Clearview Capital 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, Clearview Capital 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.13.73 Cr.
Avg. 1 Year Return 4.50%
Active Clients 14
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 1 Year

Clearview Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Kolkata, West Bengal

Founder

Ayush Vimal & Vedant Bagry

Founded In (year)

2024

Clearview Capital Portfolio Management Service Performance or Returns

1 Year

4.50%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Clearview Capital PMS Charges or Fees

Fixed Fees

3.00% of AUM of Fund Value (AMC)

Variable AMC

1 Cr. 0.75% , 2 Cr. 0.50% of Fund value

Variable Profit Sharing

20% (Profit sharing above 8.00%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Clearview Capital Portfolio Management Services

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

Strategy Name Long Term Partners Fund
Start Date 6-Dec-24
Category MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 4.50%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr. Vedant Bagry

Top Fund Managers of Clearview Capital PMS

#1

Mr. Ayush Vimal

#2

Mr. Vedant Bagry

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Investment Facilities provide by Clearview Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Clearview Capital 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

Clearview Capital PMS Dashboard Link

Web Platform


Clearview Capital PMS Review or Ratings by Finec.in

Overall Rating

7.20 / 10

Portfolio Performance

7.16 / 10

Support

7.34 / 10

Facilities

7.09 / 10

Charges

7.02 / 10

Experience

7.38 / 10

Clearview Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000009029

Contact Person

Mr.Vedant Bagry

Telephone No.

00-91-9830379600

Address

31 GANESH CHANDRA AVENUE,ABOVE HDFC BANK,KOLKATA,WEST BENGAL,700013

Starting Date

45562

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Clearview Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Clearview Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Clearview Capital PMS

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