Bandhan 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, Bandhan 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.48.19 Cr.
Avg. 1 Year Return 25.87%
Active Clients 76
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 8 Years

Bandhan PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Anita Ramachandran & Sunil Kakar

Founded In (year)

2000

Bandhan Portfolio Management Service Performance or Returns

1 Year Return

25.87%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

22.24%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

10.69%

Nifty 50 - 5 Year Return

11.52%

Bandhan PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Bandhan Portfolio Management Services

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

Strategy Name Neo Equity Portfolio
Start Date 11-Jul-17
Category Large & Mid Cap
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 32.39%
3 Yr. Return 16.60%
5 Yr. Return 14.08%
Fund Manager Mr. Chetan Mehra

Top Fund Managers of Bandhan PMS

#1

Mr. Chetan Mehra

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Bandhan Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Bandhan 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 5 Working days

Bandhan PMS Dashboard Link

Web Platform


Bandhan PMS Review or Ratings by Finec.in

Overall Rating

6.94 / 10

Portfolio Performance

6.91 / 10

Support

7.08 / 10

Facilities

6.84 / 10

Charges

6.77 / 10

Experience

7.11 / 10

Bandhan Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000002064

Contact Person

NA

Email ID

investor.services@bandhanamc.com

Telephone No.

022 4342 2799

Address

6th Floor, Tower 1C, One World Center,Jupiter Mills Compound, 841 Senapati Bapat Marg, Mumbai - 400013

Starting Date

Apr 16, 2016

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Bandhan PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Bandhan Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Bandhan PMS

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