Sowilo PMS or Portfolio Management – Returns, Charges, Support & more
Sowilo 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, Sowilo 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.166.05 Cr. |
| Avg. 1 Year Return | 1.63% |
| Active Clients | 140 |
| No. of Strategies | 2 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 2 Year |
Sowilo PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Sowilo Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Sowilo 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 Sowilo Portfolio Management Services
Check out various strategies or Investment approaches provided by Sowilo Portfolio Managers.
| Strategy Name | Multicap Fund | Target Return Investment Fund |
| Start Date | 26-Jun-23 | 26-Jun-23 |
| Category | MULTI CAP & FLEXI CAP | SMALL & MID CAP |
| Benchmark | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed |
| No. of Stocks | NA | NA |
| 1 Yr. Return | 2.11% | 1.15% |
| 3 Yr. Return | NA | NA |
| 5 Yr. Return | NA | NA |
| Fund Manager | Mr Sandip Agarwal | Mr Sandip Agarwal |
Top Fund Managers of Sowilo PMS
#1
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Investment Facilities provide by Sowilo Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Sowilo Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Sowilo PMS Dashboard Link
Web Platform
Sowilo PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Sowilo Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Sowilo PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Sowilo Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof