Satco 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, Satco 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.70.99 Cr.
Avg. 1 Year Return 31.67%
Active Clients 82
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 30 Years

Satco PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

S T Gerela

Founded In (year)

1994

Satco Portfolio Management Service Performance or Returns

1 Year Return

31.67%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

30.60%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

16.44%

Nifty 50 - 5 Year Return

11.52%

Satco PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

Flat 20% of Profit

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Satco Portfolio Management Services

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

Strategy Name Growth and Momentum
Start Date 01-Jan-12
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 23
1 Yr. Return 31.67%
3 Yr. Return 30.60%
5 Yr. Return 16.44%
Fund Manager Mr. Kaushik Dani

Top Fund Managers of Satco PMS

#1

Mr. Kaushik Dani

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Satco Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.25% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Satco 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 7 Working days

Satco PMS Dashboard Link

Web Platform


Satco PMS Review or Ratings by Finec.in

Overall Rating

6.99 / 10

Portfolio Performance

6.96 / 10

Support

7.13 / 10

Facilities

6.89 / 10

Charges

6.82 / 10

Experience

7.16 / 10

Satco Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000003492

Contact Person

Nehal Kothari

Email ID

info@satcowealth.com

Telephone No.

022 2645 6677

Address

17, NOBLE CHAMBERS, GROUND FLOOR, OPP. JANMABHOOMI PRESS, , JANMABHOOMI MARG, FORT,, MUMBAI, MAHARASHTRA, 400001

Starting Date

Aug 17, 2015

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Satco PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Satco Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Satco PMS

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