Profusion Investment 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, Profusion Investment 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.105.65 Cr.
Avg. 1 Year Return 5.11%
Active Clients 29
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 4 Year

Profusion Investment PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Parag Mehta & Satyan Wadhwa

Founded In (year)

2021

Profusion Investment Portfolio Management Service Performance or Returns

1 Year

5.11%

Nifty 50 - 1 Year

10.74%

3 Year

8.41%

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Profusion Investment PMS Charges or Fees

Fixed Fees

2.00% of Fund Value (AMC)

Variable AMC

1% of Fund value

Variable Profit Sharing

20% (Profit Sharing Above 7.50%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Profusion Investment Portfolio Management Services

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

Strategy Name Income Enhancer Multi Strategy
Start Date 1-May-21 1-Jan-23
Category DEBT MULTI CAP & FLEXI CAP
Benchmark Crisil Composite Bond Fund Index S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks NA NA
1 Yr. Return 6.02% 4.20%
3 Yr. Return 8.41% NA
5 Yr. Return NA NA
Fund Manager Mr Satyan Wadhwa Mr Satyan Wadhwa

Top Fund Managers of Profusion Investment PMS

#1

Mr Satyan Wadhwa

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Investment Facilities provide by Profusion Investment Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Profusion Investment 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

Profusion Investment PMS Dashboard Link

Web Platform


Profusion Investment PMS Review or Ratings by Finec.in

Overall Rating

7.80 / 10

Portfolio Performance

8.00 / 10

Support

7.96 / 10

Facilities

7.76 / 10

Charges

7.61 / 10

Experience

7.68 / 10

Profusion Investment Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007173

Contact Person

Mr.Satyan Mohan Wadhwa

Telephone No.

91-000-9811038101

Address

306 Raheja Centre, Plot 0214, Free Press Journal Marg,Nariman Point,MUMBAI,MAHARASHTRA,400021

Starting Date

44256

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Profusion Investment PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Profusion Investment Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Profusion Investment PMS

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