Right Horizons PMS Logo

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

Right Horizons PMS - Business Summary

Total AUM

Rs.1397.54 Cr.

Avg. 1 Year Return

1.34%

Active Clients

642

No. of Strategies

6

Minimum Investment

Rs.50 Lakh

Experience

22 Years

Compounded Annual Returns of Right Horizons Portfolio Management Services

1 Year

1.34%

Nifty 50 - 1 Year

9.02%

3 Year

11.16%

Nifty 50 - 3 Year

27.34%

5 Year

14.77%

Nifty 50 - 5 Year

22.60%

Right Horizons PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%


Right Horizons PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Right Horizons India Business Leader PMS Strategy Not Disclosed 3.09%
Right Horizons Flexi Cap PMS Strategy Not Disclosed -6.13%
Right Horizons Super Value PMS Strategy Not Disclosed 0.66%
Right Horizons Perennial PMS Strategy Not Disclosed -0.05%
Right Horizons All Seasons PMS Strategy Not Disclosed 6.20%
Right Horizons Super Value Aggressive PMS Strategy Not Disclosed 4.28%

Top Fund Managers of Right Horizons Portfolio Management

#1

Mr. Anil Rego

#2

Mr. Piyush Sharma

#3

Mr. Prabhat Ranjan

#4

Mr Satwik Jain

#5

Mr. Vijay Chauhan

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Investment Solutions offered by Right Horizons Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.25% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Support provided by Right Horizons Portfolio Management

Call Support

Available

Email Support

Not Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Right Horizons PMS Dashboard or Backoffice Platform

Web Platform


Right Horizons Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Right Horizons PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Right Horizons Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000004359

Contact Person

Rachna Rego

Email ID

NA

Telephone No.

8041209582

Address

No 6 2nd Main Road Aerekere, Bannerghatta Road, BANGALORE, KARNATAKA, 560076

Starting Date

Aug 06, 2015

Customer ratings and reviews of Right Horizons PMS

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