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

Bandhan PMS - Business Summary

Total AUM

Rs.186.32 Cr.

Avg. 1 Year Return

0.19%

Active Clients

35

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

9 Years

Compounded Annual Returns of Bandhan Portfolio Management Services

1 Year

0.19%

Nifty 50 - 1 Year

9.02%

3 Year

11.79%

Nifty 50 - 3 Year

27.34%

5 Year

16.36%

Nifty 50 - 5 Year

22.60%

Bandhan PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Bandhan PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Bandhan Vedartha Neo Equity Portfolio PMS Strategy Not Disclosed 0.19%

Top Fund Managers of Bandhan Portfolio Management

#1

Mr. Rishi Sharma

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Investment Solutions offered by Bandhan Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by Bandhan 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

Bandhan PMS Dashboard or Backoffice Platform

Web Platform


Bandhan Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Bandhan PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Bandhan Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000002064

Contact Person

NA

Email ID

investor.services@bandhanamc.com

Telephone No.

022 4342 2799

Address

6th Floor, Tower 1C, One World Center,Jupiter Mills Compound, 841 Senapati Bapat Marg, Mumbai - 400013

Starting Date

Apr 16, 2016

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