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

Tamohara PMS - Business Summary

Total AUM

Rs.407.33 Cr.

Avg. 1 Year Return

0.58%

Active Clients

291

No. of Strategies

3

Minimum Investment

Rs.50 Lakh

Experience

24 Years

Compounded Annual Returns of Tamohara Portfolio Management Services

1 Year

0.58%

Nifty 50 - 1 Year

9.02%

3 Year

8.76%

Nifty 50 - 3 Year

27.34%

5 Year

4.81%

Nifty 50 - 5 Year

22.60%

Tamohara PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

0.01

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

NA

Exit Load 3rd Year

NA


Tamohara PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Tamohara Tios Pms Strategy Not Disclosed -3.26%
Tamohara Truffle Pms Strategy Not Disclosed 7.52%
Tamohara Q Pms Strategy Not Disclosed -2.52%

Top Fund Managers of Tamohara Portfolio Management

#1

Mr. Sheetal Malpani

#2

Ms. Harini Dedhia

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Investment Solutions offered by Tamohara Portfolio Manager

Custom Strategy

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

3% within 1st Year

Support provided by Tamohara Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Tamohara PMS Dashboard or Backoffice Platform

Web Platform


Tamohara Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Tamohara PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Tamohara Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000008020

Contact Person

Rajesh Kodnaney

Email ID

rajesh@tamohara.net

Telephone No.

022 9769644474

Address

A 71,Floor 7,Plot 228,Mittal Chambers, Barrister Rajani Patel Marg, Nariman Point, MUMBAI, MAHARASHTRA, 400021

Starting Date

Aug 07, 2015

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