Basant Maheshwari PMS is one of the rising Portfolio management service providers in the company. In the past nine years, they have had more than 175 clients onboard.

This Brand is taking leaps ahead and customizing its strategies to serve its clients better. Their strategies are performing well, and people recognize them because of their performance.

Basant Maheshwari, who also works as a fund manager in the organization, has extensive experience in financial markets. His strategies are shaping his company well to create wealth for the clientele.

This article will teach us about Basant Maheshwari Portfolio Management, SWOT analysis, fees, strategies, investment facilities, etc.

Total AUM Rs.229.2 Cr.
Avg. 1 Year Return 6.55%
Active Clients 175
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 9 Years

Basant Maheshwari PMS - Company Overview


Portfolio Management

Organization Type


Head Office

Kolkata, West Bengal


Basant Maheswari

Founded In (year)


Why Invest in Basant Maheshwari PMS?

Knowing about Basant Maheshwari PMS is essential before investing in a PMS house. Here are some reasons you should invest in Basant Maheshwari Portfolio Management Services.

  • The company works under the experienced and safe hands of Basant Maheshwari; he takes care of their clientele and provides them with personal assistance if required.
  • Started in 2015, the Basant Maheshwari firm has all investment facilities for investors. They have acquired approximately 200 clients and are creating new strategies to expand their business.
  • Beginners who want to try their luck in PMS services can invest through Basant Maheshwari PMS services, as the exit load is relatively less. Any investor who wishes to withdraw their money within a year must pay 1%. Otherwise, after a year, no fee is charged. The strategy aims to encourage beginners to invest money with Basant Maheshwari.
  • The PMS house allows their investors to customize the strategy or even switch it in case they feel that the assigned one needs to be revised in their favour. The investor can speak to the relationship manager and have a detailed discussion about it.

Basant Maheshwari 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


Basant Maheshwari PMS Return had to be compared with a benchmark, like Nifty 50, to know their yearly performance.

Investing in Basant Maheshwari PMS services for the first year can bring returns of 6.55%, a bit lower than its benchmark Nifty 50.

The Nifty 50 can get 10.74% of returns if invested for a year. Basant Maheshwari will bring returns of 18.53% for a three-year investment term, which is again a bit lower than the Nifty 50.

The Nifty 50 will reach about 20.15% in money invested for three three-year terms. Basant Maheshwari will bring returns of 12.11% for a five-year investment term, which is a bit higher than the Nifty 50.

Nifty 50 brings about 11.52% return if money is invested for five years. It means Basant Maheshwari can help create long-term wealth for investors.

Basant Maheshwari PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year


Exit Load 2nd Year


Exit Load 3rd Year


Basant Maheshwari offers quite reasonable services to its investors. The fixed fee is about 2.5% of the fund value for the AMC.

Basant Maheshwari charges no fees for variable AMC or profit sharing. The exit load for the first year is about 1.00%. For the subsequent years, Basant Maheshwari will not charge any fees.

Investors can withdraw their money without exit load fees. Basant Maheshwari PMS Commission or charges are fair compared to their competitors.

Best Strategies by Basant Maheshwari Portfolio Management Services

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

Strategy Name Vision 2030 Focused Small Cap
Start Date 17-Feb-16 31-Dec-12
Category Multi Cap Small Cap
Benchmark S&P BSE 500 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Year Return 6.55% 12.80%
3 Yr. Return 16.15% 20.90%
5 Yr. Return 8.07% 16.15%
Fund Manager Mr. Basant Maheshwari Mr. Basant Maheshwari

Portfolio management services always work on strategies created by the company. Basant Maheshwari has two strategies, Vision 2030 and Focused Small Cap.

In this section of this article, we will discuss both methods. Look at the Basant Maheshwari Portfolio Manager Strategy.

Vision 2030

Vision 2030 strategy was launched on 17th Feb 2016. It caters to the multi-cap category of stocks, and its benchmark is the S&P BSE 500.

PMS house does not disclose actual AUM and some stocks they targeted. Mr Basant Maheshwari works as a strategy fund manager.

Also, returns generated by the organization for the first year are 6.55%. The second and third-year return rates are 16.15% and 8.05%, respectively.

Focused Small Cap

A focused small-cap strategy was launched on 31st December 2012. The strategy focuses on small-cap stocks; their benchmark is the Nifty 50.

The PMS house does not disclose how many stocks they are targeting and its AUM. Mr Basant Maheshwari was appointed as fund manager of the focused small-cap strategy.

For the first year, the returns generated by the Focused small-cap strategy is 12.80%. For the second year, the returns are 20.90%; for the third year, the return rate is about 16.15%.

Top Fund Managers of Basant Maheshwari PMS


Mr. Basant Maheshwari









Mr Basant Maheshwari, on whom all the PMS services are based, works as the company’s fund manager. In this section of the article, we will know about him.

Basant Maheshwari

He has passed his graduation from Kolkata, St Xavier’s college and is a cost accountant. Being a SEBI registered advisor, he has twenty-three years of experience in the financial market.

In 2006, he established an online portal theequitydesk, a platform for investors to exchange ideas and thoughts, with over 60,000 registered members.

He frequently contributes as a commentator on various media channels, including CNBC Awaaz, Bloomberg India TV, NDTV Profit, CNBC TV18, Zee Business and ET Now.

Basant Maheshwari Portfolio Managers SWOT analysis

If you invest your money with them, looking at the company’s SWOT analysis is best.

Here, we will list the detailed SWOT analysis so that everyone should know about Basant Maheshwari Portfolio Management.


  • Basant Maheshwari has a fully functional support system. They support the fund manager’s direct interaction with the investors. This PMS house understands and provides all facilities to its investors.
  • Investors enjoy all the investment facilities, and their charges are reasonable. Every investor gets a lot of flexibility to work.
  • Basant Maheshwari’s early exit charges are just 1%, which is relatively low compared to its competitors. Also, investors can leave after a year of investment without paying extra money.
  • Basant Maheshwari does not charge any variable AMC and profit-sharing fees from their investors.
  • Basant Maheshwari was launched in 2015; they have eight years of experience managing an AUM of 229 Cr.


  • Minimum investment is 50 lakhs in Baswant Maheshwari; many investors do not have this money to invest in the first shot.
  • The first year of return is 6.55%, which is relatively low for the market.
  • Organization has its headquarters in Kolata; it should move out to other metro cities to cater to a more significant chunk of people.


  • Basant Maheshwari PMS services should be marketed well in various corners of the country. So that people know about it more and more every day.
  • PMS house can launch new research strategies to showcase its hard work towards wealth creation.
  • Hiring credible individuals for their team to analyze strategies will enhance returns for investors.


  • There are many established players in the market offering excellent returns.
  • Indian financial market performance is unstable, so beginners do not want to invest their money in PMS services.
  • International crises like war and pandemics also negatively affect stock market performance.

Check out Business Opportunities with Similar Brands

Investment Facilities provided by Basant Maheshwari Portfolio Manager

Custom Strategy


Strategy Switch


Switch Charges

1.50% of Fund Value

NRI Investment






Early Exit


Early Exit Charges

1% within 1st Year

Basant Maheshwari Portfolio Management features investment facilities that are the best in the industry. Investors can switch strategies or even opt for customization.

To change strategy, their investor has to pay a small fee of 1.50% of the fund value. Even an NRI can invest in Basant Maheshwari.

The company also allows discretionary and no-discretionary investments. The investor who wishes to exit early can do so at a 1% charge.

They can pay the fee and leave if they are not satisfied. PMS House ensures that every investor receives the best services and stays with them for the long term.

They assist everyone in creating the desired wealth as they want.

Basant Maheshwari Portfolio Management Support

Call Support


Email Support


Chat Support


Dedicated RM Support


Fund Manager Intereraction


Issue Resolving TAT

Max 3 Working days

Basant Maheshwari provides all the due support for the PMS services. They offer an excellent support system to investors so that more and more investors reach out to them to create wealth.

The organization provides chat, email, and call support to investors. They can also interact with the fund manager if there is any query.

A dedicated relationship manager will be assigned to you to help investors with the regular issues with the back office, strategies, etc.

The maximum TAT for solving the problem with the Basant Maheshwari is three days. So you do not need to worry at all. As the TAT is very low, your issues will never be solved.

Basant Maheshwari PMS Dashboard Link

Web Platform

Basant Maheshwari PMS dashboard link allows investors to log in to their accounts whenever possible.

Through their accounts, investors can monitor their investments and check out how the strategies they have opted for are performing online.

It is impressive as the Basant Maheshwari PMS dashboard is comprehensive, and everything is available on a single click.

The dashboard link can be accessed through any remote location. You do not need to sit in your office to access the dashboard, as you can check even while travelling.

Basant Maheshwari PMS Login

Basant Maheshwari offers a great dashboard that all the investors on login can access. The login procedure is relatively simple.

All investors receive the details on their registered email ID. They can use the same email ID and password to log in to their account.

Basant Maheshwari allows investors to log in via their app and webpage and access their accounts.

Always keep Basant Maheshwari PMS Login details safe, as your account has essential information about your investment.

Basant Maheshwari PMS Review or Ratings by

Overall Rating

7.24 / 10

Portfolio Performance

7.20 / 10


7.38 / 10


7.13 / 10


7.06 / 10


7.42 / 10

Basant Maheshwari Portfolio Management Services - SEBI Details

SEBI Reg. No.


Contact Person

Basant Maheshwari

Telephone No.



Office No. 701, 7th Floor, Plot - 211, Dalamal Tower, Free Press Journal Marg, Nariman Point, Mumbai - 400021

Starting Date

Jan 18, 1992

How to Invest in Basant Maheshwari PMS?

To invest in Basant Maheshwari PMS, you must know their eligibility criteria first. Look at the pointers listed below to learn about the eligibility criteria for Basant Maheshwari:

  • Applicant should be at least 18 years of age.
  • They can be a NRI or an Indian citizen.
  • To invest in Basant Maheshwari PMS, the applicant should have 50 lakhs in his account.

If you fulfil the above-listed eligibility criteria, you can proceed by hitting the tab at the bottom of the webpage.

On clicking this tab mentioned as “Invest as PMS”, a form will open, and you need to fill in your details and then submit it.

Upon submission, you will get a call from an executive, and they will guide you further. You must also keep the following documents handy: PMS agreement, address proof, POA, PAN details, Demat account details, etc.

You have to submit these documents for verification. Post verification, you will receive further confirmation by email, and they will inform you about your application status.

Once they have verified all your details, you will be provided with login details, and a relationship manager will connect with you.

Check out Business Opportunities with Similar Brands

Basant Maheshwari PMS - Eligibility Criteria


18+ Years


Indian & NRI


Minimum Rs.50 Lakh

Documents required to Invest with Basant Maheshwari Portfolio Manager

PMS Agreement




Demat Account




Address Proof


Basant Maheshwari PMS – Conclusion

Basant Maheshwari PMS is a premium category of portfolio management service.

Finec has given more than seven ratings to Basant Maheshwari in all sections, which means the organization is coming up well.

Their fees are relatively lower than their competitors, and if their strategies perform well, they can earn a lot of money for their investors.

Basant Maheshwari Portfolio Management Services has entered the league of premium service providers, ensuring every investor receives personalized assistance.

FAQs on Basant Maheshwari Portfolio Managers

Here is the list of FAQs related to Basant Maheshwari Portfolio Management Services.

Which is the Best Strategy for Basant Maheshwari Portfolio Managers?

Basant Maheshwari has two strategies: vision 2030 and focused small cap. Focus small cap is the first strategy to launch, and it is performing consistently well.

What is the Minimum Investment in Basant Maheshwari PMS?

Every investor needs to invest about 50 lakhs in Basant Maheshwari PMS.

What is the Return of Basant Maheshwari PMS?

Basant Maheshwari’s Portfolio Management return for a year is about 6.55%.

Is Basant Maheshwari’s Portfolio Management good?

Basant Maheshwari has been in the industry for the last eight years. Their charges are reasonable, and they are working ahead to yield good returns from their strategies.

What is the fixed commission of Basant Maheshwari PMS?

Basant Maheshwari’s PMS fixed fee is 2.5% of the fund value.

Is a Demat account mandatory for Basant Maheshwari Portfolio Managers?

A Demat account is compulsory to have for all Basant Maheshwari portfolio managers.

What are the Exit Charges of Basant Maheshwari Portfolio Management?

If any client exits within a year of investment, exit charges are 1%. But after the first year, there are no exit load charges.

Who are the current fund managers of Basant Maheshwari PMS?

Mr Basant Maheshwari also works as a fund manager for Basant Maheshwari PMS.

What is the AUM of Basant Maheshwari Portfolio Management Service?

Asset Management for Basant Maheshwari PMS is 229.2 Cr.

Do Basant Maheshwari Portfolio Managers Charge Variable Commissions?

There are no charges for variable commission in Basant Maheshwari.


Customer ratings and reviews of Basant Maheshwari PMS

  • Finec says:

    Dear Sir, You can check with your Portfolio Manager.

  • Rinku Yadav says:

    I invest 10 lak in focused small cap fund. What will be expected CAGR in 10 years

  • Rajeev Kumar Singh says:

    Bm top 10 mai 2 lakh per year kar sakta hu.

  • Finec says:

    Dear Sir, Sure, we will definitely try to share the information with you.

  • Tapan says:

    If possible pl share small cap Portfolio performance wef start date + 1 Year.

  • Finec says:

    It is already provided. please check.

  • Pranava Kumar Vatsa says:

    Please share the PMS Performance

  • Double your Investment in 3 YearsInvest in PMS