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

Renaissance PMS - Business Summary

Total AUM

Rs.1314.37 Cr.

Avg. 1 Year Return

7.20%

Active Clients

1231

No. of Strategies

3

Minimum Investment

Rs.50 Lakh

Experience

8 Years

Compounded Annual Returns of Renaissance Portfolio Management Services

1 Year

7.20%

Nifty 50 - 1 Year

9.02%

3 Year

19.12%

Nifty 50 - 3 Year

27.34%

5 Year

31.41%

Nifty 50 - 5 Year

22.60%

Renaissance PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 8% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%


Renaissance PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Renaissance Midcap Portfolio PMS Strategy Not Disclosed 2.66%
Renaissance Opportunities Portfolio PMS Strategy Not Disclosed 9.82%
Renaissance Indianext Portfolio PMS Strategy Not Disclosed 9.13%

Top Fund Managers of Renaissance Portfolio Management

#1

Mr. Pankaj Murarka

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Investment Solutions offered by Renaissance Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.5% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Support provided by Renaissance Portfolio Management

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

Renaissance PMS Dashboard or Backoffice Platform

Web Platform


Renaissance Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Renaissance PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Renaissance Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000005455

Contact Person

Meghana Kashte

Email ID

pankaj@renaissanceinvest.in

Telephone No.

022 4971 1561

Address

Office No. 710, 7th Floor, C Wing, Mittal Commercia Premises CHS Ltd, Off. M.V. Road. Near Mittal Estate, Marol, Andheri East, MUMBAI, MAHARASHTRA, 400059

Starting Date

May 30, 2017

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