Vallum Capital PMS or Portfolio Management – Returns, Charges, Support & more
Vallum Capital PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalised and proficient investment solutions.
With a rich legacy of trust and expertise, Vallum Capital 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.1242.33 Cr. |
| Avg. 1 Year Return | 15.64% |
| Active Clients | 430 |
| No. of Strategies | 2 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 6 Years |
Vallum Capital PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Vallum Capital 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
Vallum Capital PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Vallum Capital Portfolio Management Services
Check out the various strategies and investment approaches provided by Vallum Capital Portfolio Managers.
| Strategy Name | Vallum India Discovery | Vallum Multi Activa Strategy |
| Start Date | 24-Sep-20 | 01-Jan-25 |
| Category | Small & Mid Cap | Multi Asset |
| Benchmark | S&P BSE 500 TRI | NSE Multi Asset Index 1 |
| AUM (Rs.) | Rs.1231.90 Cr. | Rs.7.81 Cr. |
| No. of Stocks | Not Disclosed | NA |
| 1 Yr. Return | -3.64% | 34.91% |
| 3 Yr. Return | 11.58% | NA |
| 5 Yr. Return | 12.57 | NA |
| Fund Manager | Mr. Manish Bhandari | Mr. Manish Bhandari |
Top Fund Managers of Vallum Capital PMS
#1
#2
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#4
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Investment Facilities provided by Vallum Capital Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Vallum Capital Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Vallum Capital PMS Dashboard Link
Web Platform
Vallum Capital PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Vallum Capital Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Vallum Capital PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Vallum Capital Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof