Angel One PMS Logo

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

Angel One PMS - Business Summary

Total AUM

Rs.44.30 Cr.

Avg. 1 Year Return

11.65%

Active Clients

18

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

36 Years

Compounded Annual Returns of Angel One Portfolio Management Services

1 Year

11.65%

Nifty 50 - 1 Year

9.02%

3 Year

NA

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Angel One PMS Charges or Fees

Fixed Fees

0.80% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

20% (if above BSE 500)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Angel One PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Angel 1st Not Disclosed 11.65%

Top Fund Managers of Angel One Portfolio Management

#1

Mr Harsh Gupta

Check out Business Opportunities with Similar Brands

Investment Solutions offered by Angel One Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Support provided by Angel One Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Angel One PMS Dashboard or Backoffice Platform

Web Platform


Angel One Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Angel One PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Check out Business Opportunities with Similar Brands

Angel One Portfolio Manager - SEBI Details

SEBI Reg. No.

INA000008172

Contact Person

Mr. Hiren Thakkar

Telephone No.

022 3941 3940

Address

601, 6th Floor, Ackruti Star, Central Road, MIDC, Andheri East, Mumbai - 400093

Starting Date

Feb 07, 2013

Customer ratings and reviews of Angel One PMS

Double your Investment in 3 YearsInvest in PMS