Prabhudas Lilladher PMS or Portfolio Management – Returns, Charges, Support & more
Prabhudas Lilladher 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, Prabhudas Lilladher 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.438.36 Cr. |
| Avg. 1 Year Return | 19.24% |
| Active Clients | 510 |
| No. of Strategies | 6 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 41 Years |
Prabhudas Lilladher PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Prabhudas Lilladher Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
Prabhudas Lilladher PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Prabhudas Lilladher Portfolio Management Services
Check out various strategies or Investment approaches provided by Prabhudas Lilladher Portfolio Managers.
| Strategy Name | Multi Asset Dynamic Portfolio | Aqua Strategy | Leap | Trinity | Elevate | Atom |
| Start Date | 07-Jul-21 | 12-Jun-23 | 26-Mar-26 | 26-Mar-26 | 22-Aug-23 | 26-Mar-26 |
| Category | Multi Asset | Multi Cap & Flexi Cap | Multi Cap & Flexi Cap | Multi Cap & Flexi Cap | Multi Cap & Flexi Cap | Multi Cap & Flexi Cap |
| Benchmark | NSE Multi Asset Index 1 | S&P BSE 500 TRI | Nifty 50 TRI | S&P BSE 500 TRI | S&P BSE 500 TRI | S&P BSE 500 TRI |
| AUM (Rs.) | Rs.22.06 Cr. | Rs.378.78 Cr. | Rs.0.54 Cr. | Rs.2.51 Cr. | Not Disclosed | Rs.4.53 Cr. |
| No. of Stocks | Not Disclosed | 35 | Not Disclosed | NA | NA | NA |
| 1 Yr. Return | 14.35% | 13.23% | NA | NA | 30.14% | NA |
| 3 Yr. Return | 14.88% | NA | NA | NA | NA | NA |
| 5 Yr. Return | 13.57% | NA | NA | NA | NA | NA |
| Fund Manager | Mr. Siddharth Vora | Mr. Siddharth Vora | NA | NA | NA | NA |
Top Fund Managers of Prabhudas Lilladher PMS
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Investment Facilities provided by Prabhudas Lilladher Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Prabhudas Lilladher Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Prabhudas Lilladher PMS Dashboard Link
Web Platform
Prabhudas Lilladher PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Prabhudas Lilladher Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Prabhudas Lilladher PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Prabhudas Lilladher Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof