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LIC PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, LIC Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, LIC Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

LIC PMS - Business Summary

Total AUM

Rs.1461.23 Cr.

Avg. 1 Year Return

28.00%

Active Clients

15

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

36 Years

Compounded Annual Returns of LIC Portfolio Management Services

1 Year

28.00%

Nifty 50 - 1 Year

9.02%

3 Year

10.76%

Nifty 50 - 3 Year

27.34%

5 Year

8.63%

Nifty 50 - 5 Year

22.60%

LIC PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

2% of Fund Value

Variable Profit Sharing

20% (if above 10.00% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Top Fund Managers of LIC Portfolio Management

#1

Mr. Mahesh Bendre

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Investment Solutions offered by LIC Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

2% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Support provided by LIC Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

LIC PMS Dashboard or Backoffice Platform

Web Platform


LIC Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in LIC PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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LIC Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000001694

Contact Person

MAYANK ARORA

Telephone No.

022 6601 6041

Address

INDUSTRIAL ASSURANCE BUILDING, 4TH FLOOR,, OPPOSITE CHURCHGATE STATION, MUMBAI, MUMBAI, MAHARASHTRA, 400020

Starting Date

May 01, 2015

Customer ratings and reviews of LIC PMS

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