Northern Arc 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, Northern Arc 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.334.81 Cr.
Avg. 1 Year Return 12.15%
Active Clients 188
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 16 Years

Northern Arc PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Chennai, Tamil Nadu

Founder

Ashish Mehrotra

Founded In (year)

2008

Northern Arc Portfolio Management Service Performance or Returns

1 Year Return

12.15%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

NA

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Northern Arc PMS Commission, Charges or Fees

Fixed Fees

0.6% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

0.00%


Best Strategies by Northern Arc Portfolio Management Services

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

Strategy Name Income Builder Series A Income Builder Series B
Start Date 01-Dec-21 01-Sep-22
Category Debt Debt
Benchmark Crisil Credit Index Crisil Credit Index
AUM (Rs.) Rs.150.08 Cr. Rs.137.26 Cr.
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 8.02% 11.24%
3 Yr. Return NA NA
5 Yr. Return NA NA
Fund Manager Mr. Atul Tibrewal Mr. Atul Tibrewal

Top Fund Managers of Northern Arc PMS

#1

Mr. Atul Tibrewal

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Northern Arc Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Northern Arc 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

Northern Arc PMS Dashboard Link

Web Platform


Northern Arc PMS Review or Ratings by Finec.in

Overall Rating

7.39 / 10

Portfolio Performance

7.54 / 10

Support

7.35 / 10

Facilities

7.57 / 10

Charges

7.28 / 10

Experience

7.21 / 10

Northern Arc Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP200007265

Contact Person

NA

Telephone No.

044 6668 7000

Address

IITM Research Park, Phase I, 10th Floor, 1, Kanagam Village, Behind Tidel Park, Taramani, CHENNAI, TAMIL NADU, 600113

Starting Date

Aug 27, 2021

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Northern Arc PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Northern Arc Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Northern Arc PMS

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