Satco PMS Logo

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

Satco PMS - Business Summary

Total AUM

Rs.70.99 Cr.

Avg. 1 Year Return

31.67%

Active Clients

82

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

31 Years

Compounded Annual Returns of Satco Portfolio Management Services

1 Year

31.67%

Nifty 50 - 1 Year

9.02%

3 Year

30.60%

Nifty 50 - 3 Year

27.34%

5 Year

16.44%

Nifty 50 - 5 Year

22.60%

Satco PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

Flat 20% of Profit

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Satco PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Satco Growth And Momentum Pms Strategy Not Disclosed 31.67%

Top Fund Managers of Satco Portfolio Management

#1

Mr. Kaushik Dani

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Investment Solutions offered by Satco 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 Satco 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

Satco PMS Dashboard or Backoffice Platform

Web Platform


Satco Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Satco PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Satco Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000003492

Contact Person

Nehal Kothari

Telephone No.

022 2645 6677

Address

17, NOBLE CHAMBERS, GROUND FLOOR, OPP. JANMABHOOMI PRESS, , JANMABHOOMI MARG, FORT,, MUMBAI, MAHARASHTRA, 400001

Starting Date

Aug 17, 2015

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