ITUS 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, ITUS 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.1,052.35 Cr.
Avg. 1 Year Return 24.19%
Active Clients 454
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 6 Years

ITUS PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Hyderabad, Telangana

Founder

Naveen Chandramohan

Founded In (year)

2012

ITUS Portfolio Management Service Performance or Returns

1 Year Return

24.19%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

22.66%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

18.24%

Nifty 50 - 5 Year Return

11.52%

ITUS PMS Commission, Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

25% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by ITUS Portfolio Management Services

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

Strategy Name Fundamental Value Fund
Start Date 01-Feb-17
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Rs.1,131.93 Cr.
No. of Stocks 23
1 Yr. Return 29.68%
3 Yr. Return 16.90%
5 Yr. Return 19.82%
Fund Manager Mr. Naveen Chandramohan

Top Fund Managers of ITUS PMS

#1

Mr. Naveen Chandramohan

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by ITUS Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

ITUS 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 3 Working days

ITUS PMS Dashboard Link

Web Platform


ITUS PMS Review or Ratings by Finec.in

Overall Rating

7.81 / 10

Portfolio Performance

8.01 / 10

Support

7.97 / 10

Facilities

7.77 / 10

Charges

7.61 / 10

Experience

7.69 / 10

ITUS Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006341

Contact Person

NA

Email ID

info@ituscapital.com

Telephone No.

9150017776

Address

II Floor,Old No. 50, New No. 40, 2nd Main Road, RA Puram, CHENNAI, TAMIL NADU, 600028

Starting Date

Dec 21, 2018

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ITUS PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with ITUS Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of ITUS PMS

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