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

Phillip Capital PMS - Business Summary

Total AUM

Rs.787.58 Cr.

Avg. 1 Year Return

2.09%

Active Clients

518

No. of Strategies

4

Minimum Investment

Rs.50 Lakh

Experience

50 Years

Compounded Annual Returns of Phillip Capital Portfolio Management Services

1 Year

2.09%

Nifty 50 - 1 Year

9.02%

3 Year

7.02%

Nifty 50 - 3 Year

27.34%

5 Year

13.62%

Nifty 50 - 5 Year

22.60%

Phillip Capital PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

10% Profit share above 8%

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Phillip Capital PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Phillip Capital Emerging India Portfolio PMS Strategy Not Disclosed -1.41%
Phillip Capital Signature India Portfolio PMS Strategy Not Disclosed -0.51%
Phillip Capital Ethical India Portfolio PMS Strategy Not Disclosed -2.79%
Phillip Capital Income Builder Portfolio PMS Strategy Not Disclosed 13.07%

Top Fund Managers of Phillip Capital Portfolio Management

#1

Mr. Nishit Shah

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Investment Solutions offered by Phillip Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.5% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Phillip 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 5 Working days

Phillip Capital PMS Dashboard or Backoffice Platform

Web Platform


Phillip Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Phillip Capital PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Phillip Capital Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000004433

Contact Person

Sandeep Gupta

Email ID

compliance@phillipcapital.in

Telephone No.

022 2300 2999

Address

2nd Floor, C Block, Modern Centre, Jacob Circle, 101 K K Marg, Mahalaxmi, MUMBAI, MAHARASHTRA, 400011

Starting Date

Jan 29, 2016

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