Phillip Capital 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, Phillip Capital 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.425.85 Cr.
Avg. 1 Year Return 23.57%
Active Clients 713
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 49 Years

Phillip Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Rajendra Bhambhani

Founded In (year)

1975

Phillip Capital Portfolio Management Service Performance or Returns

1 Year Return

23.57%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

25.39%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

14.93%

Nifty 50 - 5 Year Return

11.52%

Phillip Capital PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit), 20% (if above 8% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Phillip Capital Portfolio Management Services

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

Strategy Name Emerging India Portfolio Signature India Portfolio Ethical India Portfolio Income Builder Portfolio
Start Date 09-Aug-17 18-May-16 12-Dec-17 28-Aug-23
Category Small & Mid Cap Multi Cap Multi Cap Debt
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 Crisil Composite Bond Fund Index
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 16 Not Disclosed 21 Not Disclosed
1 Yr. Return 35.04% 26.49% 25.80% NA
3 Yr. Return 21.95% 16.03% 16.61% NA
5 Yr. Return 22.22% 17.59% 17.13% NA
Fund Manager Mr. Nishit Shah Mr. Nishit Shah Mr. Nishit Shah Not Disclosed

Top Fund Managers of Phillip Capital PMS

#1

Mr. Nishit Shah

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Phillip Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.5% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Phillip 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

Phillip Capital PMS Dashboard Link

Web Platform


Phillip Capital PMS Review or Ratings by Finec.in

Overall Rating

7.34 / 10

Portfolio Performance

7.49 / 10

Support

7.30 / 10

Facilities

7.52 / 10

Charges

7.23 / 10

Experience

7.16 / 10

Phillip Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000004433

Contact Person

Sandeep Gupta

Email ID

compliance@phillipcapital.in

Telephone No.

022 2300 2999

Address

2nd Floor, C Block, Modern Centre, Jacob Circle, 101 K K Marg, Mahalaxmi, MUMBAI, MAHARASHTRA, 400011

Starting Date

Jan 29, 2016

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Phillip Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Phillip Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Phillip Capital PMS

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