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

Stallion Asset PMS - Business Summary

Total AUM

Rs.4910.72 Cr.

Avg. 1 Year Return

23.62%

Active Clients

4730

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

7 Years

Compounded Annual Returns of Stallion Asset Portfolio Management Services

1 Year

23.62%

Nifty 50 - 1 Year

9.02%

3 Year

33.92%

Nifty 50 - 3 Year

27.34%

5 Year

35.88%

Nifty 50 - 5 Year

22.60%

Stallion Asset PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Stallion Asset PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Stallion Asset Core Fund PMS Strategy Rs.4795.31 Cr. 23.62%

Top Fund Managers of Stallion Asset Portfolio Management

#1

Mr. Amit Jeswani

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Investment Solutions offered by Stallion Asset Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Support provided by Stallion Asset Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 7 Working days

Stallion Asset PMS Dashboard or Backoffice Platform

Web Platform


Stallion Asset Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Stallion Asset PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Stallion Asset Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000006129

Contact Person

Yash Agrawal

Email ID

yashagrawal@stallionasset.com

Telephone No.

022 9769953339

Address

1406A Brighton Tower, Road No-2, Lokhandwala Complex, Andheri West, MUMBAI, MAHARASHTRA, 400053

Starting Date

Aug 31, 2018

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