Bonanza Portfolio 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, Bonanza 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.158.83 Cr.
Avg. 1 Year Return 31.71%
Active Clients 190
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 30 Years

Bonanza Portfolio PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

New Delhi

Founder

Shiv Kumar Goel Satya Prakash Goel

Founded In (year)

1994

Bonanza Portfolio Portfolio Management Service Performance or Returns

1 Year Return

31.71%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

32.11%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

15.69%

Nifty 50 - 5 Year Return

11.52%

Bonanza Portfolio PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (if above 8% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Bonanza Portfolio Management Services

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

Strategy Name Growth Value Edge Bonanza -Aegis
Start Date 06-Apr-10 02-Sep-11 13-Aug-15 11-May-22
Category Large & Mid Cap Multi Cap Multi Cap Multi Cap
Benchmark Nifty 50 Nifty 50 Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 39 23 13 32
1 Yr. Return 35.96% 73.77% 78.46% 65.97%
3 Yr. Return 20.81% 31.92% 51.51% NA
5 Yr. Return 18.77% 25.18% 36.15% NA
Fund Manager NA NA NA NA

Top Fund Managers of Bonanza Portfolio PMS

#1

Mr. Prakash Joshi

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Bonanza Portfolio Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Bonanza Portfolio Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 7 Working days

Bonanza Portfolio PMS Dashboard Link

Web Platform


Bonanza Portfolio PMS Review or Ratings by Finec.in

Overall Rating

7.02 / 10

Portfolio Performance

6.98 / 10

Support

7.16 / 10

Facilities

6.91 / 10

Charges

6.84 / 10

Experience

7.20 / 10

Bonanza Portfolio Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000000985

Contact Person

Manoj Kumar Goel

Email ID

support@bonanzawealth.com

Telephone No.

022 6760 5500

Address

4353/4C,MADAN MOHAN STREET, ANSARI ROAD, DARYAGANJ,, NEW DELHI, 110002

Starting Date

Jun 01, 2016

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Bonanza Portfolio PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Bonanza Portfolio Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Bonanza Portfolio PMS

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