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

Varanium PMS - Business Summary

Total AUM

Rs.91.34 Cr.

Avg. 1 Year Return

15.95%

Active Clients

51

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

22 Years

Compounded Annual Returns of Varanium Portfolio Management Services

1 Year

15.95%

Nifty 50 - 1 Year

9.02%

3 Year

17.53%

Nifty 50 - 3 Year

27.34%

5 Year

14.22%

Nifty 50 - 5 Year

22.60%

Varanium PMS Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

1.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Varanium PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Focused Portfolio Not Disclosed 18.23%
Focused Equity Fund Not Disclosed 13.66%

Top Fund Managers of Varanium Portfolio Management

#1

Mr. T S Anantakrishnan

#2

Mr. Hemang Dagli

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Investment Solutions offered by Varanium Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1.5% within 1st Year

Support provided by Varanium Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Varanium PMS Dashboard or Backoffice Platform

Web Platform


Varanium Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Varanium PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Varanium Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000005281

Contact Person

NA

Telephone No.

22-62104000

Address

A-3, 4 & 5, Sector-125, Gautam Budha Nagar, NOIDA, UTTAR PRADESH, 201301

Starting Date

Dec 08, 2016

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