Tradeswift 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, Tradeswift 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.33.57 Cr.
Avg. 1 Year Return 0.17%
Active Clients 48
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 2 Year

Tradeswift PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Jaipur, Rajasthan

Founder

Sandeep Kumar Jain & Nishant Jain

Founded In (year)

2023

Tradeswift Portfolio Management Service Performance or Returns

1 Year

0.17%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Tradeswift PMS Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

1.75% of Fund value

Variable Profit Sharing

NA

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.50%

Exit Load 3rd Year

1.00%


Best Strategies by Tradeswift Portfolio Management Services

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

Strategy Name MULTI ASSET
Start Date 6-Mar-24
Category MULTI ASSET
Benchmark NSE Multi Asset Index 2
AUM (Rs.) 41.52
No. of Stocks NA
1 Yr. Return 0.17%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr Manish Agarwal

Top Fund Managers of Tradeswift PMS

#1

Mr Manish Agarwal

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Investment Facilities provide by Tradeswift Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Tradeswift 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

Tradeswift PMS Dashboard Link

Web Platform


Tradeswift PMS Review or Ratings by Finec.in

Overall Rating

8.26 / 10

Portfolio Performance

8.47 / 10

Support

8.14 / 10

Facilities

8.22 / 10

Charges

8.05 / 10

Experience

8.43 / 10

Tradeswift Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008446

Contact Person

Mr. Nishant Jain

Telephone No.

0141-4050505

Address

4th Floor, Baid House,1, Tara Nagar, Ajmer Road ,Jaipur - 302 006 Rajasthan

Starting Date

45273

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Tradeswift PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Tradeswift Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Tradeswift PMS

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