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

Karma Capital PMS - Business Summary

Total AUM

Rs.6552.90 Cr.

Avg. 1 Year Return

5.68%

Active Clients

176

No. of Strategies

4

Minimum Investment

Rs.50 Lakh

Experience

20 Years

Compounded Annual Returns of Karma Capital Portfolio Management Services

1 Year

5.68%

Nifty 50 - 1 Year

9.02%

3 Year

4.23%

Nifty 50 - 3 Year

27.34%

5 Year

8.03%

Nifty 50 - 5 Year

22.60%

Karma Capital PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

NA

Exit Load 3rd Year

NA


Karma Capital PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Karma Capital Wealth Builder Pms Strategy Not Disclosed 6.97%
Karma Capital Magnolia Pms Strategy Not Disclosed 4.78%
Karma Capital Lotus Pms Strategy Not Disclosed 7.04%

Top Fund Managers of Karma Capital Portfolio Management

#1

Mr. Rushabh Sheth

#2

Mr Darshan Engineer

#3

Ms Ekta Mehta

#4

Mr Vinay Jain

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Investment Solutions offered by Karma Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.25% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by Karma 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

Karma Capital PMS Dashboard or Backoffice Platform

Web Platform


Karma Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Karma Capital PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Karma Capital Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000001223

Contact Person

NA

Email ID

info@karmainvest.com

Telephone No.

022 6232 7200

Address

Floor 12U, Suite 1, Remi Commercio, Off Veera Desai Road, Andheri (West), Mumbai 400 053

Starting Date

Jun 16, 2017

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