Avestha PMS or Portfolio Management – Returns, Charges, Support & more
Avestha 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, Avestha 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.799.81 Cr. |
| Avg. 1 Year Return | 38.29% |
| Active Clients | 174 |
| No. of Strategies | 1 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 7 Years |
Avestha PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Avestha Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
Avestha PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Avestha Portfolio Management Services
Check out various strategies or Investment approaches provided by Avestha Portfolio Managers.
| Strategy Name | Long Term Growth |
| Start Date | 01-Nov-17 |
| Category | Multi Cap |
| Benchmark | S&P BSE 500 |
| AUM (Rs.) | Rs.755.74 Cr. |
| No. of Stocks | Not Disclosed |
| 1 Yr. Return | 29.13% |
| 3 Yr. Return | 29.55% |
| 5 Yr. Return | 23.29% |
| Fund Manager | Mr. Farokh Pandole |
Top Fund Managers of Avestha PMS
#1
#2
#3
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Investment Facilities provided by Avestha Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Avestha Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Avestha PMS Dashboard Link
Web Platform
Avestha PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Avestha Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Avestha PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Avestha Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof