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

Centrum PMS - Business Summary

Total AUM

Rs.1445.08 Cr.

Avg. 1 Year Return

2.99%

Active Clients

606

No. of Strategies

5

Minimum Investment

Rs.50 Lakh

Experience

31 Years

Compounded Annual Returns of Centrum Portfolio Management Services

1 Year

2.99%

Nifty 50 - 1 Year

9.02%

3 Year

11.45%

Nifty 50 - 3 Year

27.34%

5 Year

24.41%

Nifty 50 - 5 Year

22.60%

Centrum PMS Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Centrum PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Centrum Deep Value Iv PMS Strategy Not Disclosed -4.82%
Centrum Micro PMS Strategy Not Disclosed 5.95%
Centrum Flexi Cap PMS Strategy Not Disclosed 2.42%
Centrum Good To Great PMS Strategy Not Disclosed 4.12%
Centrum Built To Last PMS Strategy Not Disclosed 7.27%

Top Fund Managers of Centrum Portfolio Management

#1

Mr. Abul Fateh

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Investment Solutions offered by Centrum Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.4% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Support provided by Centrum 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 5 Working days

Centrum PMS Dashboard or Backoffice Platform

Web Platform


Centrum Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Centrum PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Centrum Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000007535

Contact Person

Akshay Vora

Email ID

akshay.vora@centrum.co.in

Telephone No.

022 4215 9000

Address

Centrum House, CST Road Vidyanagari Marg Santacruz East, MUMBAI, MAHARASHTRA, 400098

Starting Date

Sep 06, 2022

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