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

Emkay PMS - Business Summary

Total AUM

Rs.770.67 Cr.

Avg. 1 Year Return

3.13%

Active Clients

414

No. of Strategies

5

Minimum Investment

Rs.50 Lakh

Experience

70 Years

Compounded Annual Returns of Emkay Portfolio Management Services

1 Year

3.13%

Nifty 50 - 1 Year

9.02%

3 Year

9.39%

Nifty 50 - 3 Year

27.34%

5 Year

14.77%

Nifty 50 - 5 Year

22.60%

Emkay PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Emkay PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Emkay Pearls Pms Strategy Not Disclosed -2.41%
Emkay Capital Builder Pms Strategy Not Disclosed 12.06%
Emkay Gems Pms Strategy Not Disclosed -1.10%
Emkay Envi Pms Strategy Not Disclosed -3.43%
Emkay Golden Decade Of Growth Pms Strategy Not Disclosed 10.53%

Top Fund Managers of Emkay Portfolio Management

#1

Mr. Kashyap Javeri

#2

Mr. Sachin Shah

#3

Mr. Manish Sonthalia

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Investment Solutions offered by Emkay Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.8% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by Emkay 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

Emkay PMS Dashboard or Backoffice Platform

Web Platform


Emkay Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Emkay PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Emkay Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000004458

Contact Person

Vinay Pandey

Email ID

info@emkayim.com

Telephone No.

022 6629 9286

Address

The Ruby, 7th Floor,, Senapati Bapat Marg, Dadar (w),, MUMBAI, MAHARASHTRA, 400028

Starting Date

Mar 16, 2015

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