Joindre 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, Joindre 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.55.57 Cr.
Avg. 1 Year Return -7.46%
Active Clients 44
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 8 Years

Joindre Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Anil Mutha

Founded In (year)

2018

Joindre Capital Portfolio Management Service Performance or Returns

1 Year

-7.46%

Nifty 50 - 1 Year

-4.04%

3 Year

8.36%

Nifty 50 - 3 Year

11.20%

5 Year

5.35%

Nifty 50 - 5 Year

11.60%

Joindre Capital PMS Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

1.6% of Fund value

Variable Profit Sharing

20% (on Profits above Rate Of 11%)

Exit Load 1st Year

1.50%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

1.00%


Best Strategies by Joindre Capital Portfolio Management Services

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

Strategy Name Value Fund
Start Date 05-Nov-18
Category MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500 TRI
AUM (Rs.) Rs.53.12 Cr.
No. of Stocks 52
1 Yr. Return -7.46%
3 Yr. Return 8.36%
5 Yr. Return 5.35%
Fund Manager Mr. V Jayaram

Top Fund Managers of Joindre Capital PMS

#1

Mr V Jayaram

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Investment Facilities provide by Joindre Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1.5% within 1st Year

Joindre 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

Joindre Capital PMS Dashboard Link

Web Platform


Joindre Capital PMS Review or Ratings by Finec.in

Overall Rating

7.46 / 10

Portfolio Performance

7.61 / 10

Support

7.42 / 10

Facilities

7.65 / 10

Charges

7.35 / 10

Experience

7.27 / 10

Joindre Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006138

Contact Person

Mr.Jayaram Venkitasubramanian

Telephone No.

044-044-24992244

Address

29-32,3rd Floor,9/15, Bansilal Building, ,Homi Modi Street, Fort,MUMBAI,MAHARASHTRA,400023

Starting Date

43370

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Joindre Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Joindre Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Joindre Capital PMS

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