Roha 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, Roha 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.447.85 Cr.
Avg. 1 Year Return 39.74%
Active Clients 123
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 4 Years

Roha PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Dhiraj Sachdev

Founded In (year)

2020

Roha Portfolio Management Service Performance or Returns

1 Year Return

39.74%

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%

Roha PMS Commission, Charges or Fees

Fixed Fees

2.25% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 15% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Roha Portfolio Management Services

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

Strategy Name Emerging Champions Portfolio
Start Date 30-Sep-20
Category Small & Mid Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 69.25%
3 Yr. Return 44.75%
5 Yr. Return NA
Fund Manager Mr. Dhiraj Sachdev

Top Fund Managers of Roha PMS

#1

Mr. Dhiraj Sachdev

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Roha Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Roha Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Roha PMS Dashboard Link

Web Platform


Roha PMS Review or Ratings by Finec.in

Overall Rating

7.47 / 10

Portfolio Performance

7.62 / 10

Support

7.43 / 10

Facilities

7.66 / 10

Charges

7.36 / 10

Experience

7.28 / 10

Roha Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007030

Contact Person

RAHUL RAI

Email ID

pms.compliance@rohagroup.com

Telephone No.

022 4976 7774

Address

JJT HOUSE A 44/45 ROAD NO 2 MIDC, ANDHERI EAST MUMBAI, MUMBAI, MAHARASHTRA, 400093

Starting Date

Jul 29, 2020

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Roha PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Roha Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Roha PMS

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