Fident 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, Fident 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.21.56 Cr.
Avg. 1 Year Return 13.19%
Active Clients 20
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 11 Year

Fident PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Aishvarya Dadheech

Founded In (year)

2023

Fident Portfolio Management Service Performance or Returns

1 Year

13.19%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Fident PMS Charges or Fees

Fixed Fees

1.75% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

20% (Profit Sharing Over 6%)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Fident Portfolio Management Services

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

Strategy Name All-Season India Resurgent portfolio (FAIR) India Builder Equity portfolio (FIBER)
Start Date 19-Apr-24 28-Jun-24
Category MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks NA NA
1 Yr. Return 13.19% NA
3 Yr. Return NA NA
5 Yr. Return NA NA
Fund Manager Mr Aishvarya Dadheech Mr Aishvarya Dadheech

Top Fund Managers of Fident PMS

#1

Mr Aishvarya Dadheech

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Investment Facilities provide by Fident Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Fident 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 5 Working days

Fident PMS Dashboard Link

Web Platform


Fident PMS Review or Ratings by Finec.in

Overall Rating

7.07 / 10

Portfolio Performance

7.03 / 10

Support

7.21 / 10

Facilities

6.96 / 10

Charges

6.89 / 10

Experience

7.25 / 10

Fident Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008482

Contact Person

Mr.Aishvarya Dadheech

Telephone No.

91 9819197479

Address

Unit 318, Lodha Supremus, Road No. 11, Off Mahakali Caves Road, ,Chakala, MIDC, Andheri East MUMBAI,MAHARASHTRA,400093

Starting Date

45274

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Fident PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Fident Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Fident PMS

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