Valtrust PMS or Portfolio Management – Returns, Charges, Support & more
Valtrust 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, Valtrust 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.78.46 Cr. |
| Avg. 1 Year Return | 8.23% |
| Active Clients | 64 |
| No. of Strategies | 3 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 3 Year |
Valtrust PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Valtrust Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Valtrust PMS 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 Valtrust Portfolio Management Services
Check out various strategies or Investment approaches provided by Valtrust Portfolio Managers.
| Strategy Name | Momentum | Equity Hybrid Funds | Equity Funds |
| Start Date | 20-Jan-23 | 31-Mar-23 | 31-Mar-23 |
| Category | MULTI CAP & FLEXI CAP | FLEXICAP | FLEXICAP |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | NA | NA | NA |
| 1 Yr. Return | 12.52% | 7.70% | 4.47% |
| 3 Yr. Return | NA | NA | NA |
| 5 Yr. Return | NA | NA | NA |
| Fund Manager | Mr Vishal Khatri | NA | NA |
Top Fund Managers of Valtrust PMS
#1
#2
Check out Business Opportunities with Similar Brands
Investment Facilities provide by Valtrust Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Valtrust Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Valtrust PMS Dashboard Link
Web Platform
Valtrust PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Valtrust Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
Check out Business Opportunities with Similar Brands
Valtrust PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Valtrust Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof