Emkay 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, Emkay 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.1513.43 Cr.
Avg. 1 Year Return 4.50%
Active Clients 701
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 71 Years

Emkay PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Krishna Kumar Karwa & Prakash Kacholia

Founded In (year)

1995

Emkay Portfolio Management Service Performance or Returns

1 Year Return

4.50%

Nifty 50 - 1 Year Return

-4.04%

3 Year Return

17.07%

Nifty 50 - 3 Year Return

11.20%

5 Year Return

15.38%

Nifty 50 - 5 Year Return

11.60%

Emkay PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Emkay Portfolio Management Services

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

Strategy Name SMID Cap Growth Engine Portfolio Capital Builder ENVI Golden Decade of Growth
Start Date 09-Jun-25 01-Apr-13 13-Jun-22 26-Oct-23
Category Small Cap MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500 TRI S&P BSE 500 TRI S&P BSE 500 TRI S&P BSE 500 TRI
AUM (Rs.) Rs.114.02 Cr. Rs.493.81 Cr. Rs.91.60 Cr. Rs.94.24 Cr.
No. of Stocks Not Disclosed 19 16 NA
1 Yr. Return NA 2.57% 11.91% -0.97%
3 Yr. Return NA 15.95% 18.18% NA
5 Yr. Return NA 15.38% NA NA
Fund Manager Mr. Manish Sonthalia Mr. Sachin Shah Mr. Kashyap Javeri Mr. Manish Sonthalia

Top Fund Managers of Emkay PMS

#1

Mr. Kashyap Javeri

#2

Mr. Sachin Shah

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Emkay Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.8% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Emkay 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

Emkay PMS Dashboard Link

Web Platform


Emkay PMS Review or Ratings by Finec.in

Overall Rating

7.44 / 10

Portfolio Performance

7.59 / 10

Support

7.40 / 10

Facilities

7.63 / 10

Charges

7.33 / 10

Experience

7.25 / 10

Emkay Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000004458

Contact Person

Vinay Pandey

Telephone No.

022 6629 9286

Address

The Ruby, 7th Floor,, Senapati Bapat Marg, Dadar (w),, MUMBAI, MAHARASHTRA, 400028

Starting Date

Mar 16, 2015

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Emkay PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Emkay Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Emkay PMS

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