KFintech 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, KFintech 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.350.41 Cr.
Avg. 1 Year Return 21.81%
Active Clients 1122
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 38 Years

KFintech PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Hyderabad, Andhra Pradesh

Founder

Phani Sekhar Ponangi

Founded In (year)

2017

KFintech Portfolio Management Service Performance or Returns

1 Year Return

21.81%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

23.33%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

25.00%

Nifty 50 - 5 Year Return

11.52%

KFintech PMS Commission, Charges or Fees

Fixed Fees

3% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

2.50%

Exit Load 2nd Year

1.50%

Exit Load 3rd Year

0.50%


Best Strategies by KFintech Portfolio Management Services

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

Strategy Name Starter Investor Power Investor
Start Date 05-May-12 09-Feb-13 16-Jul-22
Category Multi Cap Large Cap Multi Cap
Benchmark Nifty 50 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 12.15% 25.12% 28.17%
3 Yr. Return 18.56% 18.16% 33.28%
5 Yr. Return 25.45% 28.35% 21.19%
Fund Manager Mr. Ajit Kumar Bhaskarn Mr. Ajit Kumar Bhaskarn Mr. Ajit Kumar Bhaskarn

Top Fund Managers of KFintech PMS

#1

Mr. Ajit Kumar Bhaskarn

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by KFintech 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

2.5% within 1st Year

KFintech Portfolio Management Support

Call Support

Available

Email Support

Not Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

KFintech PMS Dashboard Link

Web Platform


KFintech 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

KFintech Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000004524

Contact Person

Mr. Rakesh Asawa

Email ID

NA

Telephone No.

022 6149 1605

Address

101 and 201 1st and 2nd Floor Gujrals Plot No 167, CST Road Kalina Santacruz East, MUMBAI, MAHARASHTRA, 400098

Starting Date

Jun 10, 2017

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KFintech PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with KFintech Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of KFintech PMS

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