Capgrow 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, Capgrow 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.196.45 Cr.
Avg. 1 Year Return 30.92%
Active Clients 167
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 6 Years

Capgrow PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Arun Malhotra

Founded In (year)

2018

Capgrow Portfolio Management Service Performance or Returns

1 Year Return

30.92%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

31.37%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Capgrow PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (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 Capgrow Portfolio Management Services

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

Strategy Name Growth Strategy Special Situations
Start Date 31-Oct-18 31-Oct-18
Category Multi Cap Multi Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.93.31 Cr. Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 26.87% 42.09%
3 Yr. Return 17.75% 30.03%
5 Yr. Return 14.70% 22.83%
Fund Manager Mr. Arun Malhotra Mr. Arun Malhotra

Top Fund Managers of Capgrow PMS

#1

Mr. Arun Malhotra

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Capgrow Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

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

Capgrow Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Capgrow PMS Dashboard Link

Web Platform


Capgrow PMS Review or Ratings by Finec.in

Overall Rating

7.16 / 10

Portfolio Performance

7.12 / 10

Support

7.30 / 10

Facilities

7.05 / 10

Charges

6.98 / 10

Experience

7.34 / 10

Capgrow Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006147

Contact Person

Raghupathi Iyer

Email ID

rakahiha@gmail.com

Telephone No.

022 2610 2002

Address

203 - A, Gitanjali Arcade,, 2nd Floor, Nehru Road, Vile Parle East,, MUMBAI, MAHARASHTRA, 400057

Starting Date

Oct 05, 2018

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Capgrow PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Capgrow Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Capgrow PMS

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