Sameeksha Capital 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, Sameeksha Capital 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.1,163.31 Cr.
Avg. 1 Year Return 33.90%
Active Clients 325
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 9 Years

Sameeksha Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Ahmedabad, Gujarat

Founder

Bhavin Shah

Founded In (year)

2015

Sameeksha Capital Portfolio Management Service Performance or Returns

1 Year Return

33.90%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

35.00%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

24.10%

Nifty 50 - 5 Year Return

11.52%

Sameeksha Capital PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1.2% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%


Best Strategies by Sameeksha Capital Portfolio Management Services

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

Strategy Name Equity Fund
Start Date 01-Apr-16
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1,163.31 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 58.10%
3 Yr. Return 32.10%
5 Yr. Return 33.30%
Fund Manager Mr. Bhavin Shah

Top Fund Managers of Sameeksha Capital PMS

#1

Mr. Bhavin Shah

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Sameeksha Capital Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.2% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Sameeksha Capital 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

Sameeksha Capital PMS Dashboard Link

Web Platform


Sameeksha Capital PMS Review or Ratings by Finec.in

Overall Rating

7.71 / 10

Portfolio Performance

7.90 / 10

Support

7.86 / 10

Facilities

7.67 / 10

Charges

7.52 / 10

Experience

7.59 / 10

Sameeksha Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000004995

Contact Person

NA

Email ID

Wealth@Sameeksha.Capital

Telephone No.

079 3533 4199

Address

SOUTH TOWER 1202 ONE42 BEHIND ASHOK VATIKA, NEAR JAYANTILAL PARK BRTS AMBLI BOPAL ROAD, AHMEDABAD, GUJARAT, 380058

Starting Date

Jan 22, 2016

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Sameeksha Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Sameeksha Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Sameeksha Capital PMS

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