Globe Capital PMS Logo

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

Globe Capital PMS - Business Summary

Total AUM

Rs.1343.43 Cr.

Avg. 1 Year Return

6.51%

Active Clients

418

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

9 Years

Compounded Annual Returns of Globe Capital Portfolio Management Services

1 Year

6.51%

Nifty 50 - 1 Year

9.02%

3 Year

13.26%

Nifty 50 - 3 Year

27.34%

5 Year

18.36%

Nifty 50 - 5 Year

22.60%

Globe Capital PMS Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Globe Capital PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Globe Capital Value PMS Strategy Rs.1058.50 Cr. 5.83%
Globe Capital Arbitrage PMS Strategy Rs.270.05 Cr. 7.18%

Top Fund Managers of Globe Capital Portfolio Management

#1

Mr. Ankit Agarwal

#2

Mr. Parashuram Prasad

Check out Business Opportunities with Similar Brands

Investment Solutions offered by Globe Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by Globe Capital 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

Globe Capital PMS Dashboard or Backoffice Platform

Web Platform


Globe Capital Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Globe Capital PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Check out Business Opportunities with Similar Brands

Globe Capital Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000002361

Contact Person

NA

Email ID

compliance@globecapital.com

Telephone No.

022 6873 0700

Address

Premises No. 1204, 12TH Floor, Opal Square It park, Wagle Industrial Estate, Panch Pakhdi, Thane, landmark old passport office, Road Number 16, Maharashtra 400604

Starting Date

Oct 21, 2016

Customer ratings and reviews of Globe Capital PMS

Double your Investment in 3 YearsInvest in PMS