Invesco PMS Logo

Invesco 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, Invesco 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, Invesco Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Invesco PMS - Business Summary

Total AUM

Rs.20178.40 Cr.

Avg. 1 Year Return

4.56%

Active Clients

756

No. of Strategies

4

Minimum Investment

Rs.50 Lakh

Experience

18 Years

Compounded Annual Returns of Invesco Portfolio Management Services

1 Year

4.56%

Nifty 50 - 1 Year

9.02%

3 Year

12.04%

Nifty 50 - 3 Year

27.34%

5 Year

19.00%

Nifty 50 - 5 Year

22.60%

Invesco PMS Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

NA

Exit Load 2nd Year

NA

Exit Load 3rd Year

NA

Top Fund Managers of Invesco Portfolio Management

#1

Mr. Neelesh Dhamnaskar

#2

Mr. Taher Badshah

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Investment Solutions offered by Invesco Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.25% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by Invesco Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Invesco PMS Dashboard or Backoffice Platform

Web Platform


Invesco Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Invesco PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Invesco Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000005273

Contact Person

NA

Telephone No.

022 6731 0000

Address

Unit No: 2101 A, 21st floor, A Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai 400 013 Maharashtra, India.

Starting Date

Nov 02, 2016

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