Edelweiss 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, Edelweiss 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.24.26 Cr. |
| Avg. 1 Year Return | 6.47% |
| Active Clients | 35 |
| No. of Strategies | 2 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 17 Years |
Edelweiss PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Edelweiss 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
Edelweiss 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 Edelweiss Portfolio Management Services
Check out various strategies or Investment approaches provided by Edelweiss Portfolio Managers.
| Strategy Name | Focused Mid Smallcap | Focused Mid and Small Cap Portfolio Series II |
| Start Date | 03-Aug-15 | 09-Jan-18 |
| Category | Focused Mid and Smallcap Portfolio | SMALL & MID CAP |
| Benchmark | Nifty 50 TRI | Nifty 50 TRI |
| AUM (Rs.) | Rs.20.38 Cr. | Rs.3.88 Cr. |
| No. of Stocks | 26 | 33 |
| 1 Yr. Return | 6.92% | 6.01% |
| 3 Yr. Return | 11.62% | 9.52% |
| 5 Yr. Return | 9.59% | 8.17% |
| Fund Manager | Mr. Prolin Nandu | Mr. Prolin Nandu |
Top Fund Managers of Edelweiss PMS
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Investment Facilities provided by Edelweiss Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Edelweiss Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Edelweiss PMS Dashboard Link
Web Platform
Edelweiss PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Edelweiss Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Edelweiss PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Edelweiss Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
I wish to open a PMS account and pay the initial amount by cheque. Please let me know the procedure