Price Bridge 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, Price Bridge 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.193.80 Cr.
Avg. 1 Year Return 6.32%
Active Clients 219
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 9 Years

Price Bridge PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Thane, Maharashtra

Founder

Mahesh Gowande

Founded In (year)

2015

Price Bridge Portfolio Management Service Performance or Returns

1 Year Return

6.32%

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%

Price Bridge PMS Commission, Charges or Fees

Fixed Fees

1.35% of Fund Value

Variable AMC

0.65% of Fund Value

Variable Profit Sharing

14% (if above 14% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Price Bridge Portfolio Management Services

Check out various strategies or Investment approaches provided by Price Bridge Portfolio Managers.

Strategy Name Price Bridge Upswing PriceBridge Honeycomb PriceBridge Direct MF
Start Date 12-Dec-22 27-Jan-23 04-May-23
Category Large and Mid Cap ETF Multi Cap
Benchmark Nifty 50 Nifty 50 Nifty 50
AUM (Rs.) Rs.149.54 Cr. Rs.20.83 Cr. Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 33.30% 19.12% NA
3 Yr. Return NA NA NA
5 Yr. Return NA NA NA
Fund Manager Mr. Ayan Mr. Ayan NA

Top Fund Managers of Price Bridge PMS

#1

Mr. Ayan

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Price Bridge Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Price Bridge 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

Price Bridge PMS Dashboard Link

Web Platform


Price Bridge PMS Review or Ratings by Finec.in

Overall Rating

7.08 / 10

Portfolio Performance

7.04 / 10

Support

7.22 / 10

Facilities

6.97 / 10

Charges

6.90 / 10

Experience

7.26 / 10

Price Bridge Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007614

Contact Person

Girish Lad

Email ID

girishlad1988@gmail.com

Telephone No.

8268657777

Address

Flat No. 23, Wing C, Floor 2, Shreerang Unit11, Shreerang society, N G Marg, THANE, MAHARASHTRA, 400601

Starting Date

Nov 07, 2022

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Price Bridge PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Price Bridge Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Price Bridge PMS

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