Sharekhan 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, Sharekhan 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.290.82 Cr.
Avg. 1 Year Return 27.64%
Active Clients 1760
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 24 Years

Sharekhan PMS - Company Overview

Category

Portfolio Management

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Jaideep Arora

Founded In (year)

2000

Sharekhan Portfolio Management Service Performance or Returns

1 Year Return

27.64%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

21.02%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

10.84%

Nifty 50 - 5 Year Return

11.52%

Sharekhan PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

2% of Fund Value

Variable Profit Sharing

18% (if above 20% )

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Sharekhan Portfolio Management Services

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

Strategy Name Prime Picks
Start Date 25-Jun-18
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 30
1 Yr. Return 48.80%
3 Yr. Return 22.18%
5 Yr. Return 17.28%
Fund Manager Mr. Gaurav Dua

Top Fund Managers of Sharekhan PMS

#1

Mr. Gaurav Dua

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Sharekhan Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.3% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Sharekhan 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

Sharekhan PMS Dashboard Link

Web Platform


Sharekhan PMS Review or Ratings by Finec.in

Overall Rating

7.03 / 10

Portfolio Performance

6.99 / 10

Support

7.17 / 10

Facilities

6.92 / 10

Charges

6.85 / 10

Experience

7.21 / 10

Sharekhan Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005786

Contact Person

NA

Email ID

pms@sharekhan.com

Telephone No.

022 6226 3242

Address

10th Floor , Beta Building , Lodha I think Techno Campus,off JVLR, opp Kanjurmarg Railway Station, Kanjurmarg East, MUMBAI, MAHARASHTRA, 400042

Starting Date

Aug 02, 2017

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Sharekhan PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Sharekhan Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Sharekhan PMS

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