Shree Rama Managers PMS or Portfolio Management – Returns, Charges, Support & more
Shree Rama Managers 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, Shree Rama Managers 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.203.96 Cr. |
| Avg. 1 Year Return | 10.15% |
| Active Clients | 228 |
| No. of Strategies | 4 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 3 Year |
Shree Rama Managers PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Shree Rama Managers Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Shree Rama Managers PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Shree Rama Portfolio Management Services
Check out various strategies or Investment approaches provided by Shree Rama Portfolio Managers.
| Strategy Name | Lakshmi Plan | Vriddhi Plan | Wealth Builder Plan | Dynamic Plan |
| Start Date | 2-May-22 | 2-May-22 | 8-Apr-22 | 6-Apr-23 |
| Category | MULTI CAP & FLEXI CAP | MULTI CAP & FLEXI CAP | MULTI ASSET | MULTI ASSET |
| Benchmark | S&P BSE 500 | S&P BSE 500 | NSE Multi Asset Index 2 | NSE Multi Asset Index 2 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | NA | NA | NA | NA |
| 1 Yr. Return | 14.63% | 16.62% | 9.22% | 0.14% |
| 3 Yr. Return | NA | NA | 15.43% | NA |
| 5 Yr. Return | NA | NA | NA | NA |
| Fund Manager | Mr. Abhishek Basumallick | Mr. Abhishek Basumallick | Mr Mohit Beriwala | Mr Mohit Beriwala |
Top Fund Managers of Shree Rama Managers PMS
#1
#2
Check out Business Opportunities with Similar Brands
Investment Facilities provide by Shree Rama Managers Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Shree Rama Managers Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Shree Rama Managers PMS Dashboard Link
Web Platform
Shree Rama Managers PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Shree Rama Managers Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
Check out Business Opportunities with Similar Brands
Shree Rama Managers PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Shree Rama Managers Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof