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

Chanakya PMS - Business Summary

Total AUM

Rs.274.75 Cr.

Avg. 1 Year Return

8.01%

Active Clients

34

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

7 Years

Compounded Annual Returns of Chanakya Portfolio Management Services

1 Year

8.01%

Nifty 50 - 1 Year

9.02%

3 Year

21.44%

Nifty 50 - 3 Year

27.34%

5 Year

29.94%

Nifty 50 - 5 Year

22.60%

Chanakya PMS Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Chanakya PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Growth Plan Rs.274.76 Cr. 8.01%

Top Fund Managers of Chanakya Portfolio Management

#1

Mrs. Gautami Desai

#2

Mr. Rajesh Kumar Tiwari

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Investment Solutions offered by Chanakya Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

1.1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Chanakya 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

Chanakya PMS Dashboard or Backoffice Platform

Web Platform


Chanakya Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Chanakya PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Chanakya Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000006040

Contact Person

Disha Sheth

Telephone No.

9769947084

Address

F-115, Nahar & Seth Industrial Estate,, Next to P & G Plaza, Chakala, Andheri East, MUMBAI, MAHARASHTRA, 400099

Starting Date

Jun 25, 2018

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