Sanctum 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, Sanctum 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.545.35 Cr.
Avg. 1 Year Return -0.65%
Active Clients 194
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 10 Years

Sanctum PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Shiv Gupta

Founded In (year)

2016

Sanctum Portfolio Management Service Performance or Returns

1 Year Return

-0.65%

Nifty 50 - 1 Year Return

-4.04%

3 Year Return

8.91%

Nifty 50 - 3 Year Return

11.20%

5 Year Return

9.08%

Nifty 50 - 5 Year Return

11.60%

Sanctum PMS Commission, Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (if above 12% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Sanctum Portfolio Management Services

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

Strategy Name Indian Titans Indian Olympians
Start Date 18-Nov-16 16-Sep-16
Category MULTI CAP & FLEXI CAP Large Cap
Benchmark S&P BSE 500 TRI Nifty 50 TRI
AUM (Rs.) Rs.142.71 Cr. Rs.64.27 Cr.
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return -1.65% 0.35%
3 Yr. Return 8.64% 9.17%
5 Yr. Return 9.60% 8.56%
Fund Manager Mr. Hemang Kapasi Mr. Hemang Kapasi

Top Fund Managers of Sanctum PMS

#1

Mr. Hemang Kapasi

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Sanctum Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Sanctum 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

Sanctum PMS Dashboard Link

Web Platform


Sanctum PMS Review or Ratings by Finec.in

Overall Rating

7.51 / 10

Portfolio Performance

7.66 / 10

Support

7.47 / 10

Facilities

7.70 / 10

Charges

7.40 / 10

Experience

7.32 / 10

Sanctum Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005067

Contact Person

Shiv Gupta

Telephone No.

022 6177 9500

Address

CoWrks, Level 3, Birla Centurion, Century Mills Compound, Pandurang Budhkar Marg, Worli, Mumbai - 400030

Starting Date

Mar 21, 2016

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Sanctum PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Sanctum Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Sanctum PMS

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