Compositedge PMS Logo

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

Compositedge PMS - Business Summary

Total AUM

Rs.258.32 Cr.

Avg. 1 Year Return

7.29%

Active Clients

123

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Compounded Annual Returns of Compositedge Portfolio Management Services

1 Year

7.29%

Nifty 50 - 1 Year

9.02%

3 Year

16.24%

Nifty 50 - 3 Year

27.34%

5 Year

24.57%

Nifty 50 - 5 Year

22.60%

Compositedge PMS Charges or Fees

Fixed Fees

1% of Fund value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Compositedge PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Compositedge Emerging Star Fund PMS Strategy Not Disclosed 12.57%
Compositedge Garp Fund PMS Strategy Not Disclosed 2.00%

Top Fund Managers of Compositedge Portfolio Management

#1

Mr. Vinod Jayaram

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Investment Solutions offered by Compositedge Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Compositedge 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

Compositedge PMS Dashboard or Backoffice Platform

Web Platform


Compositedge Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Compositedge PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Compositedge Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000006396

Contact Person

PRAKASH NAIK BADAGABETTU

Telephone No.

080 2224 4912

Address

NO 30/1 3RD FLOOR, S J TOWERS MISSION ROAD, BANGALORE, KARNATAKA, 560027

Starting Date

Feb 23, 2019

Customer ratings and reviews of Compositedge PMS

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