.60 / 10

Portfolio Performance

7.75 / 10

Support

7.56 / 10

Facilities

7.79 / 10

Charges

7.49 / 10

Experience

7.41 / 10

ArthAlpha Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000009038

Contact Person

Mr.Rohit Beri

Telephone No.

022-91-9819791602

Address

2053, Tower 3, Prestige WhiteMeadows,Whitefield,EPIP,BANGALORE,KARNATAKA,560066

Starting Date

45562

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ArthAlpha PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with ArthAlpha Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of ArthAlpha PMS

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