Porinju Veliyath PMS, also known as Equity Intelligence PMS, is a reliable name where people invest money with the vision that the company’s experts might extract the best returns.

So far, they are managing Rs. 781.58 crore of people who trust them. On average, the money they managed grew by about 23.60% in a year.

It demonstrates why 426+ people trust them with their money. To join, you will also need at least Rs.50 lakh. The PMS has been doing this for 23 years, with its main office in Kochi, Kerala.

It all started in 2001 with a person named Porinju Veliyath. The company was named after him, as we know it today:

Porinju Veliyath Portfolio Management. But why should you also let them manage your money? Let’s figure it out.

Total AUM Rs.781.58 Cr.
Avg. 1 Year Return 23.60%
Active Clients 426
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 23 Years

Porinju Veliyath PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Kochi, Kerela

Founder

Porinju Veliyath

Founded In (year)

2001

Why invest in Porinju Veliyath PMS?

As detailed below, investing in Porinju Veliyath Portfolio Management Services can be a wise choice for many reasons.

  • Over the past year, the average return they have brought to investors has been around 23.60%. It shows that the investments managed by Porinju Veliyath have been doing well.
  • With 22 years of experience, their team deeply understands the market. They know how to make wise investment choices.
  • The PMS offers a single strategy that simplifies decision-making for investors and experts.
  • Even non-resident Indians (NRIs) can invest, allowing a broader range of people to benefit from the PMS.
  • There are no fixed fees. However, the price you pay depends on the value of your investment.
  • A 1.50% exit charge is only for the first year. After that, no exit load is applied, making it easier to manage your investments.

Porinju Veliyath Portfolio Management Service Performance or Returns

1 Year Return

23.60%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

11.50%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

18.30%

Nifty 50 - 5 Year Return

11.52%

Porinju Veliyath Portfolio Management Service has shown good performance in terms of returns.

Over the last year, the PMS has provided a return of 23.60%, better than the returns of 10.74% from the Nifty 50, a group of 50 big Indian companies.

Similarly, if we analyze the Porinju Veliyath PMS returns in the last three years, it has given a return of 11.50%. On the contrary, the Nifty 50’s return stands at 20.15%, slightly higher.

But for the past five years, PMS’s return has stood at 18.30%, compared to the Nifty 50’s return of 11.52%.

It shows that Porinju Veliyath PMS has performed well and has given variable returns over various years.

Porinju Veliyath PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1.2% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

1.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

When you invest your money with Equity Intelligence, there are some charges and the Porinju Veliyath PMS Commission you need to know about.

Firstly, there are no fixed fees, which means you don’t have to pay a certain amount to start.

Instead, you face an annual maintenance charge (AMC). It is 1.2% of the value of the money you put in your account.

But if you are fortunate enough and your profit is more than 10%, Porinju Veliyath will take 15% of that extra profit as a fee.

However, if you decide to take your money out of the investment within the first year, there’s an exit fee of 1.50%. But in the second or third year, there are no exit fees.

Lastly, if you want to move your money from one investment to another, there’s a switching charge of 1% of the value of your money.


Best Strategies by Porinju Veliyath Portfolio Management Services

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

Strategy Name EQIN Strategy
Start Date 01-Apr-14
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Year Return 23.60%
3 Year Return 11.50%
5 Year Return 18.30%
Fund Manager Mr. Porinju Veliyath

Unlike other PMS, there’s only one Porinju Veliyath portfolio manager strategy, which has gotten positive reviews.

EQIN Strategy

This strategy, known as “EQIN Strategy, focuses on investing in different companies. In short, it targets multi-cap stocks.

PMS Fund Manager’s goal is to choose the best companies from various sectors, like technology, healthcare, and finance, that have the potential to grow over time.

The performance of this strategy is measured by comparing it with a benchmark called Nifty 50, which represents the overall stock market.

However, details about the number of stocks and assets under management (AUM) aren’t available. Mr Porinju Veliyath currently manages this strategy.

In the past year, the PMS yield has been 23.60%. However, the 5-year CAGR was 18.30%.

Top Fund Managers of Porinju Veliyath PMS

#1

Mr. Porinju Veliyath

#2

NA

#3

NA

#4

NA

#5

NA

The Best Fund Manager of Equity Intelligence Portfolio Management is Mr. Porinju Veliyath.

Mr Porinju Veliyath

Porinju Veliyath is an expert investor and one of the Porinju Veliyath PMS Fund Managers who has effectively managed investors’ funds.

He has been doing this for over twenty years, and many people have added more to their wealth by following his advice.

Before starting his own company, Porinju Veliyath worked at two financial brands called Kotak Securities and Parag Parikh Financial Services.

If we talk about Porinju Veliyath’s expertise, he is good at finding small companies that can become big successes. Besides he is also the founder of Equity Intelligence.


Porinju Veliyath Portfolio Managers SWOT Analysis

Let’s talk about the strengths, weaknesses, opportunities, and threats of Porinju Veliyath Portfolio Management. This will help us understand their actions and what they might face.

Strengths:

  • Porinju Veliyath has been doing well in this sector. They’ve made their investors happy by making their money grow by about 23.60% annually. That’s better than what the market usually does.
  • The people who run this place have been doing it for a long time—22 years! That means they know a lot about how the stock market works.
  • Porinju Veliyath has a straightforward plan for how they invest. They focus on a type of stock called multi-cap stocks. This makes it easier for everyone to understand what they’re doing.
  • People from different countries invest with them, including those outside India. This helps them get more people interested in investing.
  • They charge fees based on how much money you invest. And after the first year, there are no extra charges when you take your money out. This is good because it’s transparent and fair.

Opportunities:

  • They can tell more people about how they invest. This can help them stand out and show why they are good at their work.
  • They could try different ways of investing to attract more people. Some folks might like other options; this could help them get more customers.
  • They can use computers to give better advice to people who invest with them. This can make the investors even happier.

Weaknesses:

  • They don’t tell us how many stocks they have or how much money they manage. This can make it hard for people to know precisely what they’re investing in.
  • They only use one way to invest, which might be better for some. This could be a problem if that one way works better.
  • You need a lot of money (at least Rs. 50 lakh) to start investing with them. It could stop some people from joining in.

Threats:

  • If the stock market goes up and down a lot, it might hurt their performance. It could make people worried about investing with them.
  • Many other companies also help people invest. They must ensure they do better than other companies to get more customers.
  • If the government makes new rules about how these kinds of companies work, it might be harder for them to keep doing what they do.

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Investment Facilities provided by Porinju Veliyath Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1.5% within 1st Year

Porinju Veliyath Portfolio management features various investment facilities worth looking at.

Firstly, they let you make a custom investment strategy, which means you can decide how your money is used.

You can even change this strategy later if you want. But if you decide to switch, make sure there’s a small charge of 1% based on how much money you have invested.

If you’re not from India but still want to invest, that’s okay too! Porinju Veliyath allows people who live outside India to invest as well.

You also have a choice: let the experts make decisions for your investments (discretionary), or you can make the decisions yourself (non-discretionary).

Sometimes, plan changes make you want to take your money out earlier than expected. Porinju Veliyath lets you do this, but if it’s within the first year, there’s a fee of 1.5% of the money you take out.

Knowing about these facilities is good if you’re considering investing your money.

Porinju Veliyath Portfolio Management Support

Call Support

Not Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Porinju Veliyath Portfolio Management Services helps people manage their money in the stock market. If you run into trouble, make sure they offer different ways to get support.

  • Firstly, you can email them if you need help and wait for their reply.
  • You can even chat with them online. In case you have questions, they will answer.
  • There is a particular person for dedicated RM support you can talk to about your investments.
  • Moreover, you can directly contact the person who manages the investments. After all, the company aims to keep things transparent with its investors.
  • They promise to fix something in a few days if something goes wrong.

Remember, you can’t call them on the phone. However, they have other ways to tackle all your money-related issues and concerns.

Porinju Veliyath PMS Dashboard Link

Web Platform

The Porinju Veliyath PMS Dashboard is an exclusive online place where you can handle many things related to Porinju Veliyath’s Portfolio Management Services.

It’s like a control centre where you can stay informed about vital tasks. This dashboard helps you see and manage different aspects of the PMS.

But you will first need to create login details to access them. The dashboard makes managing investments a breeze and makes other critical things straightforward and more organized.


Porinju Veliyath PMS Login

To access Porinju Veliyath PMS, create login details using your email address. Once you’ve done that, meet specific criteria for complete access through the Porinju Veliyath PMS Login.

Meeting the criteria is like showing that you’re allowed to enter. However, a secure login ID is granted once your criteria are confirmed.

In the future, you will use these login details to access your PMS account.

Porinju Veliyath PMS Review or Ratings by Finec.in

Overall Rating

7.77 / 10

Portfolio Performance

7.96 / 10

Support

7.93 / 10

Facilities

7.73 / 10

Charges

7.58 / 10

Experience

7.65 / 10

Porinju Veliyath Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000000787

Contact Person

Porinju Veliyath

Email ID

info@equityintelligence.com

Telephone No.

NA

Address

NA

Starting Date

Apr 01, 2014


How do I invest in Porinju Veliyath PMS?

To invest in Porinju Veliyath Portfolio Management, you must follow these steps.

  • You ought to be at least 18 years old and either an Indian or an NRI (non-resident Indian) to invest.
  • The minimum amount you can invest is Rs. 50 lakh.

The following documents will be required to confirm your eligibility and log-in details:

PMS Agreement: You should sign an agreement with Porinju Veliyath Portfolio Management.

POA (Power of Attorney): You need to provide a POA, which permits them to make investment decisions on your behalf.

PAN Card: Your PAN card is necessary for identification and tax purposes.

Address Proof: You must have a document as proof of your address.

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Porinju Veliyath PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Porinju Veliyath Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


Porinju Veliyath PMS: Conclusion

In conclusion, Porinju Veliyath Portfolio Management, also called Porinju Veliyath PMS, showcases a strong track record and expertise in the investment domain.

With a simplified strategy and inclusive opportunities for NRIs, it offers potential benefits to investors who trust their potential.

However, limited transparency and a high entry requirement could be barriers.

However, under the expertise and experience of Porinju Veliyath, the company is successfully catering to over 426 clients, with more to come.


FAQs on Porinju Veliyath Portfolio Management

Here is the list of frequently asked questions about Porinju Veliyath Portfolio Management Services.

Which is the Best Strategy for Equity Intelligence PMS?

The best strategy for Equity Intelligence PMS is EQIN Strategy” which stresses investing in various companies. The strategy targets multi-cap stocks.

What is the Minimum Investment in Porinju Veliyath PMS?

The minimum investment required in Porinju Veliyath PMS is 50 lakhs.

What is the Return of Equity Intelligence PMS?

For the first year, the return is 23.69%; for three years, it is 11.50%; and for five years, it is 18.30%.

Is Porinju Veliyath Portfolio Management good?

Yes, the Porinju Veliyath portfolio management is among the best for investors.

What is the fixed commission of Porinju Veliyath PMS?

There is no fixed commission for Porinju Veliyath.

Is a Demat account mandatory for Equity Intelligence Portfolio Managers?

Yes, the demat account is compulsory for Equity Intelligence portfolio managers.

What are the Exit Charges of Porinju Veliyath Portfolio Management?

Porinju Veliyath portfolio management’s exit charges are 1.50% for the first year, and for the subsequent year, it is 0.0%.

Who are the current fund managers of Porinju Veliyath PMS?

Mr Porinju Veliyath is the current manager employed in Ambit PMS.

What is the AUM of Porinju Veliyath Portfolio Management Service?

The AUM for the Porinju Veliyath Portfolio Management service is 781.58 Cr.

Do Porinju Veliyath Portfolio Managers Charge Variable Commissions?

Yes, the variable profit sharing for Porinju Veliyath managers is 15% (if above 10% profit).


 

Customer ratings and reviews of Porinju Veliyath PMS

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