Axis Securities 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, Axis Securities 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.4929.94 Cr.
Avg. 1 Year Return 6.56%
Active Clients 3734
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 11 Year

Axis Securities PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Pranav Haridasan

Founded In (year)

2024

Axis Securities Portfolio Management Service Performance or Returns

1 Year

6.56%

Nifty 50 - 1 Year

10.74%

3 Year

22.07%

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Axis Securities PMS Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

1.5% of Fund value

Variable Profit Sharing

20% (Profit sharing above 2.50%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Axis Securities Portfolio Management Services

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

Strategy Name Pure Growth Pure Contra AlphaSense AI Kaizen
Start Date 13-Jan-21 27-Nov-20 10-Oct-23 15-Jun-23
Category MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) 976.44 2267.73 41.2 549.15
No. of Stocks 26 32 21 20
1 Yr. Return 9.74% 1.96% 5.10% 9.42%
3 Yr. Return 20.63% 23.51% NA NA
5 Yr. Return NA NA NA NA
Fund Manager Mr. Nishit Master Mr. Nishit Master Mr. Nishit Master Mr. Neeraj Gaurh

Top Fund Managers of Axis Securities PMS

#1

Mr. Nishit Master

#2

Mr. Neeraj Gaurh

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Investment Facilities provide by Axis Securities Portfolio Manager

Custom Strategy

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

3% within 1st Year

Axis Securities 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

Axis Securities PMS Dashboard Link

Web Platform


Axis Securities PMS Review or Ratings by Finec.in

Overall Rating

7.40 / 10

Portfolio Performance

7.55 / 10

Support

7.36 / 10

Facilities

7.59 / 10

Charges

7.29 / 10

Experience

7.22 / 10

Axis Securities Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000000654

Contact Person

MS SONU BHASIN

Telephone No.

24252525

Address

Axis Securities Ltd Unit 002, Building - A Agastya Corporate Park Piramal Realty Kamani Junction Kurla West, Mumbai - 400 070

Starting Date

41836

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Axis Securities PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Axis Securities Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Axis Securities PMS

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