PGIM India PMS: Performance-Driven Investing

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

PGIM India PMS - Business Summary

Total AUM

Rs.405.64 Cr.

Avg. 1 Year Return

2.45%

Active Clients

388

No. of Strategies

Minimum Investment

Rs.50 Lakh

Experience

21 Years

Compounded Annual Returns of PGIM India Portfolio Management Services

1 Year

2.45%

Nifty 50 - 1 Year

9.02%

3 Year

13.94%

Nifty 50 - 3 Year

27.34%

5 Year

23.33%

Nifty 50 - 5 Year

22.60%

PGIM India PMS Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1.5% of Fund Value

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%

PGIM India PMS Strategies or Investment Approach

Strategy	AUM	1 Year Return
Pgim India Core Equity Portfolio PMS Strategy	Rs.166.75 Cr.	2.01%
Pgim India Phoenix Portfolio PMS Strategy	Rs.72.45 Cr.	4.57%
Pgim India Equity Portfolio PMS Strategy	135.55	0.77%