Valentis 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, Valentis 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.1,231.37  Cr.
Avg. 1 Year Return 33.82%
Active Clients 484
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 8 Years

Valentis PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Jyotivardhan Jaipuria

Founded In (year)

2015

Valentis Portfolio Management Service Performance or Returns

1 Year Return

33.82%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

41.03%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

18.45%

Nifty 50 - 5 Year Return

11.52%

Valentis PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Valentis Portfolio Management Services

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

Strategy Name Multi-Cap Fund Rising Star Opportunity
Start Date 08-Oct-18 30-Sep-16
Category Multi Cap Small Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 41.78% 49.63%
3 Yr. Return 27.77% 42.20%
5 Yr. Return 21.83% 28.27%
Fund Manager Mr. Jyotivardhan Jaipuria Mr. Jyotivardhan Jaipuria

Top Fund Managers of Valentis PMS

#1

Mr. Jyotivardhan Jaipuria

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Valentis Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Valentis 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

Valentis PMS Dashboard Link

Web Platform


Valentis PMS Review or Ratings by Finec.in

Overall Rating

7.74 / 10

Portfolio Performance

7.93 / 10

Support

7.89 / 10

Facilities

7.70 / 10

Charges

7.55 / 10

Experience

7.62 / 10

Valentis Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005125

Contact Person

Jyotivardhan Jaipuria

Email ID

pms@valentisadvisors.com

Telephone No.

022 2282 2795

Address

312, 12th Floor, Shalaka, 9 M. Karve Road, Cooperage, MUMBAI, MAHARASHTRA, 400021

Starting Date

May 30, 2016

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Valentis PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Valentis Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Valentis PMS

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