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

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Nailesh Dalal

Founded In (year)

1978

Dalal & Broacha Portfolio Management Service Performance or Returns

1 Year Return

23.75%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

19.82%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

12.75%

Nifty 50 - 5 Year Return

11.52%

Dalal & Broacha PMS Commission, Charges or Fees

Fixed Fees

2.00% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


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

Mr. Milind Karmarkar

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Dalal & Broacha Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Dalal & Broacha 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

Dalal & Broacha PMS Dashboard Link

Web Platform


Dalal & Broacha PMS Review or Ratings by Finec.in

Overall Rating

7.60 / 10

Portfolio Performance

7.75 / 10

Support

7.56 / 10

Facilities

7.79 / 10

Charges

7.49 / 10

Experience

7.41 / 10

Dalal & Broacha Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000001975

Contact Person

Chetan Mehta

Email ID

compliance.officer@dalal-broacha.com

Telephone No.

022 2282 2992

Address

506 Maker Chambers V, 221 Nariman Point, MUMBAI, MAHARASHTRA, 40002

Starting Date

Mar 15, 2016

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Dalal & Broacha PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Dalal & Broacha Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Dalal & Broacha PMS

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