Asit C Mehta PMS: Secure Your Financial Future

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

Asit C Mehta PMS - Business Summary

Total AUM

Rs.142.27 Cr.

Avg. 1 Year Return

4.46%

Active Clients

181

No. of Strategies

Minimum Investment

Rs.50 Lakh

Experience

32 Years

Compounded Annual Returns of Asit C Mehta Portfolio Management Services

1 Year

4.46%

Nifty 50 - 1 Year

-4.04%

3 Year

24.74%

Nifty 50 - 3 Year

11.20%

5 Year

20.60%

Nifty 50 - 5 Year

11.60%

Asit C Mehta 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% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Asit C Mehta PMS Strategies or Investment Approach

Strategy	AUM	1 Year Return
Asit C Mehta Ace Multicap PMS Strategy	Rs.113.85 Cr.	0.64%
Asit C Mehta ACE Multi Asset PMS Strategy	Rs.12.31 Cr.	6.80%
Asit C Mehta Ace Ten Trillion Opportunities PMS Strategy	Rs.10.41 Cr.	6.50%
Asit C Mehta ACE Bluechip PMS Strategy	Rs.4.30 Cr.	3.88%