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

Abans Investment PMS - Business Summary

Total AUM

Rs.136.01 Cr.

Avg. 1 Year Return

7.50%

Active Clients

109

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

6 years

Compounded Annual Returns of Abans Investment Portfolio Management Services

1 Year

7.50%

Nifty 50 - 1 Year

10.74%

3 Year

12.38%

Nifty 50 - 3 Year

20.15%

5 Year

21.61%

Nifty 50 - 5 Year

11.52%

Abans Investment PMS Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

NA

Variable Profit Sharing

20% Sharing on all Profits

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%


Abans Investment PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Abans Investment Growth And Momentum PMS Strategy Not Disclosed 0.93%
Abans Investment Smart Beta Portfolio PMS Strategy Not Disclosed 14.06%

Top Fund Managers of Abans Investment Portfolio Management

#1

Mr. Abhishek Bansal

#2

Mr. Bhavik Thakkar

#3

Mr. Kaushik Dani

#4

Mr. Mayank Mundhra

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Investment Solutions offered by Abans Investment Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Support provided by Abans Investment 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

Abans Investment PMS Dashboard or Backoffice Platform

Web Platform


Abans Investment Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Abans Investment PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Abans Investment Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000006484

Contact Person

Mr.Abhishek Pradeepkumar Bansal

Email ID

COMPLIANCE@ABANS.CO.IN

Telephone No.

022-61790000

Address

36, 37, 38 A, 3rd Floor, 227 Nariman Bhavan,Backbay Reclamation, Nariman Point, MUMBAI, MAHARASHTRA, 400021

Starting Date

27 March 2019

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