Stallion Asset PMS is a portfolio management company that best creates wealth in the equity markets.

The company provides the best PMS services to help you capitalize and navigate the Indian equity markets.

Being a client-centric firm, Stallion Asset Portfolio Managers add significant value to clients and provide them with the best investment experience.

Stallion Asset has an AUM of 1,237.00 Cr, and PMS House started in 2005. Let’s learn more about Stallion Asset portfolio management.

Total AUM Rs.1,237.00 Cr.
Avg. 1 Year Return 34.10%
Active Clients 933
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 6 Years

Stallion Asset PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Amit Jeswani

Founded In (year)

2018

Why Invest in Stallion Asset PMS?

Stallion Asset PMS is one of the premium service providers, and its performance and support system are the key reasons behind it.

Let me know some critical reasons behind investing in Stallion Asset Portfolio Management Services.

  • The organization’s headquarters is in Mumbai, also known as financial capital, and has more than 700 clients in the country.
  • They are investing in four main sectors, i.e. Pharma, Consumer Tech, consumer discretionary and financials. All of these sectors are posing excellent performance for the investors.
  • Their in-depth research abilities have enabled them to provide tailor-made investment solutions to investors and help them create wealth for them.
  • Stallion Asset investment facilities allow the investor to customize their strategy, and they can reach out to their RM and fund manager if there is any issue.

Stallion Asset has been providing valuable advice to investors since its inception. Reaching out to them will help ensure your money is in safe hands.

Stallion Asset Portfolio Management Service Performance or Returns

1 Year Return

34.10%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

29.30%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

To know about Stallion Assets PMS returns or performance, you can compare them with Nifty-50 benchmarks.

The first-year performance of Stallion Asset is 34.10%, and the Nifty-50 return for the first year return is 10.74%.

The Stallion Assets’ second-year performance is 29.30%, and the Nifty-50 performance for the second year is 20.15%.

As the organization has just completed its five years, we must account for Stallion Asset’s five-year performance. There is speculation that Stallion Asset will perform well again.

Stallion Asset PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Stallion Asset PMS Commission structure is essential for all investors. You should know where you are investing your money and their charges for providing you with the services.

The fixed fee for Stallion Asset is 2.5% of the AMC of fund value. Stallion Asset variable AMC is 1.5% of the fund value.

Its variable profit sharing is 15% if the profit exceeds 10%. The company allows investors to exit early if the exit load for the first year is 2%.

Once the first year is completed, the investor does not need to pay anything for the exit. Also, the Stallion Asset fee structure is crystal clear and helpful for people looking for a stable solution.


Best Strategies by Stallion Asset Portfolio Management Services

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

Strategy Name Core Fund
Start Date 22-Oct-18
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1,107.22 Cr.
No. of Stocks 29
1 Year Return 74.39%
3 Yr. Return 28.75%
5 Yr. Return 31.20%
Fund Manager Mr. Amit Jeswani

Like any other PMS House, Stallion Asset also offers a strategy for wealth creation. The Stallion Asset Portfolio Manager’s Strategy is known as the Core Fund. Let’s learn more about it.

Core Fund

The strategy was introduced on 22nd October 2018 and catered to the multi-cap category of the stocks. The Assets under management for Core Fund are 1,107.22 Cr, and they invest in about 29 funds.

Investing in 29 funds nullifies their risk and can bring great returns for them. For the first year, the returns were 74.39%; for the three-year investment, the returns accounted for 28.75%.

Mr. Amit Jeswani works as a fund manager for Stallion Asset. The strategy is known to be performing well and has impressed many investors with its consistent performance.

Top Fund Managers of Stallion Asset PMS

#1

Mr. Amit Jeswani

#2

NA

#3

NA

#4

NA

#5

NA

The fund manager is the soul of any PMS company, and Mr Amit Jeswani is Stallion Asset’s founder and fund manager. Let’s know more about them:

Mr Amit Jeswani

Mr Amit Jeswani has over 15 years of experience working in the Capital market. His interest was very much inspired by his father, who was a stockbroker.

From a very young age, he started showing interest in finance-related sectors. In the past, he has worked with many financial groups and then founded Stallion Asset.

His strategies are based on making your investment in growth consumer-facing companies, which allows organizations to grow much faster than the Indian economy.

In his academics, he has earned a wealth of financial expertise; Mr Jeswani holds dual charters as a Chartered Financial Analyst (Virginia, USA) and a Chartered Market Technician (New York, USA).

His academic background includes a degree in Business with a focus on finance from Kingston University, London.

He is the Stallion Asset portfolio fund manager and has devised its strategies and company fundamentals per the current market scenario.


Stallion Asset Portfolio Managers SWOT Analysis

The SWOT analysis for Stallion Asset Portfolio Management is listed below. We have made it as detailed as possible for the readers. Have a look:

Strength

  • There are no exit charges after the first year of investment. If any investor chooses to withdraw their investment within a year of investment, then it will be 2%. For the subsequent years, it will be nil.
  • The support deck of the Stallion Asset has all the essential features for the investor. Especially if the investor is a newbie and wishes to interact personally with the fund manager, they can go forward for the same.
  • Investors can customize their strategy and even switch it.
  • Within five years of starting the company, the organization has achieved an AUM of 709.85 Cr, one of the best in the industry.
  • Stallion Asset offers 34.10% returns for users in the first year.

Weakness

  • The minimum investment required to opt for Stallion PMS is 50 lakhs, which is enormous.
  • The exit load for the first year is 2%, which is relatively high. It can motivate beginners to invest their money in Stallion Asset.
  • The company has only a single fund manager. It raises many questions about his accuracy, as no one can counter.

Opportunities

  • PMS House should involve more strategies so that clients can have options to choose from.
  • Employing more Fund managers will also be a viable solution so personalized services can be provided to everyone.
  • Query resolving TAT should be reduced as the seven days are too long.

Threats

  • Many experienced PMS companies are working in the domain and providing consistent returns to investors.
  • Investors fear investing in the Indian market because of stock market instability.
  • International political unrest also has a significant impact on Indian sentiment, and a situation like a pandemic and war can have a substantial effect on the market performance.

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Investment Facilities provided by Stallion Asset Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

You should know about their investment facilities if you consider opting for Stallion Asset PMS. First, the PMS company allows investors to customize the strategy used for their investment.

They even let the investor switch their strategy at a reasonable cost of 0.75% of the fund value. The NRIs are also eligible to invest in Stallion Asset.

Discretionary as well as non-discretionary investors are allowed. If the investor chooses to leave the Stallion Asset PMS services within a year, they can do so at 2% of the fund value.

The above-stated Stallion Asset portfolio management features have served at their best to the investors.

Stallion Asset Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 7 Working days

The Stallion Asset portfolio management services offer robust support to its investors. They ensure that every investor’s doubt is adequately answered.

They provide chat, email and call support to all of their investors. We also offer dedicated RM support to the investors.

They can contact the fund manager if any investor still needs any clarification. Also, know that the timeline for the query resolution is just seven days.

However, we answer all investor queries within the stipulated timeframe.

Stallion Asset PMS Dashboard Link

Web Platform

The Stallion Asset PMS Dashboard link is sent to all the applicants in the confirmation email. Investors can log in to their accounts from the dashboard link.

The link can be accessed from any location; you need an internet connection and a system.

Stallion Asset dashboard provides investors with deep insights into their investments, industry trends, investment performance, etc.

Whenever you have any queries about your investment, reach out to your dashboard for details.


Stallion Asset PMS Login

The Stallion Asset PMS login procedure is pretty simple. You must hit on the dashboard link and fill in your email, user code, and password.

Once you have filled out the credentials, you can access the dashboard. We share the login details with all applicants once we confirm their account with Stallion Asset.

Also, ensure you do not share the login details with anyone else, as all your investment details are in your account.

The investor can log in every few days to see their money returns and how Stallion Asset aligns its strategies with the market. If there are any queries, feel free to contact your RM.

Stallion Asset PMS Review or Ratings by Finec.in

Overall Rating

7.69 / 10

Portfolio Performance

7.88 / 10

Support

7.84 / 10

Facilities

7.65 / 10

Charges

7.50 / 10

Experience

7.57 / 10

Stallion Asset Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006129

Contact Person

Yash Agrawal

Email ID

yashagrawal@stallionasset.com

Telephone No.

022 9769953339

Address

1406A Brighton Tower, Road No-2, Lokhandwala Complex, Andheri West, MUMBAI, MAHARASHTRA, 400053

Starting Date

Aug 31, 2018


How to Invest in Stallion Asset PMS?

To invest in Stallion Asset PMS, you should know their application procedure. First, you should know their eligibility criteria, which is listed below:

  • The individual applying for the PMS should be at least 18 years old.
  • They should have Indian citizenship. Stallion Asset allows NRIs to invest in their services, too.
  • The minimum investment required for Stallion Asset PMS solutions is 50 lakhs.

Suppose you fulfil the above-listed eligibility criteria for Stallion Asset. In that case, you can proceed forward by tapping the “Invest as PMS” button.

On hitting the tab, a form will open. Please fill it out and submit it. You will receive a call from the company executive and will be asked to provide some documents.

The documents you need to send will be a POA, PMS Agreement, Demat account, Address proof and PAN number.

All of these documents are necessary to start the onboarding procedure. Once all documents are submitted, the team will begin working on your profile.

A dedicated RM will get in touch with you and will help you out with your account with Stallion Asset. Upon confirmation of your application, you will receive an email with the login details.

The application procedure for Stallion Asset is detailed and can be completed in a few days.

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Stallion Asset PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Stallion Asset Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


Stallion Asset PMS – Conclusion

The Stallion Asset is one of the best portfolio management services and has received more than seven ratings from Finec in all fields.

Their full-fledged support department provides the required services to the investors within the stipulated time frame.

Stallion Asset PMS also allows investors to explore their investment facilities as they provide the best through their platform.

Their fund manager, Mr. Amit Jeswani, is quite optimistic about the organization’s strategies.

Although the company has recently started their operations in the industry, it ensures that every investor receives the best services.


FAQs on Stallion Asset Portfolio Managers

Here is the list of FAQs related to the Stallion Asset Portfolio Management Services.

Which is the Best Strategy for Stallion Asset PMS?

The Stallion Asset implies only a single strategy known as the Core Strategy. The strategy has brought significant returns and is speculated to continue getting impressive returns.

What is the Minimum Investment in Stallion Asset PMS?

Every investor must invest at least 50 lakhs working with the Stallion Asset.

What is the Return of Stallion Asset PMS?

The average return for Stallion Asset PMS is 34.10%. Their returns are impressive, and I look forward to joining them soon.

Is Stallion Asset Portfolio Management good?

Yes, the firm has worked at its best for five years. PMS House has maintained an AUM of 709.85 Cr. More than 700 clients are already working with Stallion Asset.

What is the fixed commission of Stallion Asset PMS?

Stallion Asset PMS fixed fees are 2.5% of the fund value.

Is a Demat account mandatory for Stallion Asset Portfolio Managers?

Investors must have a Demat account to work with Stallion Asset PMS.

What are the Exit Charges of Stallion Asset Portfolio Management?

Stallion Asset PMS exit charges for the first year are 2%. For second and third years, it is 0%.

Who are the current fund managers of Stallion Asset PMS?

Mr Amit Jeswani is serving the Stallion Asset PMS as a fund manager.

What is the AUM of Stallion Asset Portfolio Management Service?

Asset under management for Stallion Asset PMS service is 709.85 Cr.

Do Stallion Asset Portfolio Managers Charge Variable Commissions?

Stallion Asset PMS variable AMC is 1.5% of the fund value.


 

Customer ratings and reviews of Stallion Asset PMS

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