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

Negen Capital PMS - Business Summary

Total AUM

Rs.972.29 Cr.

Avg. 1 Year Return

6.18%

Active Clients

932

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

8 Years

Compounded Annual Returns of Negen Capital Portfolio Management Services

1 Year

6.18%

Nifty 50 - 1 Year

9.02%

3 Year

20.03%

Nifty 50 - 3 Year

27.34%

5 Year

46.57%

Nifty 50 - 5 Year

22.60%

Negen Capital PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Negen Capital PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Negen Capital Special Situations And Technology Fund PMS Strategy Rs.972.29 Cr. 6.18%

Top Fund Managers of Negen Capital Portfolio Management

#1

Mr. Neil Madan Bahal

#2

Mr Jigar Dinesh Shah

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Investment Solutions offered by Negen Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Negen Capital 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

Negen Capital PMS Dashboard or Backoffice Platform

Web Platform


Negen Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Negen Capital PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Negen Capital Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000005414

Contact Person

Yogen lavari

Email ID

yogen@negencapital.com

Telephone No.

022 6757 4427

Address

CITY HALL, KAMALA MILLS COMPOUND, P.B.MARG,LOWER PAREL WEST, MUMBAI, MAHARASHTRA, 400013

Starting Date

Apr 26, 2017

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