Torus Oro 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, Torus Oro 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.127.49 Cr.
Avg. 1 Year Return -5.23%
Active Clients 54
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 3 Years

Torus Oro PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Sam Ghosh & Nitin Agrawal

Founded In (year)

2023

Torus Oro Portfolio Management Service Performance or Returns

1 Year

-5.23%

Nifty 50 - 1 Year

-4.04%

3 Year

16.05%

Nifty 50 - 3 Year

11.20%

5 Year

14.15%

Nifty 50 - 5 Year

11.60%

Torus Oro PMS Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

1% of Fund value

Variable Profit Sharing

15% (Profit Sharing above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Torus Oro Portfolio Management Services

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

Strategy Name All Weather Portfolio Alpha Compounders Alpha Value
Start Date 01-Nov-22 01-Nov-22 13-Mar-24
Category Mid & Large Cap MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500 TRI S&P BSE 500 TRI S&P BSE 500 TRI
AUM (Rs.) Rs.13.72 Cr. Rs.29.42 Cr. Rs.1.93 Cr.
No. of Stocks 21 25 25
1 Yr. Return -8.86% -9.48% 2.66%
3 Yr. Return 18.46% 13.64% NA
5 Yr. Return 14.15% NA NA
Fund Manager Mr. Ankit Doshi Mr. Hemal Shah Mr. Hemal Shah

Top Fund Managers of Torus Oro PMS

#1

Mr. Hemal Shah

#2

Mr Vaibhav Shah

Check out Business Opportunities with Similar Brands

Investment Facilities provide by Torus Oro Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

0.7% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Torus Oro 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 7 Working days

Torus Oro PMS Dashboard Link

Web Platform


Torus Oro PMS Review or Ratings by Finec.in

Overall Rating

7.18 / 10

Portfolio Performance

7.14 / 10

Support

7.32 / 10

Facilities

7.07 / 10

Charges

7.00 / 10

Experience

7.36 / 10

Torus Oro Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008251

Contact Person

Mr.Nitin Agrawal

Telephone No.

91-022-69243000

Address

2nd floor, ICC Chambers II, Saki Vihar Road, ,Near MTNLoffice,Powai,MUMBAI,MAHARASHTRA,400072

Starting Date

45161

Check out Business Opportunities with Similar Brands

Torus Oro PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Torus Oro Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Torus Oro PMS

Double your Investment in 3 YearsInvest in PMS