In the world of investment management, Centrum PMS stands out as an exceptional player. This review article looks closely at how Centrum Portfolio Management Services services work.

We explore their new ways of doing things, their history of how well they’ve done, and how they care about their clients.

We break down how Centrum deals with the complicated money markets to make investments better.

By studying how they do things, manage risks, and what their clients say, this article helps us understand how Centrum helps people make successful investments.

Total AUM Rs.1549.32 Cr.
Avg. 1 Year Return 19.83%
Active Clients 667
No. of Strategies 6
Minimum Investment Rs.50 Lakh
Experience 27 Years

Centrum PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Chandir Gidwani

Founded In (year)

1997

Why Invest in Centrum PMS?

  • Centrum Portfolio Management Services has a team of experts who know much about markets and have extensive work experience.
  • They make unique plans for investments that match what each person wants and how much risk they’re okay with.
  • Centrum has done well in the past, so they’ll likely keep doing well.
  • Centrum keeps in touch with investors and often tells them how well their investments are doing and what’s happening in the markets.
  • They use the best ways to manage risks and ensure investors’ money is safe.

Centrum Portfolio Management Service Performance or Returns

1 Year Return

19.83%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

36.25%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

18.87%

Nifty 50 - 5 Year Return

11.52%

Centrum Portfolio Management Services has shown impressive performance over time, making it stand out in the investment world.

Comparing the Centrum PMS returns against the Nifty 50 index, Centrum showcases its ability to deliver superior results:

  • In the last year, Centrum made a good return of 19.83%. The Nifty 50 index, on the other hand, made 10.74%. This shows that Centrum knows how to make investments that can earn you more.
  • Over three years, Centrum did even better, with a return of 36.25%, while the Nifty 50 index was at 20.15%. This means Centrum is good at finding trends in the market for longer-term benefits.
  • Looking at five years, Centrum Portfolio Management got a return of 18.87%, beating the Nifty 50 index’s 11.52%. This shows that Centrum consistently makes intelligent choices and gets good results.

Centrum PMS Commission, Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Check out various Fees or Charges levied by Centrum Portfolio Management.

  • The Centrum PMS commission has a fixed fee of 2% of the Fund Value, called an Asset Management Company (AMC) fee. This fee takes care of managing and looking after the portfolio, ensuring you get steady service and knowledge.
  • Centrum has no changing fees based on the Asset Management Company (AMC) system. They keep things simple, so you know exactly how much you pay.
  • Centrum does not engage in variable profit sharing.
  • If you take your money out in the first year, Centrum PMS charges you a fee of 2.00%.

Best Strategies by Centrum Portfolio Management Services

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

Strategy Name Deep Value IV Multibagger (Deep Value I) Micro Flexi Cap Good To Great Built To Last
Start Date 18-Dec-15 05-Mar-12 19-Jul-16 27-June-11 04-Jun-19 29-Jul-19
Category Mid Cap Mid Cap Small Cap Flexi Cap Mid Cap Large Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed
1 Year Return 37.70% 35.10% 45.40% 36.90% 37.87% 19.90%
3 Year Return 21.06% 22.09% 22.54% 20.15% 22.20% 12.57%
5 Year Return 24.29% 24.71% 26.84% 15.90% NA NA
Fund Manager Mr. Abhishek Anand Mr. Abhishek Anand Mr. Abhishek Anand Mr. Abhishek Anand Mr. Abhishek Anand Mr. Abhishek Anand

There are 6 Centrum Portfolio Manager Strategies listed below:

Deep Value IV:

Centrum Portfolio Managers presents the “Deep Value IV” strategy, introduced on December 18, 2015, and benchmarked against the S&P BSE 500.

While the AUM and several stocks remain undisclosed, this strategy, managed by Mr. Abhishek Anand, has showcased a 1-year return of 37.70%, a 3-year return of 21.06%, and a 5-year return of 24.29%.

With its focus on deep value investing, the “Deep Value IV” strategy exemplifies Centrum’s commitment to providing potential growth opportunities in the market.

Multibagger (Deep Value I):

Centrum Portfolio Managers introduces the “Multibagger (Deep Value I)” strategy, initiated on March 5, 2012, with the S&P BSE 500 as its benchmark.

While the AUM and several stocks remain undisclosed, this strategy, overseen by Mr. Abhishek Anand, showcases a 1-year return of 35.10%, a 3-year return of 22.09%, and a 5-year return of 24.71%.

Guided by profound value principles, the “Multibagger (Deep Value I)” strategy reflects Centrum’s dedication to uncovering promising investment opportunities with the potential for substantial growth.

Micro:

The “Micro” strategy, launched on July 19, 2016, focuses on the small-cap category and is benchmarked against the S&P BSE 500.

While specific details about AUM and the number of stocks remain undisclosed, this strategy, under the guidance of Mr. Abhishek Anand, has demonstrated impressive returns: 45.40% in 1 year, 22.54% in 3 years, and 26.84% in 5 years.

With a keen eye on the small-cap segment, the “Micro” strategy exemplifies Centrum’s pursuit of potential growth opportunities in this dynamic market.

Flexi Cap:

The “Flexi Cap” strategy was initiated on June 27, 2011, within the Multi Cap category and benchmarked against the S&P BSE 500.

Although specific details about AUM and the number of stocks remain undisclosed, this strategy, managed by Mr. Abhishek Anand, has demonstrated returns of 36.90% in 1 year, 20.15% in 3 years, and 15.90% in 5 years.

With its adaptable approach across market capitalizations, the “Flexi Cap” strategy reflects Centrum’s commitment to navigating diverse market segments for potential growth and balanced returns.

Good To Great:

Centrum Portfolio Managers introduces the “Good To Great” strategy, which commenced on June 4, 2019, focusing on the mid-cap category and benchmarked against the S&P BSE 500.

While specific AUM and several stock details are undisclosed, this strategy, under the stewardship of Mr. Abhishek Anand, has demonstrated a 1-year return of 37.87% and a 3-year return of 22.20%.

With its emphasis on mid-cap companies, the “Good To Great” strategy underscores Centrum’s commitment to identifying growth potential within this market segment and striving for commendable investment outcomes.

Built to Last:

The “Built To Last” strategy, initiated on July 29, 2019, focuses on the large-cap category and is benchmarked against the S&P BSE 500.

While specific AUM and several stock details are undisclosed, this strategy, under the guidance of Mr. Abhishek Anand, has delivered a 1-year return of 19.90% and a 3-year return of 12.57%.

With its focus on large-cap companies, the “Built To Last” strategy exemplifies Centrum’s commitment to identifying stable, enduring investment opportunities within this prominent market segment.

Top Fund Managers of Centrum PMS

#1

Mr. Abhishek Anand

#2

NA

#3

NA

#4

NA

#5

NA

Here is the Best Fund Manager of Centrum Portfolio Management.

Mr Abhishek Anand

The prominent Centrum PMS Fund Manager is Abhishek Anand. He has worked for ten years and spent eight years studying and researching different market parts, like telecom, media, IT, and consumer areas.

He even won a special award from Thomson Reuters in 2011-12 and 2012-13 for being a top analyst.

Abhishek’s ideas have been talked about a lot in money magazines, especially about the Telecom part of the market.

He has worked in SBI Capital Markets, Dun & Bradstreet, and CMIE. He studied Finance at Mumbai University and got a finance degree from ICFAI University.

His knowledge and awards show his importance in making Centrum PMS do well with investments.


Centrum Portfolio Managers SWOT Analysis

Here is the detailed SWOT analysis related to the Centrum portfolio managers:

Strengths:

  • Consistent performance with an average 1-year return of 19.83%.
  • A substantial client base of 835 active clients, reflecting trust and credibility.
  • A wealth of experience spanning 26 years, showcasing a seasoned investment approach.
  • Diversified strategies with six distinct options, offering tailored investment solutions.
  • Impressive 3-year return of 36.25%, highlighting sustained growth and competence.

Weaknesses:

  • Absence of chat support, potentially limiting immediate customer assistance.
  • Lack of direct fund manager interaction, reducing personalized engagement.
  • A comparatively lower 5-year return of 18.87%, impacting long-term performance assessment.

Opportunities:

  • Centrum PMS can leverage technology by implementing a user-friendly online platform, introducing chat support, and enhancing client interactions for seamless, real-time communication.
  • Centrum can capitalize on market trends by introducing new investment strategies or enhancing existing ones to cater to broader investor preferences.
  • Centrum can create educational programs and resources to empower clients with better financial knowledge, fostering stronger relationships and helping clients make informed investment decisions.

Threats:

  • The investment management landscape is highly competitive. Centrum may need help retaining and attracting clients due to competition from other firms offering similar services, potentially impacting its growth and market share.
  • Changes in interest rates could impact the performance of fixed-income investments and overall portfolio returns.
  • A broader economic downturn or recession could adversely affect investment performance, reducing returns and increasing client dissatisfaction.

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Investment Facilities provided by Centrum Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.4% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Centrum Portfolio Management Features are:

  • Centrum lets investors smartly change their investment strategies. This helps when the market changes or they want to adjust their level of risk.
  • Centrum Portfolio Manager also helps people from other countries (Non-Resident Indians) invest. This way, NRIs can take advantage of Centrum’s knowledge and use chances in the market.
  • The company can choose investments based on what you want and how much risk you’re okay with.
  • If you prefer, you can be more in charge of choices about your investments. Centrum will still guide you with their expertise.
  • Centrum knows that sometimes plans change. You can take out your money early, but you might have to pay a 2% switch charge if it’s within the first year.
  • Centrum makes it clear how much changing strategies costs. The switch charges are set at 1.4% of the Fund Value.

Centrum 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 5 Working days

There are multiple Centrum Portfolio Management Services explained below:

  • Centrum gives dependable phone support so investors can talk to experts who can help with questions, give advice, and discuss how to manage investments.
  • Besides phone help, Centrum lets investors use email to ask questions. This way, investors have different ways to get answers when needed.
  • Investors also get exceptional help from a Relationship Manager (RM).
  • If there are any problems, Centrum will fix them in 5 working days. This ensures that investors’ needs are met quickly, and any issues are solved.

Centrum PMS Dashboard Link

Web Platform

The Centrum PMS Dashboard is easy to use and has many valuable things to help investors.

By using this link, investors can see what they own now, check their past transactions, see how well their investments are doing, and keep an eye on how their money is spread out.

Simply put, the Centrum Dashboard link is like a central place where investors can control, check, and make their investments better quickly and straightforwardly.


Centrum PMS Login

The Centrum PMS login link is the authorized entry point for users to access their accounts on the Centrum Portfolio Management Services (PMS) platform.

This secure link enables investors to log in using unique credentials, such as a username and password, granting them access to their personalized investment dashboard.

Furthermore, the login link allows users to manage account settings, customize preferences, set up alerts, and access essential documents and reports.

Centrum PMS Review or Ratings by Finec.in

Overall Rating

7.97 / 10

Portfolio Performance

8.17 / 10

Support

8.13 / 10

Facilities

7.93 / 10

Charges

7.77 / 10

Experience

7.85 / 10

Centrum Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007535

Contact Person

Akshay Vora

Email ID

akshay.vora@centrum.co.in

Telephone No.

022 4215 9000

Address

Centrum House, CST Road Vidyanagari Marg Santacruz East, MUMBAI, MAHARASHTRA, 400098

Starting Date

Sep 06, 2022


How to Invest in Centrum PMS?

To invest in Centrum Portfolio Management, you must meet the following requirements. You should be 18 or older and live in India or a Non-Resident Indian (NRI).

It would help if you also had at least Rs.50 lakhs to start investing in Centrum PMS. Get ready with some important papers for investing.

These usually include a PMS Agreement, Power of Attorney (POA), Demat Account, PAN Card, and Address Proof.

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Centrum PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Centrum Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


Centrum PMS – Conclusion

In summary, Centrum Portfolio Management Services is a robust and reliable player in investment management.

They are committed to transparency, personalizing things, and having sound knowledge. Centrum PMS is a good choice for people who want to improve their investments.

Centrum have done better than other essential numbers, which shows they know how to work with changing markets.

The financial company offer different investing ways, like changing strategies and helping people from other countries. They also have special people to help you, called Relationship Managers.

Centrum Portfolio Management Services is a good option in a world where many companies compete. They can help investors achieve their money goals cleverly and honestly.

Centrum Portfolio Management Services stands as a worthy contender in a competitive landscape, poised to guide investors toward their financial aspirations with competence and integrity.


FAQs on Centrum Portfolio Management

Here is the list of FAQs related to the Centrum Portfolio Management Services:

Which is the Best Strategy for Centrum PMS?

The best strategy for Centrum is the Micro strategy since it offers excellent long-term and short-term returns.

What is the Minimum Investment in Centrum PMS?

The minimum investment required in Centrum is Rs. 50 lakhs.

What is the Return of Centrum PMS?

The 1-year return of Centrum is 19.83%, the 3-year return is 36.25%, and the 5-year return is 18.87%.

Is Centrum Portfolio Management good?

Centrum Portfolio Management demonstrates strengths in consistent returns and experience. This makes it a favourable choice for investors seeking diversified investment strategies.

What is the fixed commission of Centrum PMS?

The fixed commission of Centrum is 2% of the fund value.

Is a Demat account mandatory for Centrum Portfolio Managers?

Yes, a Demat account is compulsory for Centrum Portfolio Managers.

What are the Exit Charges of Centrum Portfolio Management?

The exit charges for 1st year are 2% of the fund value.

Who is the current fund manager of Centrum PMS?

The present fund manager of Centrum is Abhishek Anand.

What is the AUM of Centrum Portfolio Management Service?

Centrum Portfolio Management Service currently manages Rs.1583.33 Cr.

Do Centrum Portfolio Managers Charge Variable Commissions?

No, the firm doesn’t charge variable commission.


 

Customer ratings and reviews of Centrum PMS

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