Northern Arc PMS Logo

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

Northern Arc PMS - Business Summary

Total AUM

Rs.309.13 Cr.

Avg. 1 Year Return

11.20%

Active Clients

58

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

17 Years

Compounded Annual Returns of Northern Arc Portfolio Management Services

1 Year

11.20%

Nifty 50 - 1 Year

9.02%

3 Year

NA

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Northern Arc PMS Charges or Fees

Fixed Fees

0.6% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

0.00%


Northern Arc PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Northern Arc Credit Opportunities PMS Strategy Rs.144.17 Cr. 11.67%
Northern Arc Income Builder Series B PMS Strategy Rs.132.66 Cr. 10.72%

Top Fund Managers of Northern Arc Portfolio Management

#1

NA

Check out Business Opportunities with Similar Brands

Investment Solutions offered by Northern Arc Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

0.85% 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 Northern Arc 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 7 Working days

Northern Arc PMS Dashboard or Backoffice Platform

Web Platform


Northern Arc Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Northern Arc PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Check out Business Opportunities with Similar Brands

Northern Arc Portfolio Manager - SEBI Details

SEBI Reg. No.

INP200007265

Contact Person

NA

Email ID

investments@northernarc.com

Telephone No.

044 6668 7000

Address

IITM Research Park, Phase I, 10th Floor, 1, Kanagam Village, Behind Tidel Park, Taramani, CHENNAI, TAMIL NADU, 600113

Starting Date

Aug 27, 2021

Customer ratings and reviews of Northern Arc PMS

Double your Investment in 3 YearsInvest in PMS