East Green 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, East Green 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.57.07 Cr.
Avg. 1 Year Return 5.64%
Active Clients 70
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 2 Year

East Green PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Bangalore, Karnataka

Founder

Pratik Karmakar, Vinay Arya, & Diven Sharma

Founded In (year)

2023

East Green Portfolio Management Service Performance or Returns

1 Year

5.64%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

East Green PMS Charges or Fees

Fixed Fees

1.75% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

20% (Profit Sharing Over 6%)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by East Green Portfolio Management Services

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

Strategy Name Agile Strategy Quant Strategy
Start Date 6-Jul-23 3-May-24
Category MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) 54.37 Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 5.64% NA
3 Yr. Return NA NA
5 Yr. Return NA NA
Fund Manager Mr Vinay Arya Mr Pratik Karmakar

Top Fund Managers of East Green PMS

#1

Mr Vinay Arya

#2

Mr Pratik Karmakar

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Investment Facilities provide by East Green Portfolio Manager

Custom Strategy

Not 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

1% within 1st Year

East Green 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

East Green PMS Dashboard Link

Web Platform


East Green PMS Review or Ratings by Finec.in

Overall Rating

7.12 / 10

Portfolio Performance

7.08 / 10

Support

7.26 / 10

Facilities

7.01 / 10

Charges

6.94 / 10

Experience

7.30 / 10

East Green Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008075

Contact Person

Mr.Vinay Arya

Telephone No.

91-080-48530462

Address

Cabin 259, 46/4, Novel Tech Park Kudlu Gate, Hosur Road, ,Garvebhavipalya, Bommanahalli,South BANGALORE,KARNATAKA,560068

Starting Date

2023-05-10

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East Green PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with East Green Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of East Green PMS

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