Vallum Capital 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, 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.1,386.32 Cr.
Avg. 1 Year Return 37.46%
Active Clients 364
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 4 Years

Vallum Capital PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Manish Bhandari

Founded In (year)

2010

Vallum Capital Portfolio Management Service Performance or Returns

1 Year Return

37.46%

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%

Vallum Capital PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.50%

Exit Load 3rd Year

0.00%


Best Strategies by Vallum Capital Portfolio Management Services

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

Strategy Name Vallum India Discovery
Start Date 24-Sep-20
Category Small & Mid Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.1,386.32 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 57.48%
3 Yr. Return 31.32%
5 Yr. Return NA
Fund Manager Not Disclosed

Top Fund Managers of Vallum Capital PMS

#1

Mr. Manish Bhandari

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Vallum Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.25% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Vallum Capital 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

Vallum Capital PMS Dashboard Link

Web Platform


Vallum Capital PMS Review or Ratings by Finec.in

Overall Rating

7.78 / 10

Portfolio Performance

7.97 / 10

Support

7.94 / 10

Facilities

7.74 / 10

Charges

7.59 / 10

Experience

7.66 / 10

Vallum Capital Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007650

Contact Person

Neha Mehta

Email ID

Neha.mehta@vallum.in

Telephone No.

9820479992

Address

Bungalow No.36,Kalanagar,Bandra East, MUMBAI, MAHARASHTRA, 400051

Starting Date

Nov 30, 2022

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Vallum Capital PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Vallum Capital Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Vallum Capital PMS

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