Concept Investwell PMS or Portfolio Management – Returns, Charges, Support & more
Concept Investwell 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, Concept Investwell 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.70.28 Cr. |
| Avg. 1 Year Return | -1.38% |
| Active Clients | 53 |
| No. of Strategies | 2 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 8 Years |
Concept Investwell PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Concept Investwell Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Concept Investwell PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Concept Investwell Portfolio Management Services
Check out various strategies or Investment approaches provided by Concept Investwell Portfolio Managers.
| Strategy Name | Dynamic | Legend Flexi |
| Start Date | 30-Sep-19 | 09-Apr-24 |
| Category | Mid & Large Cap | Multi Cap & Flexi Cap |
| Benchmark | S&P BSE 500 TRI | S&P BSE 500 TRI |
| AUM (Rs.) | Rs.6.32 Cr. | Rs.1.32 Cr. |
| No. of Stocks | 20 | NA |
| 1 Yr. Return | 2.99% | -5.74% |
| 3 Yr. Return | 6.11% | NA |
| 5 Yr. Return | 9.60% | NA |
| Fund Manager | Mr. Hemant Desai | Mr. Siddharth Mandalaywala |
Top Fund Managers of Concept Investwell PMS
#1
#2
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Investment Facilities provide by Concept Investwell Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Concept Investwell Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Concept Investwell PMS Dashboard Link
Web Platform
Concept Investwell PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Concept Investwell Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Concept Investwell PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Concept Investwell Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof