Standard Chartered Securities PMS Logo

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

Standard Chartered PMS - Business Summary

Total AUM

Rs.341.34 Cr.

Avg. 1 Year Return

18.23%

Active Clients

195

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

17 Years

Compounded Annual Returns of Standard Chartered Portfolio Management Services

1 Year

18.23%

Nifty 50 - 1 Year

9.02%

3 Year

19.80%

Nifty 50 - 3 Year

27.34%

5 Year

25.93%

Nifty 50 - 5 Year

22.60%

Standard Chartered PMS Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

1.50%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.50%


Standard Chartered PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Standard Chartered Long Term Value Compounder PMS Strategy Rs.312.71 Cr. 18.23%

Top Fund Managers of Standard Chartered Portfolio Management

#1

Mr. Mitesh Dalal

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Investment Solutions offered by Standard Chartered Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

1.5% within 1st Year

Support provided by Standard Chartered 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 5 Working days

Standard Chartered PMS Dashboard or Backoffice Platform

Web Platform


Standard Chartered Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Standard Chartered PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Standard Chartered Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000003542

Contact Person

NA

Email ID

customer.care@sc.com

Telephone No.

022 6601 2424

Address

Customer Care Unit, 19, Rajaji Salai, Chennai 600 001.

Starting Date

Jan 18, 2016

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