Estee PMS or Portfolio Management – Returns, Charges, Support & more
Estee 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, Estee 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.221.18 Cr. |
| Avg. 1 Year Return | 17.54% |
| Active Clients | 75 |
| No. of Strategies | 2 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 16 Years |
Estee PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Estee 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
Estee PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Top Fund Managers of Estee PMS
#1
#2
#3
#4
#5
Best Strategies by Estee Portfolio Management Services
Check out various strategies or Investment approaches provided by Estee Portfolio Managers.
| Strategy Name | Long Alpha | I Alpha |
| Start Date | 01-Sep-18 | 01-Oct-09 |
| Category | Multi Cap | Arbitrage |
| Benchmark | S&P BSE 500 | Crisil Composite Bond Fund Index |
| AUM (Rs.) | Not Disclosed | Rs.180 Cr. |
| No. of Stocks | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 78.05% | 13.64% |
| 3 Yr. Return | 36.39% | 9.07% |
| 5 Yr. Return | 32.86% | 9.86% |
| Fund Manager | Mr. Sandeep Tyagi | Mr. Sandeep Tyagi |
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Investment Facilities provide by Estee Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Estee Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Estee PMS Dashboard Link
Web Platform
Estee PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Estee Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Estee PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Estee Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof