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

SMC Global PMS - Business Summary

Total AUM

Rs.137.82 Cr.

Avg. 1 Year Return

6.66%

Active Clients

190

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

28 Years

Compounded Annual Returns of SMC Global Portfolio Management Services

1 Year

6.66%

Nifty 50 - 1 Year

9.02%

3 Year

10.80%

Nifty 50 - 3 Year

27.34%

5 Year

20.54%

Nifty 50 - 5 Year

22.60%

SMC Global PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Fixed Fees

Variable Profit Sharing

No Fixed Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


SMC Global PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Smc Global Growth PMS Strategy Rs.126.04 Cr. 6.66%

Top Fund Managers of SMC Global Portfolio Management

#1

Mr. Ayush Aggarwal

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Investment Solutions offered by SMC Global Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by SMC Global 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 5 Working days

SMC Global PMS Dashboard or Backoffice Platform

Web Platform


SMC Global Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in SMC Global PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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SMC Global Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000006703

Contact Person

Ashok Aggarwal

Email ID

ajay@smcindiaonline.com

Telephone No.

01101 1301 1100

Address

11/6B, Shanti Chambers Pusa Road, New Delhi, NEW DELHI, NATIONAL CAPITAL TERRITORY OF DELHI, 110005

Starting Date

Apr 26, 2019

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