Tamohara 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, Tamohara 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.291.44 Cr.
Avg. 1 Year Return 22.67%
Active Clients 319
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 23 Years

Tamohara PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Deepak Singh Tanwar

Founded In (year)

2001

Tamohara Portfolio Management Service Performance or Returns

1 Year Return

22.67%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

24.16%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

10.57%

Nifty 50 - 5 Year Return

11.52%

Tamohara PMS Commission, Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

1.00%


Best Strategies by Tamohara Portfolio Management Services

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

Strategy Name TLES TIOS TRUFFLE Q
Start Date 06-Oct-15 18-Mar-16 23-Apr-21 10-Jun-22
Category Small & Mid Cap Multi Cap Flexicap Multi Cap
Benchmark S&P BSE 500 Nifty 50 S&P BSE 500 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 22 24 21 23
1 Yr. Return 19.26% 19.71% 30.20% 24.28%
3 Yr. Return 19.48% 16.92% NA NA
5 Yr. Return 14.62% 13.29% NA NA
Fund Manager Mr. Sheetal Malpani Mr. Sheetal Malpani Ms. Harini Dedhia Mr. Sheetal Malpani

Top Fund Managers of Tamohara PMS

#1

Mr. Sheetal Malpani

#2

Ms. Harini Dedhia

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Tamohara Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.25% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Tamohara Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Tamohara PMS Dashboard Link

Web Platform


Tamohara PMS Review or Ratings by Finec.in

Overall Rating

7.25 / 10

Portfolio Performance

7.21 / 10

Support

7.40 / 10

Facilities

7.14 / 10

Charges

7.07 / 10

Experience

7.43 / 10

Tamohara Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008020

Contact Person

Rajesh Kodnaney

Email ID

rajesh@tamohara.net

Telephone No.

022 9769644474

Address

A 71,Floor 7,Plot 228,Mittal Chambers, Barrister Rajani Patel Marg, Nariman Point, MUMBAI, MAHARASHTRA, 400021

Starting Date

Aug 07, 2015

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Tamohara PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Tamohara Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Tamohara PMS

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