Shade 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, Shade 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.69.14 Cr.
Avg. 1 Year Return 12.55%
Active Clients 35
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 13 Years

Shade Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

New Delhi, Delhi

Founder

Mahim Mehta

Founded In (year)

2011

Shade Capital Portfolio Management Service Performance or Returns

1 Year Return

12.55%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

15.54%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

11.24%

Nifty 50 - 5 Year Return

11.52%

Shade Capital PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

2% of Fund Value

Variable Profit Sharing

10% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Shade Capital Portfolio Management Services

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

Strategy Name Value 1st
Start Date 23-Feb-12
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 30
1 Yr. Return 65.79%
3 Yr. Return 24.79%
5 Yr. Return 19.63%
Fund Manager Not Disclosed

Top Fund Managers of Shade Capital PMS

#1

Mr. Jagvir Singh Fauzdar

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Shade Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Shade 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 7 Working days

Shade Capital PMS Dashboard Link

Web Platform


Shade Capital PMS Review or Ratings by Finec.in

Overall Rating

6.95 / 10

Portfolio Performance

6.92 / 10

Support

7.09 / 10

Facilities

6.85 / 10

Charges

6.78 / 10

Experience

7.12 / 10

Shade Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000004185

Contact Person

Umapati

Email ID

amrish.garg@shadecapital.in

Telephone No.

011 2693 2901

Address

C-70 Panchsheel Enclave, NEW DELHI, NATIONAL CAPITAL TERRITORY OF DELHI, 110065

Starting Date

Jan 02, 2015

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Shade Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Shade Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Shade Capital PMS

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