Clockvine 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, Clockvine 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.130.64 Cr.
Avg. 1 Year Return 4.49%
Active Clients 26
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 2 Year

Clockvine Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Jasdeep Walia

Founded In (year)

2023

Clockvine Capital Portfolio Management Service Performance or Returns

1 Year

4.49%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Clockvine Capital PMS Charges or Fees

Fixed Fees

1.00% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

20% (Profit Sharing over 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Clockvine Capital Portfolio Management Services

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

Strategy Name Growth Fund
Start Date 21-Feb-24
Category MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500
AUM (Rs.) 68.35
No. of Stocks Not Disclosed
1 Yr. Return 4.49%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr Jasdeep Walia

Top Fund Managers of Clockvine Capital PMS

#1

Mr Jasdeep Walia

Check out Business Opportunities with Similar Brands

Investment Facilities provide by Clockvine Capital Portfolio Manager

Custom Strategy

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

Clockvine 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

Clockvine Capital PMS Dashboard Link

Web Platform


Clockvine Capital PMS Review or Ratings by Finec.in

Overall Rating

7.19 / 10

Portfolio Performance

7.15 / 10

Support

7.33 / 10

Facilities

7.08 / 10

Charges

7.01 / 10

Experience

7.37 / 10

Clockvine Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008473

Contact Person

Mr.Jasdeep Singh Walia

Telephone No.

0-91-9819066213

Address

B-1802, 18th Floor, 11 Lodha Gardenia, Wadala Truck Terminal Road ,New Cuffe Parade MUMBAI,MAHARASHTRA,400037

Starting Date

45273

Check out Business Opportunities with Similar Brands

Clockvine Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Clockvine Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Clockvine Capital PMS

Double your Investment in 3 YearsInvest in PMS