Your Wealth, Managed: Sowilo PMS Experts

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

Sowilo PMS - Business Summary

Total AUM

Rs.210.73 Cr.

Avg. 1 Year Return

3.56%

Active Clients

157

No. of Strategies

Minimum Investment

Rs.50 Lakh

Experience

3 Years

Compounded Annual Returns of Sowilo Portfolio Management Services

1 Year

3.56%

Nifty 50 - 1 Year

-4.04%

3 Year

18.87%

Nifty 50 - 3 Year

11.20%

5 Year

Nifty 50 - 5 Year

11.60%

Sowilo PMS Charges or Fees

Fixed Fees

2% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (If Profit above 8%)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Sowilo PMS Strategies or Investment Approach

Strategy	AUM	1 Year Return
Sowilo Multicap Fund PMS Strategy	Rs.165.53 Cr.	6.05%
Sowilo Target Return Investment Fund PMS Strategy	Rs.45.20 Cr.	1.06%