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

Unifi Capital PMS - Business Summary

Total AUM

Rs.20933.75 Cr.

Avg. 1 Year Return

-1.14%

Active Clients

10202

No. of Strategies

5

Minimum Investment

Rs.50 Lakh

Experience

24 Years

Compounded Annual Returns of Unifi Capital Portfolio Management Services

1 Year

-1.14%

Nifty 50 - 1 Year

9.02%

3 Year

13.74%

Nifty 50 - 3 Year

27.34%

5 Year

19.61%

Nifty 50 - 5 Year

22.60%

Unifi Capital PMS Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Unifi Capital PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Unifi Capital Blended Rangoli PMS Strategy Not Disclosed 1.46%
Unifi Capital Bcad PMS Strategy Not Disclosed -1.54%
Unifi Capital Apj 20 PMS Strategy Not Disclosed 1.23%
Unifi Capital Insider Shadow PMS Strategy Not Disclosed -6.36%
Unifi Capital Bcad2 Breakout 20 PMS Strategy Not Disclosed -0.47%

Top Fund Managers of Unifi Capital Portfolio Management

#1

Mr. Sarath K Reddy

#2

Mr. Baidik Sarkar

#3

Mr. Saravanan V N

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Investment Solutions offered by Unifi Capital Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.5% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Unifi Capital Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Unifi Capital PMS Dashboard or Backoffice Platform

Web Platform


Unifi Capital Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Unifi Capital PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Unifi Capital Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000000613

Contact Person

Nishanth Sekar

Telephone No.

044 2833 1556

Address

A Block, 8th Floor, Shiv Sagar Estate,Dr. Annie Besant Road, Worli,Mumbai - 400 018

Starting Date

Mar 01, 2017

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