Asit C Mehta 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, Asit C Mehta 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.128.52 Cr.
Avg. 1 Year Return 36.87%
Active Clients 111
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 29 Years

Asit C Mehta PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Asit C. Mehta Investment & Deena Mehta

Founded In (year)

1995

Asit C Mehta Portfolio Management Service Performance or Returns

1 Year Return

36.87%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

29.79%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

15.74%

Nifty 50 - 5 Year Return

11.52%

Asit C Mehta PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

2% of Fund Value

Variable Profit Sharing

20 % (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Asit C Mehta Portfolio Management Services

Check out various strategies or Investment approaches provided by Asit C Mehta Portfolio Managers.

Strategy Name ACE – Multicap ACE – Regular Income ACE – Midcap ACE – 15
Start Date 23-Aug-18 04-Oct-18 29-Dec-17 29-Dec-17
Category Flexicap Multi Asset Mid Cap Large Cap
Benchmark Nifty 50 NSE Multi Asset Index 2 Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 102.05% 80.40% 91.74% 48.56%
3 Yr. Return 44.69% 32.90% 43.15% 27.57%
5 Yr. Return 30.54% 22.51% 29.92% 17.72%
Fund Manager Mr. Deepak Makwana Mr. Deepak Makwana Mr. Deepak Makwana Mr. Deepak Makwana

Top Fund Managers of Asit C Mehta PMS

#1

Mr. Deepak Makwana

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Asit C Mehta Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.2% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Asit C Mehta 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

Asit C Mehta PMS Dashboard Link

Web Platform


Asit C Mehta PMS Review or Ratings by Finec.in

Overall Rating

6.96 / 10

Portfolio Performance

6.93 / 10

Support

7.10 / 10

Facilities

6.86 / 10

Charges

6.79 / 10

Experience

7.13 / 10

Asit C Mehta Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005801

Contact Person

JAIDEEP VAIDYA

Email ID

jaideep.vaidya@acm.co.in

Telephone No.

022 2858 3333

Address

NUCLEUS HOUSE, SAKI-VIHAR ROAD, ANDHERI EAST, MUMBAI, MAHARASHTRA, 400072

Starting Date

Aug 21, 2017

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Asit C Mehta PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Asit C Mehta Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Asit C Mehta PMS

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