SVAN Investment PMS or Portfolio Management – Returns, Charges, Support & more
SVAN Investment 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, SVAN Investment 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.991.64 Cr. |
| Avg. 1 Year Return | 11.32% |
| Active Clients | 178 |
| No. of Strategies | 1 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 2 Year |
SVAN Investment PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
SVAN Investment Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
SVAN Investment 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 SVAN Portfolio Management Services
Check out various strategies or Investment approaches provided by SVAN Portfolio Managers.
| Strategy Name | Velocity |
| Start Date | 19-Jul-23 |
| Category | SMALL & MID CAP |
| Benchmark | S&P BSE 500 |
| AUM (Rs.) | 216.16 |
| No. of Stocks | NA |
| 1 Yr. Return | 11.32% |
| 3 Yr. Return | NA |
| 5 Yr. Return | NA |
| Fund Manager | Mr Sachin Kasera |
Top Fund Managers of SVAN Investment PMS
#1
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Investment Facilities provide by SVAN Investment Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
SVAN Investment Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
SVAN Investment PMS Dashboard Link
Web Platform
SVAN Investment PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
SVAN Investment Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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SVAN Investment PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with SVAN Investment Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof