Standard Chartered 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, Standard Chartered 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.328.53 Cr.
Avg. 1 Year Return 24.00%
Active Clients 194
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 16 Years

Standard Chartered PMS - Company Overview

Category

Portfolio Management

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Saurabh Jain

Founded In (year)

1994

Standard Chartered Portfolio Management Service Performance or Returns

1 Year Return

24.00%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

26.29%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

13.17%

Nifty 50 - 5 Year Return

11.52%

Standard Chartered PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

1.50%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.50%


Best Strategies by Standard Chartered Portfolio Management Services

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

Strategy Name Long Term Value Compounder
Start Date 31-Jan-11
Category Large Cap
Benchmark Nifty 50
AUM (Rs.) Rs.275.50 Cr.
No. of Stocks 21
1 Yr. Return 31.72%
3 Yr. Return 19.24%
5 Yr. Return 18.09%
Fund Manager Mr. Mitesh Dalal

Top Fund Managers of Standard Chartered PMS

#1

Mr. Mitesh Dalal

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Standard Chartered Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

1.5% within 1st Year

Standard Chartered 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 5 Working days

Standard Chartered PMS Dashboard Link

Web Platform


Standard Chartered PMS Review or Ratings by Finec.in

Overall Rating

7.30 / 10

Portfolio Performance

7.26 / 10

Support

7.45 / 10

Facilities

7.19 / 10

Charges

7.12 / 10

Experience

7.48 / 10

Standard Chartered Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000003542

Contact Person

NA

Telephone No.

022 6601 2424

Address

Customer Care Unit, 19, Rajaji Salai, Chennai 600 001.

Starting Date

Jan 18, 2016

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Standard Chartered PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Standard Chartered Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Standard Chartered PMS

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