Boost your portfolio with Unique PMS and enjoy a unique investment journey with unmatched strategies and personalized solutions.

Unique Portfolio Managements’ innovative options are designed to match your financial goals with safety.

The Mumbai-based Unique Asset Management LLP started its journey in 2019. And within a short period, the PMS body achieved huge claps from investors.

By creating investment strategies specifically targeted to your financial objectives, risk tolerance, and preferences, Unique earned an AUM of Rs.2,163.81 crore.

Over the years, market volatility, fund allocation, and risk appetite have discouraged some short-term investors.

So, step into Unique Portfolio Managers to open the world of unparalleled investment possibilities.

Total AUM Rs.2,163.81 Cr.
Avg. 1 Year Return 41.38%
Active Clients 653
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 5 Years

Unique PMS - Company Overview


Portfolio Management

Organization Type


Head Office

Mumbai, Maharashtra


Ketan Gopani, Sunil Kothari

Founded In (year)


Why Invest in Unique PMS?

There are several reasons to invest in Unique Portfolio Management Services, from finding strong businesses to unique fund strategies.

  • The fund managers have a strong grip on customized solutions. The firm started its journey to fill the gap of custom products in PMS management.
  • They invest your valuable money in a partner, which means it always goes through multiple data analyses before fund allocation.
  • Fund managers anticipate market positioning after considering enough margin for error. Thus, it protects your assets in highly adverse weather.
  • Unique not only uses virtual data but they connect with ground visits. The team consults with top management and attends seminars to understand the potential.
  • They value every penny with micro-level analysis.

Unique Portfolio Management Service Performance or Returns

1 Year Return


Nifty 50 - 1 Year Return


3 Year Return


Nifty 50 - 3 Year Return


5 Year Return


Nifty 50 - 5 Year Return


Explore Unique PMS returns where the value of your finance is deeply understood and cultivated.

Within the goal of investment strategies, Unique ensures good returns without compromising on risk management.

If you want to get insights into its recent performances, you can see that it has achieved remarkable growth in the past few years.

Within the last year alone, an impressive increase of 41% has been completed. However, it overshadows Nifty 50’s 10% return for the same period.

Now, extend this analysis to a 3-year horizon and see Unique boasting a growth of 38%. Again, it comfortably surpasses Nifty 50’s 20% growth.

Overall, the PMS body represents astonishing growth with its four-year journey. We can check at five years of development by the end of FY 23-24.

The remarkable achievement undoubtedly reflects Unique Asset Management’s commitment and exceptional performance.

Unique PMS Commission, Charges or Fees

Fixed Fees

1.5% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year


Exit Load 2nd Year


Exit Load 3rd Year


Keeping short-term investors in mind, Unique PMS charges fees lower than its rivals. The PMS house applies a fixed fee of 1.5% of the fund’s value.

A variable AMC fee of 1.0% of the fund’s value is included. Including that model, there is an opportunity for profit sharing, set at 20% in case the portfolio generates more than 80% profit.

To put it in number perspective, an investor with Rs.1,00,000 amount has to pay a fixed fee of Rs.1,500. On the other side, for variable portfolio management, the charge is Rs.1,000.

If you think about liquidity, exit load is a matter of concern. Unique Portfolio Management exit load for the first year stands at 3%, followed by a reduced 2% in the second year.

Unfortunately, there is no relief for 3rd year; you can withdraw after paying a 1% charge. Critics demand to reduce exit loads as it opens doors for many new investors.

A clear view of fee structure is essential as it helps firms make a professional-like decision in portfolio management.

Best Strategies by Unique Portfolio Management Services

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

Strategy Name Focused Fund Strategic Fund
Start Date 20-Dec-19 20-Dec-19
Category Flexicap Flexicap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.752.84 Cr. Rs.1,266.67 Cr.
No. of Stocks 17 25
1 Year Return 18.77% 64.44%
3 Year Return 17.46% 40.94%
5 Year Return NA NA
Fund Manager Not Disclosed Not Disclosed

If you want to understand the Unique Portfolio Manager strategy, it has two client-friendly approaches. It contains the Focused Fund Strategy and the Strategic Fund Strategy.

Both are designed for specific income goals and risk appetite.

Focused Fund Strategy

Under the Focused Fund strategy, Unique’s fund managers select a group of high-potential stocks with low risk.

They pick a limited number of stocks after in-depth analysis and close monitoring. Since its inception in 2019, this strategic fund has managed an AUM of Rs.752.84 crores.

However, Focused Fund has an impressive return of 18.77% in one year and almost a 17.46% return in three years.

The fund managers follow a ‘Bottom-up’ investment style to ensure maximum utilization of funds with minimum waste.

A ‘Focused Fund Strategy’ contains large, mid and small caps, but a Unique strategy does not allow large-cap funds.

At Unique Asset Management, they understand that clients have less time to spend on the same screen to pick the best funds in this fast-moving world.

To fill this gap, the Focused Fund Strategy targets to specify the most productive holdings of 10-15 funds.

Unique Strategic Fund

This Flexi cap fund started its journey in 2019, and Mr Sunil Kothari is this section’s leader and fund manager.

However, the fund aims to scan mid-cap and small-cap funds for your fund allocation. This strategy has also delivered positive results since its inception.

For example, a Unique strategic fund generates a return of 64.44% for the first year within 25 stocks.

Its product line may be short but small and fruitful due to fund managers’ skills and prudent decisions.

Sunil Kothari’s strategic fund currently regulates an asset of Rs.1,266.67 crore. The PMS house set an investment horizon of 5 to 7 years between it.

Mr. Kothari’s strategy provides long-term fundamental value. In addition, their focus extends to solid leadership and strong management.

The research team tried to list companies based on the best leadership in the industry and the potential firm’s funding.

Under a disciplined approach to valuation, this firm always seeks to buy stocks below fair prices. This portfolio consists of carefully selected 20-25 businesses.

And it is customized to achieve enough diversification and risk management.

Top Fund Managers of Unique PMS


Mr. Ketan Gopani


Mr. Sunil Kothari







Within the launch of four years, the Unique PMS fund managers started to mint an attractive return of 26% (Focused Fund) and 56% (Strategic Fund).

So, it is clear that fund managers like Mr. Sunil Kothari and Mr. Ketan Gopani’s secret sauce are here to achieve such a huge milestone.

Ketan Gopani

With rich experience over two decades, Mr Ketan Gopani is the perfect voice for the PMS house. He is one of the main pillars of Unique portfolio management.

His unparalleled fund management and investment strategy expertise has helped achieve Rs.1800 crores AUM.

Before starting the Unique journey, Mr. Gopani held many serious positions in various financial firms. So, it brushed up his skills in equity research and portfolio management.

Ketan’s strategy is deeply rooted in fundamental analysis. It allows him to identify promising investment opportunities amid tough competition.

Sunil Kothari

Mr. Sunil Kothari is a CA degree holder and a popular name in quality research. Before starting his venture, “Unique”, Kothari proved his skills in multiple firms.

So, he brought a wealth of experience in Unique Portfolio management. By working with a prominent organization, Mr Kothari achieved significant experience in fund allocation and market research.

His advanced team is always in search of potential funds in the market. His dedication to informed decision-making is reflected in Unique’s investment strategies.

Thus, he is also ensuring new clients benefit from his extensive expertise. Together, Mr Kothari and Mr. Gopani’s talent drive Unique’s commitment to excellence and deliver exceptional value.

Unique Portfolio Managers SWOT Analysis

Here is the SWOT Analysis on Unique Portfolio Management.


  • A strong return from 1 year to 3 years.
  • Diversified portfolio presence from small to mid-cap funds ( 20 to 25 businesses).
  • Funds allocation transparency and 0% manipulation.
  • Easy to use and affordable price policy.
  • Portfolio customization offer.


  • Lack of association with top-notch products of a third party ( Rivals and New PMS invest hugely in this gap).
  • Penalty on Exit load may discourage short-term investors.
  • The reporting capability is not so professional; rivals have better flexibility.


  • Growing demand for personalized investment strategies in the PMS sector.
  • Modification or adaptations of cloud-based PMS.
  • Expansion to new markets or reduce the exit load for new investors.


  • The market is growing but remains competitive.
  • The economic meltdown of a continuous recession could bring adverse results.
  • Regulatory norms and cyberattacks are a significant problem.

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Investment Facilities provided by Unique Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1% of Fund Value

NRI Investment





Not Allowed

Early Exit


Early Exit Charges

3% within 1st Year

Understanding Unique Portfolio Management features is equally important to elevate your portfolio to the next level.

There is a no-switching strategy free of cost. So, you have to pay a charge of 1% of fund value while switching strategy.

However, it is good that only two strategies are under the Unique Asset Management. It helps to make sure everything is clear about multiple product lines.

As we discussed, Unique PMS started its journey to fill the gap of personalized solutions in the PMS sector.

It understands investors have less time for market research but eagerly await their goal-oriented solutions.

Unique Asset extends a warm welcome to Non-Resident Indians (NRIs). It expands their area of client base.

Investors have easy exit options. However, it comes with a 3% charge of fund value. In figures, if your investment amount is Rs.1,00,000, make your exit fee Rs.3,000.

As a member of Unique, you can choose a discretionary portfolio management mode. It grants fund managers the ability to make positive decisions on your behalf.

Unique Asset Management strategic offerings, expert guidance, and commitment to meeting diverse investor needs are growth secrets.

So, with the help of Unique Portfolio Managers, control your financial landscapes with confidence.

Unique Portfolio Management Support

Call Support


Email Support


Chat Support

Not Available

Dedicated RM Support


Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

At Unique Portfolio Management Services, client satisfaction is the final goal of the initiative. So, the asset management house has multiple channels to communicate and guide the clients.

Unique PMS offers a dedicated team of customer care executives to solve every concern swiftly. In addition, they have a cadre of skilled and professional Relationship Managers (RMs).

This energetic team is always ready to support clients so that they can make instant decisions about portfolio management.

If you need in-depth questions, you can get help from email channels. They are best for detailed analysis with supporting documents as proof.

With a focus on excellent customer support, Unique Asset Management is a reliable partner in the journey towards financial success.

Unique Asset Management has top-notch communication channels from account management to investment decisions.

Moreover, the professional and supportive steps of Unique Asset reflect its commitment to empowering clients.

Unique PMS Dashboard Link

Web Platform

If you want to join streamlined Portfolio management, the Unique PMS dashboard is your gateway. It is designed to provide you with all essential tools under one click.

From detailed insights into portfolio offerings to error-free management of holdings, this dashboard is a one-stop solution.

This vital area accumulates all your essential investment activities, making it easier to enjoy the PMS journey with good returns.

The Unique Asset dashboard is a window with real-time data, research analysis and powerful tools. Accessing this user-friendly platform is simple and fast.

Just click the link above and use your unique username and password. Once registered, you’ll receive your access details from the Relationship Manager.

However, it would help if you had some essential documentation and verifications before joining the platform.

Unique PMS Login

The Unique PMS login process ensures both safety and convenience. If you want to start, click the ‘Client Login’ link.

Once there, you have to input your user ID and password in the designated field. However, login details will be provided after your verification from their end.

After that, hit the login button to make an entry in your personalized dashboard. It is a command Centre offering insights into your portfolio, research, funding, performance reports and other details.

Managing and monitoring your PMS account was never a smooth experience like Unique Asset Management.

Unique PMS Review or Ratings by

Overall Rating

8.00 / 10

Portfolio Performance

8.20 / 10


8.16 / 10


7.96 / 10


7.80 / 10


7.88 / 10

Unique Portfolio Management Services - SEBI Details

SEBI Reg. No.


Contact Person

Nirali Gopani

Email ID

Telephone No.

022 2510 0447


710/711 Skyline Wealth Space, , Premier Road, Near SBI, Vidyavihar West. Mumbai, MUMBAI, MAHARASHTRA, 400086

Starting Date

Aug 05, 2019

How to Invest in Unique PMS?

Investing in Unique PMS is a fast and hassle-free process. The entire process is designed to make your experience smooth and error-free. Here is a step by step guidance to get you started.

  • Both Indian and Non-Resident Indians (NRIs) can join Unique Asset.
  • Individuals aged 18 or above are eligible to invest.
  • To start the PMS account, investors need a minimum of Rs.50 lakhs.

Verification Process:

The documentation process begins if you have confirmed eligibility and minimum investment claim. Here is what you need to know about documentation.

  • A completed PMS agreement form, with the investor’s copy
  • Valid Demat Account.
  • Power of Attorney documents.
  • A valid PAN card for your identity verification.
  • Proof of residential address.

After gathering these documents, reach out to RM via phone or email. They will guide your entire application process. You have to complete a basic form fill-up process.

After the successful verification, the RM team will provide your client ID with a login password. So, take the first step toward going wealthy now.

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Unique PMS - Eligibility Criteria


18+ Years


Indian & NRI


Minimum Rs.50 Lakh

Documents required to Invest with Unique Portfolio Manager

PMS Agreement




Demat Account




Address Proof


Unique PMS – Conclusion

If you want a personalized solution in portfolio management, Unique PMS should be at the top of the list.

The firm is transforming its brand image in the capital market with the target of customized solutions.

However, exit load charges may discourage some short-term players, but the return on investment justifies the cost.

Led by experienced experts in the industry, the firm’s core philosophy is treating clients’ portfolios as the company’s assets.

The fund managers always target management and the future scope of the industry while adding to the dashboard.

Thus, it builds a strong base of the best industries to maximize your return. With a focus on small to mid-cap companies, the PMS welcomes 20 -25 companies to their list.

So, it’s a healthy sign since the budding stage supports its long-term establishment in the market.

FAQs on Unique Portfolio Managers

Find out various FAQs related to Unique Portfolio Management Services.

Which is the Best Strategy for Unique PMS?

Unique PMS has only two strategies for guidance allocation. So clients can easily communicate. The Unique strategic fund has 20-25 diversified companies under mid or small-cap companies.

On the other hand, Focused Fund has Large, mid and small caps funds. Naturally, it has less diversified stocks.

What is the Minimum Investment in Unique PMS?

You need to invest at least Rs.50 Lakh to start with Unique PMS.

What is the Return of Unique PMS?

From a 3-year return of 38.28% to 1 1-year return of 41.38%, Unique’s return is always surprising. Despite a new firm, you will get one of the best returns.

Is Unique Portfolio Management Good?

The firm has been doing well for the last four years as a new entry. Even some of the returns exceed market leaders’ performances.

What is the fixed commission of Unique PMS?

Unique Asset Management has a fixed charge of 1.5% of fund value. It is an excellent opportunity for all.

Is a Demat account mandatory for Unique Portfolio Managers?

Yes, a Demat account is mandatory. You can’t start with that.

What are the Exit Charges of Unique Portfolio Management?

Exit load is 3% for first-year exit, followed by 2% in seconds per year.

Who are the current fund managers of Unique PMS?

Sunil Kothari and Ketan Gopani are operating the entire Rs.1800 Cr. AUM with their team.

What is the AUM of Unique Portfolio Management Service?

Presently, Unique operates Rs.1800 crore AUM. It is a result of incredible dedication.

Do Unique Portfolio Managers Charge Variable Commissions?

Yes, the variable fee is 1% of the fund value. It is pocket-friendly and industry standard.


Customer ratings and reviews of Unique PMS

  • Finec says:

    Dear Sir, Sure, We will get back to you ASAP. Thanks


    Can you please provide full details of the Strategic Fund PMS Kind regards, CA Prakash

  • Double your Investment in 3 YearsInvest in PMS