Valcreate 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, Valcreate 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.269.13 Cr.
Avg. 1 Year Return 14.18%
Active Clients 45
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 12 Years

Valcreate PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Rajesh Pherwani

Founded In (year)

2017

Valcreate Portfolio Management Service Performance or Returns

1 Year Return

14.18%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

NA

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Valcreate PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Top Fund Managers of Valcreate PMS

#1

Mr. Rajesh Pherwani

#2

Mr. Ashi Anand

#3

NA

#4

NA

#5

NA


Best Strategies by Valcreate Portfolio Management Services

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

Strategy Name Growing India Lifesciences and Specialty Opportunities IME Concentrated Microtrends IME Digital Disruption
Start Date 10-Feb-23 10-Feb-23 20-Feb-23 10-Feb-23
Category Flexicap Thematic Large & Mid Cap Thematic
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 19 13 28 8
1 Yr. Return NA NA NA NA
3 Yr. Return NA NA NA NA
5 Yr. Return NA NA NA NA
Fund Manager Mr. Rajesh Pherwani Mr. Rajesh Pherwani Mr. Ashi Anand Mr. Ashi Anand

Check out Business Opportunities with Similar Brands

Investment Facilities provided by Valcreate Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Valcreate 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 3 Working days

Valcreate PMS Dashboard Link

Web Platform


Valcreate PMS Review or Ratings by Finec.in

Overall Rating

7.19 / 10

Portfolio Performance

7.15 / 10

Support

7.33 / 10

Facilities

7.08 / 10

Charges

7.01 / 10

Experience

7.37 / 10

Valcreate Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007599

Contact Person

Deepak Jayakumar

Email ID

dpk.jkumar@outlook.com

Telephone No.

9739112869

Address

203 Sunder Bhavan 16th Road Khar W, MUMBAI, MAHARASHTRA, 400052

Starting Date

Oct 28, 2022

Check out Business Opportunities with Similar Brands

Valcreate PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Valcreate Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Valcreate PMS

Double your Investment in 3 YearsInvest in PMS