Capital 8 PMS Logo

Capital 8 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, Capital 8 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, Capital 8 Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Capital 8 PMS - Business Summary

Total AUM

Rs.105.49 Cr.

Avg. 1 Year Return

6.13%

Active Clients

35

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

2 Year

Compounded Annual Returns of Capital 8 Portfolio Management Services

1 Year

6.13%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Capital 8 PMS Charges or Fees

Fixed Fees

2% of Fund Value

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Capital 8 PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Capital 8 Infinity Fund PMS Strategy 105.5 6.13%

Top Fund Managers of Capital 8 Portfolio Management

#1

Ms Panna Bhandari

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Investment Solutions offered by Capital 8 Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Support provided by Capital 8 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

Capital 8 PMS Dashboard or Backoffice Platform

Web Platform


Capital 8 Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Capital 8 PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Capital 8 Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000008349

Contact Person

Ms.Panna Bhandari

Email ID

panna@capital8.in

Telephone No.

0-079-35192214

Address

1, Payal Park, Swayan nagar,Satellite road, Jodhpur char rasta,AHMEDABAD,GUJARAT,380015

Starting Date

03 November 2023

Customer ratings and reviews of Capital 8 PMS

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