Care 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, Care 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.768.05 Cr.
Avg. 1 Year Return 23.54%
Active Clients 605
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 10 Years

Care Portfolio PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Arpit Shah

Founded In (year)

2007

Care Portfolio Portfolio Management Service Performance or Returns

1 Year Return

23.54%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

39.16%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

11.93%

Nifty 50 - 5 Year Return

11.52%

Care Portfolio PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

10% (if above 9% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Care Portfolio Management Services

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

Strategy Name Growth Plus Value Large and Midcap Strategy
Start Date 19-Jul-11 03-Jul-20
Category Small & Mid Cap Large & Mid Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.709 Cr. Not Disclosed
No. of Stocks 18 17
1 Yr. Return 54.50% 52.40%
3 Yr. Return 40.00% 25.00%
5 Yr. Return 25.80% NA
Fund Manager Mr. Jayant Mamania Mr. Jayant Mamania

Top Fund Managers of Care Portfolio PMS

#1

Mr. Amit Doshi

#2

Mr. Arpit Shah

#3

Mr. Jayant Mamania

#4

NA

#5

NA

Check out Business Opportunities with Similar Brands

Investment Facilities provided by Care Portfolio Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Care Portfolio 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

Care Portfolio PMS Dashboard Link

Web Platform


Care Portfolio PMS Review or Ratings by Finec.in

Overall Rating

7.58 / 10

Portfolio Performance

7.73 / 10

Support

7.54 / 10

Facilities

7.77 / 10

Charges

7.47 / 10

Experience

7.39 / 10

Care Portfolio Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000004128

Contact Person

Arpit Shah

Email ID

info@carepms.com

Telephone No.

022 2899 3700

Address

201, SILVER HEIGHTS, 51ST ROAD,T.P.S. III,, NEAR VIR SAVARKAR UDYAN, BORIVALI WEST,, MUMBAI, MAHARASHTRA, 400092

Starting Date

Jun 30, 2014

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Care Portfolio PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Care Portfolio Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Care Portfolio PMS

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