AlfAccurate Advisors PMS Logo

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

Alfaccurate Advisors PMS - Business Summary

Total AUM

Rs.2945.73 Cr.

Avg. 1 Year Return

6.74%

Active Clients

1484

No. of Strategies

5

Minimum Investment

Rs.50 Lakh

Experience

10 Years

Compounded Annual Returns of Alfaccurate Advisors Portfolio Management Services

1 Year

6.74%

Nifty 50 - 1 Year

9.02%

3 Year

13.99%

Nifty 50 - 3 Year

27.34%

5 Year

13.79%

Nifty 50 - 5 Year

22.60%

Alfaccurate Advisors PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Alfaccurate PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Alfaccurate Advisors Aaa Iop PMS Strategy Rs.1864.54 Cr. 9.68%
Alfaccurate Advisors Aaa Focus Plan PMS Strategy Not Disclosed 9.48%
Alfaccurate Advisors Aaa Budding Beasts PMS Strategy Rs.469.03 Cr. 8.99%
Alfaccurate Advisors Aaa Shariah PMS Strategy Rs.230.03 Cr. 0.75%
Alfaccurate Advisors AAA Liquid PMS Strategy Not Disclosed 4.82%

Top Fund Managers of Alfaccurate Advisors Portfolio Management

#1

Mr. Rajesh Kothari

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Investment Solutions offered by Alfaccurate Advisors 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

2% within 1st Year

Support provided by Alfaccurate Advisors Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Alfaccurate Advisors PMS Dashboard or Backoffice Platform

Web Platform


Alfaccurate Advisors Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Alfaccurate Advisors PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Alfaccurate Advisors Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000003419

Contact Person

Bhushan L. Koli

Email ID

info@alfaccurate.com

Telephone No.

022 4236 0300

Address

301, Sterling Center, Andheri Kurla Road, Andheri (East), MUMBAI, MAHARASHTRA, 400093

Starting Date

Sep 22, 2015

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