Negen Capital PMS is a top investment firm that started in November 2017. They mainly focus on investing in small and mid-sized companies.

People like their fund because it’s good at finding value in unique situations like when companies split or spin off.

The main goal of Negen Capital is to make money for its clients, no matter what the market is like.

Negen Capital Portfolio Management has a big vision of becoming the most customer-focused investment firm in the world.

In investing, Negen Capital Portfolio Managers wants to work with people as partners, not just for money transactions. They are committed to their client’s financial well-being and success.

Total AUM Rs.809.52 Cr.
Avg. 1 Year Return 22.32%
Active Clients 753
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 7 Years

Negen Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Neil Bahal

Founded In (year)

2007

Why invest in Negen Capital PMS?

Selecting a portfolio management service can take some work. But if you pick the right one, you would not need to stress about your investment.

Here are some excellent reasons to consider Negen Capital Portfolio Management Services.

  • The company has been making profit since they started in November in 2017, even when the markets go down.
  • They’re good at finding valuable opportunities, especially when companies split or spin off in the small and mid-sized company space.
  • Negen Capital Portfolio Managers believe in clear communication to build trust with their clients.
  • Skilled at conducting thorough research, which means they have a smart team that is good at finding great investment opportunities.
  • Negen Capital is really good at making sure your investments stay safe. They have smart plans to reduce risks, which means your investment stays more stable, even during tough times in the market. This way, you can feel more secure about your money.
  • The firm knows that everyone has different money goals and comfort levels with risks. That’s why they create special investment plans just for you. It’s like having a personalized money strategy that fits exactly what you want to achieve with your finances.

Negen Capital Portfolio Management Service Performance or Returns

1 Year Return

22.32%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

52.28%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

17.54%

Nifty 50 - 5 Year Return

11.52%

Negen Capital has delivered superior returns in each time frame compared to the Nifty 50, showcasing its ability to generate value and outperform the broader market.

Investors may find Negen Capital’s consistent outperformance very appealing. Its 1-year return is 22.32%, while that of Nifty 50 is 10.74%.

Furthermore, the 3-year return is 52.28% while that of Nifty 50 is 20.15%, an impressive 32.13 percentage point difference over the past three years.

Even in a longer horizon of 5 years, Negen Capital PMS Returns are 17.54%, beating the Nifty 50 by 6.02 percentage points as Nifty delivered only 11.52% returns over the past five years.

Negen Capital PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Navigating the financial landscape involves learning about investment opportunities’ fees, charges, and commissions. The fixed fee is set at 2.5% of the Fund Value.

This helps investors since the fixed price explicitly explains how much the Company charges. This leads to predictable costs for investors. There are no Variable Charges.

This acts as a positive pointer for clients. Negen Capital PMS commissions a performance-based model, with a competitive 15% charge applied only when the portfolio realizes profits exceeding 10%.

Moreover, in the first, second and third years, the clients would not face any extra charges when they take out their money.

This shows that Negen Capital is interested in retaining clients. It is also very cost-friendly.


Best Strategies by Negen Capital Portfolio Management Services

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

Strategy Name Special Situations and Technology Fund
Start Date 10-Aug-17
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.797.94 Cr.
No. of Stocks 33
1 Yr. Return 66.27%
3 Yr. Return 40.80%
5 Yr. Return 33.74%
Fund Manager Mr. Neil Madan Bahal

Negen Capital Portfolio Manager plans to navigate the ever-changing world of money and seize different opportunities in the market.

They combine Growth and Value investing, focusing on special situations like when companies split or stop being listed.

The Special Situations and Technology Fund is a Multicap Category fund that uses the S&P BSE 500 as a benchmark.

Right now, it’s managing Rs. 797.94 Crores across 33 stocks, all guided by Fund Manager Mr Neil Madan Bahal.

With a solid 1-year return of 66.27% and impressive 3-year and 5-year returns of 40.80% and 33.74%, respectively, the fund believes in being ready for the future.

It positions itself in businesses that adapt and excel in embracing technological advancements.

Top Fund Managers of Negen Capital PMS

#1

Mr. Neil Madan Bahal

#2

NA

#3

NA

#4

NA

#5

NA

Meet the person who started Negen Capital, Mr. Neil Bahal. He began the Company in June 2007 and has over 20 years of experience dealing with money in the market.

Neil is more than just committed but passionate about research and analysis, a big part of Negen Capital’s work.

Negen Capital PMS Fund Managers started as something other than a significant investment company. Initially, they helped regular people buy and sell stocks.

In 2017, they changed direction and started doing Portfolio Management Services, which is like handling money for people.

This move allowed them to be part of a broader financial world. In 2021, Negen Capital got a significant award from CRISIL, which rates how good other companies are.

They got a 5-star rating in the Multi-cap category, which means they’re doing well in handling different types of investments.


Negen Capital Portfolio Managers SWOT Analysis

Here is the detailed SWOT analysis related to Negen Capital Portfolio Management.

Strength

  • The founder of Negen Capital, Mr Neil Bahal, has over 20 years of experience.
  • Negen Capital has consistently outperformed benchmark returns in 1-year, 2-year and 3-year periods.
  • CRISIL has rated Negen Capital as a 5-star fund in the Multi-Cap category
  • They offer competitive fees for their clients.
  • Their investment strategy includes Growth and Value investing, focusing on special situations like demergers and delistings.

Weakness

  • Negen Capital PMS has only one fund, which might be problematic for clients who choose different options.
  • They started doing Portfolio Management Services in 2017, so there is a short history of how well they’ve been doing this.
  • Negen Capital’s success depends a lot on how the overall market is doing.

Opportunities

  • There’s a chance for Negen Capital to grow by reaching more people and offering its services to a broader market.
  • They can use new technology to make their services even better and more convenient for their clients.
  • If more people understand how money works, it could suit Negen Capital.

Threat

  • The markets can be unpredictable, affecting how well Negen Capital does.
  • Changing the rules about how financial companies operate might make things harder for Negen Capital.
  • Many other companies are doing the same thing, so Negen Capital has to work hard to stay ahead.

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Investment Facilities provided by Negen Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

The Negen Capital Portfolio Manager Features offer various facilities catering to different kinds of unique financial goals and preferences.

  • Various kinds of investment opportunities are available, which means that the unique financial goals of investors shall be taken care of.
  • Clients can fit their investment plans and money goals the way they like.
  • Adapt your investment approach according to changing circumstances or market dynamics.
  • There is a small 0.75% charge on the fund value if you switch investment strategies, ensuring transparency and fairness.
  • Non-resident Indians (NRIs) are welcomed, providing a global investor community.
  • Choose between hands-on involvement or delegate investment decisions based on your preference.
  • Flexibility for early exits to manage your investments in response to changing financial needs.
  • The company does not deduct any charges for early exit. However, if you want to change your investment, there may be additional fees.

Negen 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 5 Working days

Negen Capital Portfolio Management Services offers the following support to their clients.

  • Get help quickly by calling us. We’re here to answer your questions and fix any concerns you have.
  • Email us, and we’ll respond quickly and help you with anything.
  • While we don’t have chat support right now, you can still reach us for help through other ways.
  • Have a dedicated Relationship Manager just for you, providing personal assistance and guidance.
  • We have a support channel available for any help you need.
  • If you have a problem, we’ll find a solution within five working days at most.

Negen Capital PMS Dashboard Link

Web Platform

Once you’re officially part of Negen Capital, you can use the Negen Capital PMS Dashboard.

After meeting the requirements and sending in all your documents, you’ll get a user ID and password to log in. Once you’re in, you can see all your investments in one place.

It’s easy to use and straightforward, making it simple to see how your assets are doing in real-time.


Negen Capital PMS Login

Once you’ve signed up with Negen Capital, you must confirm your email. After confirming, we’ll send you login details. You’ll use these details to log in to the Negen Capital PMS Dashboard.

Negen Capital PMS Review or Ratings by Finec.in

Overall Rating

7.55 / 10

Portfolio Performance

7.70 / 10

Support

7.51 / 10

Facilities

7.74 / 10

Charges

7.44 / 10

Experience

7.36 / 10

Negen Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005414

Contact Person

Yogen lavari

Email ID

yogen@negencapital.com

Telephone No.

022 6757 4427

Address

CITY HALL, KAMALA MILLS COMPOUND, P.B.MARG,LOWER PAREL WEST, MUMBAI, MAHARASHTRA, 400013

Starting Date

Apr 26, 2017


How to Invest in Negen Capital PMS?

To invest with Negen Portfolio Managers, the user must follow the following steps. These steps are straightforward, making it a hassle-free process for all clients.

The client has to ensure that the following eligibility criteria are met.

  • The age has to be 18 years or above.
  • Open to both Indian residents and Non-Resident Indians (NRIs).
  • Begin with a minimum investment of Rs.50 Lakh.

Gather the following essential documents to streamline your investment process.

  • PMS Agreement- A mandatory document to formalize your engagement with Negen Capital PMS.
  • POA (Power of Attorney)- Facilitate seamless transactions with this required document.
  • Demat Account- Ensure you have a Demat account to manage your securities.
  • PAN Card- A mandatory requirement for your investor profile.
  • Address Proof- The client has to submit an Aadhar Card or Voter ID Card for proof of address.

After gathering the required documents, follow the steps mentioned below.

  • The first step is to register with Negen Capital. The user must also sign the PMS Agreement and complete the necessary paperwork.
  • The client must submit mandatory documents like a PAN Card, address proof, signed copy of Power of Attorney (POA), and Demat account details.
  • The client has to invest. The minimum amount that the client has to support is Rs 50 lakhs.
  • There has to be a waiting period. This is when Negen Capital will have to verify the documents submitted by the client.
  • Once the approval process has been completed, the client will receive login credentials to start with the Negen Capital PMS Dashboard.

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Negen Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Negen Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


Negen Capital PMS – Conclusion

All in all, Negen Capital PMS is an established fund. The fund has performed exceptionally over the benchmark returns across various time frames such as 1-year, 3-year, and 5-year returns.

The fund has an approach with growth and Value investing strategies but is implemented during special situations such as delistings and demergers.

Negen Capital is managed by Neil Bahal, who has decades of experience in this landscape.


FAQs on Negen Capital Portfolio Management

Here is the list of FAQs related to Negen Capital Portfolio Management Services.

Which is the Best Strategy for Negen Capital PMS?

The Special Situations and Technology Fund of Negen Capital has a strategy where value investing is coupled with growth investing during demergers, delistings, and other special situations.

This is a unique approach and is still considered niche.

What is the Minimum Investment in Negen Capital PMS?

The minimum investment for Negen Capital PMS is Rs.50 Lakhs. This amount is considered to be a standard amount in the Portfolio Management Services Industry.

What is the Return of Negen Capital PMS?

Negen Capital PMS has delivered good returns. They have beaten benchmark returns across all-time formats. It has given 22.32% in 1-year, 52.28% in 3-years, and 17.54% in a 5-year investment horizon.

Is Negen Capital Portfolio Management good?

Negen Capital Portfolio Management has demonstrated its effectiveness, earning a 5-star rating in the multi-cap category from CRISIL.

The firm focuses on a strategy that considers special situations and technology. It has delivered impressive returns, which highlights its reliability and performance.

What is the fixed commission of Negen Capital PMS?

Negen Capital PMS charges a fixed commission of 2.5% of the fund value as an Asset Management Company (AMC) fee.

Is a Demat account mandatory for Negen Capital Portfolio Managers?

A Demat account is mandatory for Negen Capital Portfolio Managers to facilitate efficient securities management.

What are the Exit Charges of Negen Capital Management?

Negen Capital Management has free exit charges, allowing investors flexibility in managing their portfolios without additional fees.

Who are the current fund managers of Negen Capital PMS?

The current fund manager of Negen Capital PMS is Mr. Neil Madan Bahal, who provides expert guidance and leadership.

What is the AUM of Negen Capital Management Service?

The Assets Under Management (AUM) of Negen Capital Management Service is Rs.527.83 Crores, reflecting the trust and confidence of investors.

Do Negen Capital Portfolio Managers Charge Variable Commissions?

Negen Capital charges a variable commission of 15% on profits exceeding 10%, aligning the firm’s success with client gains.


 

Customer ratings and reviews of Negen Capital PMS

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