Invesco 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, Invesco 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.12,738.90 Cr.
Avg. 1 Year Return 35.01%
Active Clients 868
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 17 Years

Invesco PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Saurabh Nanavati

Founded In (year)

2007

Invesco Portfolio Management Service Performance or Returns

1 Year Return

35.01%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

29.91%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

11.99%

Nifty 50 - 5 Year Return

11.52%

Invesco PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% Profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

0.00%


Best Strategies by Invesco Portfolio Management Services

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

Strategy Name DAWN RISE Caterpillar Challengers
Start Date 28-Aug-17 18-Apr-16 26-Jun-06 30-Sep-21
Category Thematic Thematic Small & Mid Cap Multi Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.309.21 Cr. Rs.408.35 Cr. Rs.66.80 Cr. Rs.27.15 Cr.
No. of Stocks 25 25 26 25
1 Yr. Return 36.93% 46.23% 40.75% 41.18%
3 Yr. Return 19.31% 22.78% 15.04% NA
5 Yr. Return 17.90% 18.41% 20.10% NA
Fund Manager Mr. Neelesh Dhamnaskar Mr. Neelesh Dhamnaskar Mr. Neelesh Dhamnaskar Mr. Neelesh Dhamnaskar

Top Fund Managers of Invesco PMS

#1

Mr. Neelesh Dhamnaskar

#2

Mr. Taher Badshah

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Invesco Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.25% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Invesco Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Invesco PMS Dashboard Link

Web Platform


Invesco PMS Review or Ratings by Finec.in

Overall Rating

8.46 / 10

Portfolio Performance

8.67 / 10

Support

8.33 / 10

Facilities

8.42 / 10

Charges

8.25 / 10

Experience

8.63 / 10

Invesco Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005273

Contact Person

NA

Telephone No.

022 6731 0000

Address

Unit No: 2101 A, 21st floor, A Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai 400 013 Maharashtra, India.

Starting Date

Nov 02, 2016

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Invesco PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Invesco Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Invesco PMS

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