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

Solidarity PMS - Business Summary

Total AUM

Rs.1603.16 Cr.

Avg. 1 Year Return

9.31%

Active Clients

246

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

14 Years

Compounded Annual Returns of Solidarity Portfolio Management Services

1 Year

9.31%

Nifty 50 - 1 Year

9.02%

3 Year

9.09%

Nifty 50 - 3 Year

27.34%

5 Year

22.26%

Nifty 50 - 5 Year

22.60%

Solidarity PMS Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1% of fund value

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Solidarity PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Solidarity Prudence PMS Strategy Rs.1512 Cr. 9.31%

Top Fund Managers of Solidarity Portfolio Management

#1

Mr. Manish Gupta

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Investment Solutions offered by Solidarity Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of fund value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Solidarity Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

Solidarity PMS Dashboard or Backoffice Platform

Web Platform


Solidarity Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Solidarity PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Solidarity Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000004961

Contact Person

Sanjay Nambiar

Email ID

mb@solidarity.in

Telephone No.

022 6180 2061

Address

101 Buena Vista, St. Alexius Road, Bandra (West), MUMBAI, MAHARASHTRA, 400050

Starting Date

Dec 17, 2015

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