Bay Capital 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, Bay Capital 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.104.58 Cr.
Avg. 1 Year Return 3.31%
Active Clients 77
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 9 Year

Bay Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Siddharth Mehta

Founded In (year)

2016

Bay Capital Portfolio Management Service Performance or Returns

1 Year

3.31%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Bay Capital PMS Charges or Fees

Fixed Fees

2.00% of Fund Value (AMC)

Variable AMC

1.25% of Fund value

Variable Profit Sharing

20% (Profit Sharing above 10% )

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.50%


Best Strategies by Bay Capital Portfolio Management Services

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

Strategy Name India Opportunities Portfolio
Start Date 19-Jan-23
Category MULTI CAP & FLEXI CAP
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks NA
1 Yr. Return 3.31%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr Nikunj Doshi

Top Fund Managers of Bay Capital PMS

#1

Mr Nikunj Doshi

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Investment Facilities provide by Bay Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Bay Capital Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Bay Capital PMS Dashboard Link

Web Platform


Bay Capital PMS Review or Ratings by Finec.in

Overall Rating

7.32 / 10

Portfolio Performance

7.28 / 10

Support

7.47 / 10

Facilities

7.21 / 10

Charges

7.14 / 10

Experience

7.50 / 10

Bay Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005208

Contact Person

NA

Telephone No.

91 022 4346 8000

Address

14th Floor, Bhaktawar,Opp NCPA, Nariman Point,MUMBAI,MAHARASHTRA,400021

Starting Date

42585

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Bay Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Bay Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Bay Capital PMS

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