Moneylife 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, Moneylife 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.189.82 Cr.
Avg. 1 Year Return 23.99%
Active Clients 99
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 12 Years

Moneylife PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Debashis Basu

Founded In (year)

2019

Moneylife Portfolio Management Service Performance or Returns

1 Year Return

23.99%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

23.38%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Moneylife PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

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 Moneylife Portfolio Management Services

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

Strategy Name MAS Prime MAS Growth
Start Date 02-Dec-19 18-Dec-19
Category Multi Cap Multi Cap
Benchmark Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 53.73% 62.55%
3 Yr. Return 21.29% 26.22%
5 Yr. Return NA NA
Fund Manager Not Disclosed Not Disclosed

Top Fund Managers of Moneylife PMS

#1

Mr. Debashis Basu

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Moneylife Portfolio Manager

Custom Strategy

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

Moneylife 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 5 Working days

Moneylife PMS Dashboard Link

Web Platform


Moneylife PMS Review or Ratings by Finec.in

Overall Rating

7.12 / 10

Portfolio Performance

7.08 / 10

Support

7.26 / 10

Facilities

7.01 / 10

Charges

6.94 / 10

Experience

7.30 / 10

Moneylife Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006873

Contact Person

Pankaj Raheja

Telephone No.

022 4920 5000

Address

301, EMCA Sadan, Appasaheb Marathe Marg, Prabhadevi, MUMBAI, MAHARASHTRA, 400025

Starting Date

Sep 09, 2019

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Moneylife PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Moneylife Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Moneylife PMS

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