Lakewater 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, Lakewater 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.106.76 Cr.
Avg. 1 Year Return 19.33%
Active Clients 74
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 5 Years

Lakewater PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Thane, Maharashtra

Founder

Pankaj Singhania

Founded In (year)

2012

Lakewater Portfolio Management Service Performance or Returns

1 Year Return

19.33%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

22.76%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Lakewater PMS Commission, Charges or Fees

Fixed Fees

2.00% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (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 Lakewater Portfolio Management Services

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

Strategy Name India Growth
Start Date 20-Jun-19
Category Flexicap
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 27.81%
3 Yr. Return 11.72%
5 Yr. Return NA
Fund Manager Mr. Pankaj Singhania

Top Fund Managers of Lakewater PMS

#1

Mr. Pankaj Singhania

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Lakewater Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Lakewater 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

Lakewater PMS Dashboard Link

Web Platform


Lakewater PMS Review or Ratings by Finec.in

Overall Rating

7.11 / 10

Portfolio Performance

7.07 / 10

Support

7.25 / 10

Facilities

7.00 / 10

Charges

6.93 / 10

Experience

7.29 / 10

Lakewater Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006767

Contact Person

NA

Email ID

info@lakewateradvisiors.com

Telephone No.

033 4065 5021

Address

604, Martin Business Park, Block BP 3, Salt Lake, Sector V, Kolkata, KOLKATA, WEST BENGAL, 700091

Starting Date

May 11, 2019

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Lakewater PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Lakewater Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Lakewater PMS

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