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

Fident PMS - Business Summary

Total AUM

Rs.21.56 Cr.

Avg. 1 Year Return

13.19%

Active Clients

20

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

11 Year

Compounded Annual Returns of Fident Portfolio Management Services

1 Year

13.19%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Fident PMS Charges or Fees

Fixed Fees

1.75% of Fund Value

Variable AMC

NA

Variable Profit Sharing

20% (Profit Over 6%)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Fident PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Fident All Season India Resurgent Portfolio Fair PMS Strategy Not Disclosed 13.19%
Fident India Builder Equity Portfolio Fiber PMS Strategy Not Disclosed NA

Top Fund Managers of Fident Portfolio Management

#1

Mr Aishvarya Dadheech

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Investment Solutions offered by Fident Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Support provided by Fident 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

Fident PMS Dashboard or Backoffice Platform

Web Platform


Fident Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Fident PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Fident Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000008482

Contact Person

Mr.Aishvarya Dadheech

Email ID

aishvarya@fident.in

Telephone No.

91 9819197479

Address

Unit 318, Lodha Supremus, Road No. 11, Off Mahakali Caves Road, ,Chakala, MIDC, Andheri East MUMBAI,MAHARASHTRA,400093

Starting Date

14 December 2023

Customer ratings and reviews of Fident PMS

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