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

Sanctum PMS - Business Summary

Total AUM

Rs.437.15 Cr.

Avg. 1 Year Return

5.09%

Active Clients

206

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

9 Years

Compounded Annual Returns of Sanctum Portfolio Management Services

1 Year

5.09%

Nifty 50 - 1 Year

9.02%

3 Year

10.09%

Nifty 50 - 3 Year

27.34%

5 Year

17.26%

Nifty 50 - 5 Year

22.60%

Sanctum PMS Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (if above 12% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Sanctum PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Sanctum Indian Titans PMS Strategy Not Disclosed 1.85%
Sanctum Indian Olympians PMS Strategy Not Disclosed 8.33%

Top Fund Managers of Sanctum Portfolio Management

#1

Mr. Hemang Kapasi

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Investment Solutions offered by Sanctum Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Sanctum 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

Sanctum PMS Dashboard or Backoffice Platform

Web Platform


Sanctum Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Sanctum PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Sanctum Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000005067

Contact Person

Shiv Gupta

Email ID

ceo@sanctumwealth.com

Telephone No.

022 6177 9500

Address

CoWrks, Level 3, Birla Centurion, Century Mills Compound, Pandurang Budhkar Marg, Worli, Mumbai - 400030

Starting Date

Mar 21, 2016

Customer ratings and reviews of Sanctum PMS

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