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

Alder Capital PMS - Business Summary

Total AUM

Rs.83.68 Cr.

Avg. 1 Year Return

22.46%

Active Clients

29

No. of Strategies

1

Minimum Investment

Rs.1 Crore

Experience

11 Years

Compounded Annual Returns of Alder Capital Portfolio Management Services

1 Year

22.46%

Nifty 50 - 1 Year

9.02%

3 Year

13.06%

Nifty 50 - 3 Year

27.34%

5 Year

5.16%

Nifty 50 - 5 Year

22.60%

Alder Capital PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Alder Capital PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Alder Capital B2C Growth Pms Strategy Not Disclosed 22.46%

Top Fund Managers of Alder Capital Portfolio Management

#1

Mr. Hemant Patel

#2

Ms. Rakhi Prasad

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Investment Solutions offered by Alder Capital Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Alder 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

Alder Capital PMS Dashboard or Backoffice Platform

Web Platform


Alder Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Alder Capital PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Alder Capital Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000003419

Contact Person

Hemant Bhaskar Patel

Telephone No.

022 4012 7009

Address

503 Morya Blue Moon, New Link Road, , Andheri West, MUMBAI, MAHARASHTRA, 400053

Starting Date

Aug 25, 2015

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