Globe 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, Globe 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.946.74 Cr.
Avg. 1 Year Return 26.45%
Active Clients 318
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 8 Years

Globe Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Public

Head Office

New Delhi, Delhi

Founder

Ashok Kumar Agarwal

Founded In (year)

1985

Globe Capital Portfolio Management Service Performance or Returns

1 Year Return

26.45%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

28.74%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

21.74%

Nifty 50 - 5 Year Return

11.52%

Globe Capital PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Globe Capital Portfolio Management Services

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

Strategy Name Value Arbitrage
Start Date 26-Oct-07 14-Jan-08
Category Multi Cap Multi Cap
Benchmark ND ND
AUM (Rs.) Rs.653.61 Cr. Rs.276.30 Cr.
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 62.14% 40.06%
3 Yr. Return 34.76% 32.45%
5 Yr. Return 32.39% 29.42%
Fund Manager Mr. Ankit Agarwal Mr. Parashuram Prasad

Top Fund Managers of Globe Capital PMS

#1

Mr. Ankit Agarwal

#2

Mr. Parashuram Prasad

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Globe Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Globe 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

Globe Capital PMS Dashboard Link

Web Platform


Globe Capital PMS Review or Ratings by Finec.in

Overall Rating

7.62 / 10

Portfolio Performance

7.77 / 10

Support

7.58 / 10

Facilities

7.81 / 10

Charges

7.51 / 10

Experience

7.43 / 10

Globe Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000002361

Contact Person

NA

Telephone No.

022 6873 0700

Address

Premises No. 1204, 12TH Floor, Opal Square It park, Wagle Industrial Estate, Panch Pakhdi, Thane, landmark old passport office, Road Number 16, Maharashtra 400604

Starting Date

Oct 21, 2016

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Globe Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Globe Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Globe Capital PMS

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