Varanium 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, Varanium 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.227.65 Cr.
Avg. 1 Year Return 15.95%
Active Clients 105
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 21 Years

Varanium PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Noida, UP

Founder

Mr T.S. Anantakrishnan & Ms. Parvathy Anantakrishnan

Founded In (year)

2003

Varanium Portfolio Management Service Performance or Returns

1 Year Return

15.95%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

17.53%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

14.22%

Nifty 50 - 5 Year Return

11.52%

Varanium PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

1.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Varanium Portfolio Management Services

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

Strategy Name Focused Portfolio Focused Equity Fund
Start Date 01-Nov-17 12-Aug-18
Category Large Cap Large Cap
Benchmark Nifty 50 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks 15 – 20 15 – 20
1 Yr. Return 18.23% 13.66%
3 Yr. Return 16.15% 11.39%
5 Yr. Return 12.65% NA
Fund Manager Mr. T S Anantakrishnan Mr. Hemang Dagli

Top Fund Managers of Varanium PMS

#1

Mr. T S Anantakrishnan

#2

Mr. Hemang Dagli

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Varanium Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1.5% within 1st Year

Varanium Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Varanium PMS Dashboard Link

Web Platform


Varanium PMS Review or Ratings by Finec.in

Overall Rating

7.23 / 10

Portfolio Performance

7.19 / 10

Support

7.37 / 10

Facilities

7.12 / 10

Charges

7.05 / 10

Experience

7.41 / 10

Varanium Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005281

Contact Person

NA

Telephone No.

22-62104000

Address

A-3, 4 & 5, Sector-125, Gautam Budha Nagar, NOIDA, UTTAR PRADESH, 201301

Starting Date

Dec 08, 2016

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Varanium PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Varanium Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Varanium PMS

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