DrChoksey 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, DrChoksey 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.553.77 Cr.
Avg. 1 Year Return 20.70%
Active Clients 100
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 17 Years

DrChoksey PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Deven R. Choksey

Founded In (year)

2007

DrChoksey Portfolio Management Service Performance or Returns

1 Year Return

20.70%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

23.85%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

11.63%

Nifty 50 - 5 Year Return

11.52%

DrChoksey PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

2.00% of Fund Value

Variable Profit Sharing

10% of Profit

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by DrChoksey Portfolio Management Services

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

Strategy Name Alpha Invest
Start Date 21-Mar-07
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 34.69%
3 Yr. Return 21.04%
5 Yr. Return 17.62%
Fund Manager Ms. Vaishali Pitale

Top Fund Managers of DrChoksey PMS

#1

Ms. Vaishali Pitale

#2

NA

#3

NA

#4

NA

#5

NA

Check out Business Opportunities with Similar Brands

Investment Facilities provided by DrChoksey Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

DrChoksey 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 5 Working days

DrChoksey PMS Dashboard Link

Web Platform


DrChoksey PMS Review or Ratings by Finec.in

Overall Rating

7.45 / 10

Portfolio Performance

7.60 / 10

Support

7.41 / 10

Facilities

7.64 / 10

Charges

7.34 / 10

Experience

7.26 / 10

DrChoksey Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007906

Contact Person

Ashish Bobhate

Email ID

compliance@drchoksey.com

Telephone No.

9819807974

Address

5TH FLOOR ABHISHEK BUILDING BEHIND MONGINIS CAKE FACTORY , OFF NEW LINK ROAD ANDHERI WEST, MUMBAI, MAHARASHTRA, 400053

Starting Date

Mar 13, 2007

Check out Business Opportunities with Similar Brands

DrChoksey PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with DrChoksey Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of DrChoksey PMS

Double your Investment in 3 YearsInvest in PMS