Badjate Wealth PMS or Portfolio Management – Returns, Charges, Support & more
Badjate Wealth 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, Badjate Wealth 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.142.26 Cr. |
| Avg. 1 Year Return | 6.35% |
| Active Clients | 120 |
| No. of Strategies | 1 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 6 Year |
Badjate Wealth PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Badjate Wealth Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Badjate Wealth PMS 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 Badjate Wealth Portfolio Management Services
Check out various strategies or Investment approaches provided by Badjate Wealth Portfolio Managers.
| Strategy Name | Aggressive |
| Start Date | 8-Jul-21 |
| Category | SMALL & MID CAP |
| Benchmark | S&P BSE 500 |
| AUM (Rs.) | 142.26 |
| No. of Stocks | 48 |
| 1 Yr. Return | 6.35% |
| 3 Yr. Return | 21.04% |
| 5 Yr. Return | NA |
| Fund Manager | Mr Anuj Badjate |
Top Fund Managers of Badjate Wealth PMS
#1
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Investment Facilities provide by Badjate Wealth Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Badjate Wealth Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Badjate Wealth PMS Dashboard Link
Web Platform
Badjate Wealth PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Badjate Wealth Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Badjate Wealth PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Badjate Wealth Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof