Chanakya 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, Chanakya 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.326.15 Cr.
Avg. 1 Year Return 9.06%
Active Clients 40
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 8 Years

Chanakya PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Radhakrishnan Pillai

Founded In (year)

1986

Chanakya Portfolio Management Service Performance or Returns

1 Year Return

9.06%

Nifty 50 - 1 Year Return

-4.04%

3 Year Return

19.60%

Nifty 50 - 3 Year Return

11.20%

5 Year Return

29.94%

Nifty 50 - 5 Year Return

11.60%

Chanakya PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Chanakya Portfolio Management Services

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

Strategy Name Growth Plan
Start Date 13-Aug-18
Category MULTI CAP & FLEXI CAP
Benchmark Nifty 50 TRI
AUM (Rs.) Rs.326.16 Cr.
No. of Stocks 199
1 Yr. Return 9.06%
3 Yr. Return 19.60%
5 Yr. Return 18.60%
Fund Manager Mr. Rajesh Kumar Tiwari

Top Fund Managers of Chanakya PMS

#1

Mrs. Gautami Desai

#2

Mr. Rajesh Kumar Tiwari

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Chanakya Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

1.1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Chanakya 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

Chanakya PMS Dashboard Link

Web Platform


Chanakya PMS Review or Ratings by Finec.in

Overall Rating

7.17 / 10

Portfolio Performance

7.13 / 10

Support

7.31 / 10

Facilities

7.06 / 10

Charges

6.99 / 10

Experience

7.35 / 10

Chanakya Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006040

Contact Person

Disha Sheth

Telephone No.

9769947084

Address

F-115, Nahar & Seth Industrial Estate,, Next to P & G Plaza, Chakala, Andheri East, MUMBAI, MAHARASHTRA, 400099

Starting Date

Jun 25, 2018

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Chanakya PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Chanakya Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Chanakya PMS

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