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

Price Bridge PMS - Business Summary

Total AUM

Rs.301.35 Cr.

Avg. 1 Year Return

4.73%

Active Clients

370

No. of Strategies

5

Minimum Investment

Rs.50 Lakh

Experience

10 Years

Compounded Annual Returns of Price Bridge Portfolio Management Services

1 Year

4.73%

Nifty 50 - 1 Year

9.02%

3 Year

NA

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Price Bridge PMS Charges or Fees

Fixed Fees

0.0135

Variable AMC

0.0065

Variable Profit Sharing

14% (Profit sharing above 14%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Price Bridge PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Price Bridge Upswing 200.01 2.86%
PriceBridge Honeycomb 25.98 6.50%
PriceBridge Direct MF Not Disclosed 3.18%
PriceBridge Eternal-Long Life 46.47 5.08%
PriceBridge Top 100 Equity Not Disclosed 6.04%

Top Fund Managers of Price Bridge Portfolio Management

#1

NA

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Investment Solutions offered by Price Bridge Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Price Bridge 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

Price Bridge PMS Dashboard or Backoffice Platform

Web Platform


Price Bridge Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Price Bridge PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Price Bridge Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000007614

Contact Person

Girish Lad

Telephone No.

8268657777

Address

Flat No. 23, Wing C, Floor 2, Shreerang Unit11, Shreerang society, N G Marg, THANE, MAHARASHTRA, 400601

Starting Date

Nov 07, 2022

Customer ratings and reviews of Price Bridge PMS

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