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

Portfolio Management

Organization Type

Private

Head Office

Gurugram, Haryana

Founder

Sandeep Tyagi

Founded In (year)

2008

Estee Portfolio Management Service Performance or Returns

1 Year Return

17.54%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

18.71%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

8.74%

Nifty 50 - 5 Year Return

11.52%

Estee PMS Charges or Fees

Fixed Fees

2.4% fund value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% of Profit

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Top Fund Managers of Estee PMS

#1

Mr. Sandeep Tyagi

#2

NA

#3

NA

#4

NA

#5

NA


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

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

0.8% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Estee Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Estee PMS Dashboard Link

Web Platform


Estee PMS Review or Ratings by Finec.in

Overall Rating

7.31 / 10

Portfolio Performance

7.27 / 10

Support

7.46 / 10

Facilities

7.20 / 10

Charges

7.13 / 10

Experience

7.49 / 10

Estee Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007720

Contact Person

Umesh Kumar

Email ID

umesh.kumar@esteeadvisors.com

Telephone No.

012400 0463 7700

Address

PO5-01A, PO5-01B, PO5-01C, 5th Floor, Tower A, WTC Gift City, Block 51, Road 5E, Zone 5,, Gift City, Gandhinagar,, GANDHINAGAR, GUJARAT, 382355

Starting Date

Dec 27, 2022

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Estee PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Estee Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Estee PMS

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