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

Torus Oro PMS - Business Summary

Total AUM

Rs.142.97 Cr.

Avg. 1 Year Return

10.15%

Active Clients

70

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

2 Year

Compounded Annual Returns of Torus Oro Portfolio Management Services

1 Year

10.15%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Torus Oro PMS Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (If Profit above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Torus Oro PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Torus Oro All Weather Portfolio PMS Strategy 36.07 9.10%
Torus Oro Alpha Compounders PMS Strategy 28.33 11.20%

Top Fund Managers of Torus Oro Portfolio Management

#1

Mr. Hemal Shah

#2

Mr Vaibhav Shah

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Investment Solutions offered by Torus Oro Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

0.7% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Support provided by Torus Oro 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

Torus Oro PMS Dashboard or Backoffice Platform

Web Platform


Torus Oro Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Torus Oro PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Torus Oro Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000008251

Contact Person

Mr.Nitin Agrawal

Email ID

nitin.agrawal@torusoropms.com

Telephone No.

91-022-69243000

Address

2nd floor, ICC Chambers II, Saki Vihar Road, ,Near MTNLoffice,Powai,MUMBAI,MAHARASHTRA,400072

Starting Date

23 August 2023

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