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

Reliance Securities PMS - Business Summary

Total AUM

Rs.30.20 Cr.

Avg. 1 Year Return

22.38%

Active Clients

35

No. of Strategies

3

Minimum Investment

Rs.50 Lakh

Experience

34 Years

Compounded Annual Returns of Reliance Securities Portfolio Management Services

1 Year

22.38%

Nifty 50 - 1 Year

9.02%

3 Year

26.82%

Nifty 50 - 3 Year

27.34%

5 Year

8.89%

Nifty 50 - 5 Year

22.60%

Reliance Securities PMS Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

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%


Reliance PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Reliance Securities Alpha Growth Pms Strategy Not Disclosed 18.61%
Reliance Securities Alpha Large Cap Pms Strategy Not Disclosed 20.70%
Reliance Securities Mint Pms Strategy Not Disclosed 27.82%

Top Fund Managers of Reliance Securities Portfolio Management

#1

Mr. Vikas Rajpal

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Investment Solutions offered by Reliance Securities Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.5% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by Reliance Securities 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

Reliance Securities PMS Dashboard or Backoffice Platform

Web Platform


Reliance Securities Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Reliance Securities PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Reliance Securities Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000002353

Contact Person

Ms Poonam Naik

Email ID

Compliance@relianceada.com

Telephone No.

022 4168 1200

Address

11th Floor, R Tech Park, Nirlon compound, Off Western express highway, Goregaon East Mumbai 400063 Maharashtra, India

Starting Date

Oct 16, 2016

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