Maximal Capital PMS: Performance-Driven Investing

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

Maximal Capital PMS - Business Summary

Total AUM

Rs.237.14 Cr.

Avg. 1 Year Return

20.59%

Active Clients

119

No. of Strategies

Minimum Investment

Rs.50 Lakh

Experience

4 Years

Compounded Annual Returns of Maximal Capital Portfolio Management Services

1 Year

20.59%

Nifty 50 - 1 Year

-4.04%

3 Year

21.96%

Nifty 50 - 3 Year

11.20%

5 Year

Nifty 50 - 5 Year

11.60%

Maximal Capital PMS Charges or Fees

Fixed Fees

2% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (If Profit above 10%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Maximal Capital PMS Strategies or Investment Approach

Strategy	AUM	1 Year Return
Maximal Capital Pathfinder Value Fund PMS Strategy	Rs.183.49 Cr.	20.59%
Maximal Capital Income Fund PMS Strategy	Rs.44.48 Cr.	20.59%