ithought PMS Logo

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

ithought PMS - Business Summary

Total AUM

Rs.2864.35 Cr.

Avg. 1 Year Return

12.87%

Active Clients

1532

No. of Strategies

5

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Compounded Annual Returns of ithought Portfolio Management Services

1 Year

12.87%

Nifty 50 - 1 Year

9.02%

3 Year

20.79%

Nifty 50 - 3 Year

27.34%

5 Year

28.23%

Nifty 50 - 5 Year

22.60%

ithought PMS Charges or Fees

Fixed Fees

1.5% 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%


ithought PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Ithought Solitaire PMS Strategy Rs. 1371.19 Cr. 1.57%
Ithought Vrddhi PMS Strategy Rs.355.16 Cr. 8.02%
Ithought Trublu PMS Strategy Rs.82.38 Cr. 15.70%
Ithought Sphere PMS Strategy 626.01 20.08%
Ithought Nio PMS Strategy 92.28 18.98%

Top Fund Managers of ithought Portfolio Management

#1

Mr Balaji_GR

#2

Mr Rohit_Balakrishnan

#3

Mr Rajat_Setiya

#4

Mr. Shyam Sekhar

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Investment Solutions offered by ithought Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.2% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by ithought 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

ithought PMS Dashboard or Backoffice Platform

Web Platform


ithought Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in ithought PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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ithought Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000006448

Contact Person

SARAVANAKUMAR VELUCHAMY

Telephone No.

044 4330 8171

Address

LEVEL 5, CAPITALE TOWERS, , 555,ANNASALAI, TEYNAMPET, CHENNAI, CHENNAI, TAMIL NADU, 600018

Starting Date

Mar 13, 2019

Customer ratings and reviews of ithought PMS

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