Kedia Shares 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, Kedia Shares 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.77.5 Cr.
Avg. 1 Year Return 2.10%
Active Clients 60
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 6 Year

Kedia Shares PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Narendra Kedia

Founded In (year)

2019

Kedia Shares Portfolio Management Service Performance or Returns

1 Year

2.10%

Nifty 50 - 1 Year

10.74%

3 Year

20.34%

Nifty 50 - 3 Year

20.15%

5 Year

21.85%

Nifty 50 - 5 Year

11.52%

Kedia Shares PMS Charges or Fees

Fixed Fees

NA

Variable AMC

1% of Fund value

Variable Profit Sharing

20% (Profit Sharing above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Kedia Shares Portfolio Management Services

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

Strategy Name Multi Cap
Start Date 18-May-19
Category MULTI CAP & FLEXI CAP
Benchmark S&P BSE 501
AUM (Rs.) Not Disclosed
No. of Stocks NA
1 Yr. Return 2.10%
3 Yr. Return 20.34%
5 Yr. Return 21.85%
Fund Manager NA

Top Fund Managers of Kedia Shares PMS

#1

NA

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Investment Facilities provide by Kedia Shares 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

No Exist Charges

Kedia Shares 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

Kedia Shares PMS Dashboard Link

Web Platform


Kedia Shares PMS Review or Ratings by Finec.in

Overall Rating

7.38 / 10

Portfolio Performance

7.53 / 10

Support

7.34 / 10

Facilities

7.56 / 10

Charges

7.27 / 10

Experience

7.20 / 10

Kedia Shares Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006590

Contact Person

Mr.Narendra B Kedia

Telephone No.

91-022-46049268

Address

Kedia Shares and Stocks Brokers Ltd.,B-3505, KOHINOOR SQUARE, N. C. KELKAR MARG, R. G. GADKARI CHOWK, SHIVAJI PARK, DADAR WEST Mumbai,MAHARASHTRA,400028

Starting Date

43559

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Kedia Shares PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Kedia Shares Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Kedia Shares PMS

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