First Global 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, First Global 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.421.79 Cr.
Avg. 1 Year Return 22.13%
Active Clients 294
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 30 Years

First Global PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

New Delhi

Founder

Shankar Sharma, Devina Mehra

Founded In (year)

34680

First Global Portfolio Management Service Performance or Returns

1 Year Return

22.13%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

23.82%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

First Global PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

2% of Fund Value

Variable Profit Sharing

10% (if above 10.50% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by First Global Portfolio Management Services

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

Strategy Name Indian Multi Asset The India Super 50
Start Date 11-Feb-20 11-Feb-20
Category Multi Asset Multi Cap
Benchmark NSE Multi Asset Index 1 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 34.90% 42.44%
3 Yr. Return 20.88% 27.02%
5 Yr. Return NA NA
Fund Manager Ms. Devina Mehra Ms. Devina Mehra

Top Fund Managers of First Global PMS

#1

Ms. Devina Mehra

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by First Global Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.2% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

First Global 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

First Global PMS Dashboard Link

Web Platform


First Global PMS Review or Ratings by Finec.in

Overall Rating

7.35 / 10

Portfolio Performance

7.50 / 10

Support

7.31 / 10

Facilities

7.53 / 10

Charges

7.24 / 10

Experience

7.17 / 10

First Global Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006697

Contact Person

Mukul Kumar

Email ID

compliance@firstglobal.in

Telephone No.

022 6116 6525

Address

402, Surya Kiran, 4th Floor, 19, Kasturba Gandhi Marg,, NEW DELHI, NATIONAL CAPITAL TERRITORY OF DELHI, 110001

Starting Date

Apr 23, 2019

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First Global PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with First Global Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of First Global PMS

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