Dalal & Broacha PMS or Portfolio Management – Returns, Charges, Support & more
Dalal & Broacha 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, Dalal & Broacha 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.748.99 Cr. |
| Avg. 1 Year Return | 23.75% |
| Active Clients | 400 |
| No. of Strategies | 1 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 8 Years |
Dalal & Broacha PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Dalal & Broacha Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
Dalal & Broacha PMS Commission, 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 Dalal & Broacha Portfolio Management Services
Check out various strategies or Investment approaches provided by Dalal & Broacha Portfolio Managers.
| Strategy Name | Long Term Growth |
| Start Date | 24-Aug-07 |
| Category | Multi Cap |
| Benchmark | Nifty 50 |
| AUM (Rs.) | Rs.748.90 Cr. |
| No. of Stocks | Not Disclosed |
| 1 Yr. Return | 46.19% |
| 3 Yr. Return | 18.87% |
| 5 Yr. Return | 17.75% |
| Fund Manager | Mr. Milind Karmarkar |
Top Fund Managers of Dalal & Broacha PMS
#1
#2
#3
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Investment Facilities provided by Dalal & Broacha Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Dalal & Broacha Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Dalal & Broacha PMS Dashboard Link
Web Platform
Dalal & Broacha PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Dalal & Broacha Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Dalal & Broacha PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Dalal & Broacha Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof