Abakkus PMS Logo

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

Abakkus PMS - Business Summary

Total AUM

Rs.18788.42 Cr.

Avg. 1 Year Return

2.88%

Active Clients

11385

No. of Strategies

3

Minimum Investment

Rs.50 Lakh

Experience

5 Years

Compounded Annual Returns of Abakkus Portfolio Management Services

1 Year

2.88%

Nifty 50 - 1 Year

9.02%

3 Year

11.26%

Nifty 50 - 3 Year

27.34%

5 Year

0.00%

Nifty 50 - 5 Year

22.60%

Abakkus PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.75% of Fund Value

Variable Profit Sharing

15% (if above 9% profit)

Exit Load 1st Year

1.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Abakkus PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Emerging Opportunities Not Disclosed 7.69%
All Cap Approach Not Disclosed -0.15%
Diversified Alpha Approach Not Disclosed 1.09%

Top Fund Managers of Abakkus Portfolio Management

#1

Mr. Aman Chowhan

#2

Mr. Sunil Singhania

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Investment Solutions offered by Abakkus Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1.5% within 1st Year

Support provided by Abakkus Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Abakkus PMS Dashboard or Backoffice Platform

Web Platform


Abakkus Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Abakkus PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Abakkus Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000006457

Contact Person

Biharilal Deora

Telephone No.

022 4884 6600

Address

6th Floor,Param House,Shanti Nagar,Santacruz Chembur Link Road, Santacruz East, MUMBAI, MAHARASHTRA, 400055

Starting Date

Mar 14, 2019

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