Envision Capital 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, Envision Capital 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.533.47 Cr.
Avg. 1 Year Return 29.60%
Active Clients 70
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 15 Years

Envision Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Nilesh Shah

Founded In (year)

2009

Envision Capital Portfolio Management Service Performance or Returns

1 Year Return

29.60%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

NA

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Envision Capital PMS Commission, Charges or Fees

Fixed Fees

1.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%


Best Strategies by Envision Capital Portfolio Management Services

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

Strategy Name India Opportunities
Start Date 05-Apr-21
Category Flexi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 45.40%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr. Nilesh Shah

Top Fund Managers of Envision Capital PMS

#1

Mr. Nilesh Shah

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Envision Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.2% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Envision Capital 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

Envision Capital PMS Dashboard Link

Web Platform


Envision Capital PMS Review or Ratings by Finec.in

Overall Rating

7.56 / 10

Portfolio Performance

7.71 / 10

Support

7.52 / 10

Facilities

7.75 / 10

Charges

7.45 / 10

Experience

7.37 / 10

Envision Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000003575

Contact Person

NA

Email ID

info@envisioncapital.in

Telephone No.

022 4355 3000

Address

217, Tulsiani Chambers, Free Press Journal Road, Nariman Point, Mumbai 400 021, India

Starting Date

Mar 04, 2016

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Envision Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Envision Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Envision Capital PMS

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