Clockvine Capital PMS Logo

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

Clockvine Capital PMS - Business Summary

Total AUM

Rs.130.64 Cr.

Avg. 1 Year Return

4.49%

Active Clients

26

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

2 Year

Compounded Annual Returns of Clockvine Capital Portfolio Management Services

1 Year

4.49%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Clockvine Capital PMS Charges or Fees

Fixed Fees

1% of Fund Value

Variable AMC

NA

Variable Profit Sharing

20% (Profit over 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Clockvine Capital PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Clockvine Capital Growth Fund PMS Strategy 68.35 4.49%

Top Fund Managers of Clockvine Capital Portfolio Management

#1

Mr Jasdeep Walia

Check out Business Opportunities with Similar Brands

Investment Solutions offered by Clockvine Capital Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Support provided by Clockvine Capital 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

Clockvine Capital PMS Dashboard or Backoffice Platform

Web Platform


Clockvine Capital Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Clockvine Capital PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Check out Business Opportunities with Similar Brands

Clockvine Capital Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000008473

Contact Person

Mr.Jasdeep Singh Walia

Email ID

jasdeep.walia@clockvinecapital.com

Telephone No.

0-91-9819066213

Address

B-1802, 18th Floor, 11 Lodha Gardenia, Wadala Truck Terminal Road ,New Cuffe Parade MUMBAI,MAHARASHTRA,400037

Starting Date

13 December 2023

Customer ratings and reviews of Clockvine Capital PMS

Double your Investment in 3 YearsInvest in PMS