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

Profusion Investment PMS - Business Summary

Total AUM

Rs.105.65 Cr.

Avg. 1 Year Return

5.11%

Active Clients

29

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

4 Year

Compounded Annual Returns of Profusion Investment Portfolio Management Services

1 Year

5.11%

Nifty 50 - 1 Year

10.74%

3 Year

8.41%

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Profusion Investment PMS Charges or Fees

Fixed Fees

2% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (If Profit above 7.50%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Profusion Investment PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Profusion Investment Income Enhancer PMS Strategy Not Disclosed 6.02%
Profusion Investment Multi PMS Strategy Not Disclosed 4.20%

Top Fund Managers of Profusion Investment Portfolio Management

#1

Mr Satyan Wadhwa

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Investment Solutions offered by Profusion Investment Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Support provided by Profusion Investment 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

Profusion Investment PMS Dashboard or Backoffice Platform

Web Platform


Profusion Investment Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Profusion Investment PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Profusion Investment Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000007173

Contact Person

Mr.Satyan Mohan Wadhwa

Email ID

satyan.wadhwa@profusioncapital.com

Telephone No.

91-000-9811038101

Address

306 Raheja Centre, Plot 0214, Free Press Journal Marg,Nariman Point,MUMBAI,MAHARASHTRA,400021

Starting Date

01 March 2021

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