o3 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, o3 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, o3 Capital Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.
o3 Capital PMS - Business Summary
Total AUM
Avg. 1 Year Return
Active Clients
No. of Strategies
Minimum Investment
Experience
Compounded Annual Returns of o3 Capital Portfolio Management Services
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
o3 Capital PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
o3 Capital PMS Strategies or Investment Approach
| Strategy | AUM | 1 Year Return |
| O3 Capital Core Value Strategy Concentrated Option Pms Strategy | Rs.646.1 Cr. | 30.63% |
| O3 Capital Core Value Strategy Regular Option Pms Strategy | Rs.646.1 Cr. | 31.02% |
| O3 Capital Special Situations Portfolio Pms Strategy | Not Disclosed | 28.59% |
Top Fund Managers of o3 Capital Portfolio Management
#1
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Investment Solutions offered by o3 Capital Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Support provided by o3 Capital Portfolio Management
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
o3 Capital PMS Dashboard or Backoffice Platform
Web Platform
o3 Capital Poirtfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest in o3 Capital PMS
PMS Agreement
POA
Demat Account
PAN
Address Proof
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o3 Capital Portfolio Manager - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date