ProfitGate 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, ProfitGate 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.635.72 Cr.
Avg. 1 Year Return 1.76%
Active Clients 314
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 2 Year

ProfitGate PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Nagpur, Maharashtra

Founder

Nakul Sarda

Founded In (year)

2023

ProfitGate Portfolio Management Service Performance or Returns

1 Year

1.76%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

ProfitGate PMS Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

1% of Fund value

Variable Profit Sharing

15% (Profit sharing above 10%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by ProfitGate Portfolio Management Services

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

Strategy Name Classic Compounders Equity Strategy
Start Date 1-Oct-23
Category  MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500
AUM (Rs.) 567.09
No. of Stocks NA
1 Yr. Return 1.76%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager NA

Top Fund Managers of ProfitGate PMS

#1

NA

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Investment Facilities provide by ProfitGate Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

ProfitGate 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

ProfitGate PMS Dashboard Link

Web Platform


ProfitGate PMS Review or Ratings by Finec.in

Overall Rating

7.88 / 10

Portfolio Performance

8.08 / 10

Support

8.04 / 10

Facilities

7.84 / 10

Charges

7.68 / 10

Experience

7.76 / 10

ProfitGate Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008233

Contact Person

Mr.MOHIT OM CHAUDHARY

Telephone No.

91-0712-2971427

Address

HOUSE NO 345/95 AVG LAYOUT LAKADGANJ,CHAPRU NGR,NAGPUR,MAHARASHTRA,INDIA,440008

Starting Date

45155

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ProfitGate PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with ProfitGate Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of ProfitGate PMS

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