First Global PMS: Expert Portfolio Management

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

First Global PMS - Business Summary

Total AUM

Rs.358.97 Cr.

Avg. 1 Year Return

-1.01%

Active Clients

276

No. of Strategies

Minimum Investment

Rs.50 Lakh

Experience

31 Years

Compounded Annual Returns of First Global Portfolio Management Services

1 Year

-1.01%

Nifty 50 - 1 Year

9.02%

3 Year

11.21%

Nifty 50 - 3 Year

27.34%

5 Year

18.39%

Nifty 50 - 5 Year

22.60%

First Global PMS Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

2% of Fund Value

Variable Profit Sharing

10% (if above 10.50% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

First Global PMS Strategies or Investment Approach

Strategy	AUM	1 Year Return
First Global Indian Multi Asset PMS Strategy	Not Disclosed	1.14%
First Global The India Super 50 PMS Strategy	Not Disclosed	-3.15%