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

Thinqwise PMS - Business Summary

Total AUM

Rs.30.54 Cr.

Avg. 1 Year Return

2.90%

Active Clients

12

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

2 Year

Compounded Annual Returns of Thinqwise Portfolio Management Services

1 Year

2.90%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Thinqwise PMS Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

2% of Fund Value

Variable Profit Sharing

20% (If Profit above 10%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Thinqwise PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Thinqwise India Long Term Fund PMS Strategy Not Disclosed 2.90%

Top Fund Managers of Thinqwise Portfolio Management

#1

Mr Sahil Doshi

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Investment Solutions offered by Thinqwise Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by Thinqwise 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 7 Working days

Thinqwise PMS Dashboard or Backoffice Platform

Web Platform


Thinqwise Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Thinqwise PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Thinqwise Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000008109

Contact Person

Mr.Sahil Doshi

Email ID

sahil@thinqwise.com

Telephone No.

91-022-49605301

Address

CS 77 Flat B3203 Floor 32 One Avighna Park Currey Road ,Mahadev Palav Marg Near Bharat Mata Cinema Parel,Mumbai,MAHARASHTRA,400012

Starting Date

16 May 2023

Customer ratings and reviews of Thinqwise PMS

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