Prudent Equity 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, Prudent Equity 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.28.26 Cr.
Avg. 1 Year Return 1.72%
Active Clients 54
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 1 Year

Prudent Equity PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Gurgaon,Haryana

Founder

Siddharth Oberoi

Founded In (year)

2024

Prudent Equity Portfolio Management Service Performance or Returns

1 Year

1.72%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Prudent Equity PMS Charges or Fees

Fixed Fees

1.00% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

15% (Profit sharing on All Profits)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Prudent Equity Portfolio Management Services

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

Strategy Name Equity Growth Strategy
Start Date 2-Jul-24
Category MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500
AUM (Rs.) 28.29
No. of Stocks NA
1 Yr. Return 1.72%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr Diwakar Rana

Top Fund Managers of Prudent Equity PMS

#1

Mr Diwakar Rana

#2

Mr Siddharth Oberoi

Check out Business Opportunities with Similar Brands

Investment Facilities provide by Prudent Equity Portfolio Manager

Custom Strategy

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

Prudent Equity 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

Prudent Equity PMS Dashboard Link

Web Platform


Prudent Equity PMS Review or Ratings by Finec.in

Overall Rating

7.00 / 10

Portfolio Performance

6.97 / 10

Support

7.14 / 10

Facilities

6.90 / 10

Charges

6.83 / 10

Experience

7.18 / 10

Prudent Equity Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008686

Contact Person

Mr.Diwakar Rana

Telephone No.

91-0124-8376014449

Address

Office no 210 2nd Floor S S Plaza,Sector 47 GURGAON,HARYANA,122002

Starting Date

45404

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Prudent Equity PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Prudent Equity Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Prudent Equity PMS

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