Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2021
Min. Investment
50,00,000
AUM (₹ Cr)
26.64
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.57%

-19.43%

-14.29%

11.85%

8.84%

8.80%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 January 2023
Min. Investment
50,00,000
AUM (₹ Cr)
110.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.58%

-18.86%

-9.21%

15.40%

NA

13.39%

Unifi APJ 20*
Equity: Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
2 September 2015
Min. Investment
50,00,000
AUM (₹ Cr)
736.84
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.58%

-13.25%

-4.08%

13.62%

15.53%

18.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 May 2010
Min. Investment
50,00,000
AUM (₹ Cr)
96.41
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.60%

-11.16%

-6.00%

7.49%

9.37%

12.96%

ValPro Balanced B
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Index
Inception
5 July 2021
Min. Investment
50,00,000
AUM (₹ Cr)
2.77
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.61%

-7.23%

1.18%

12.33%

NA

0.93%

Benchmark
S&P BSE 500 Total Return Index
Inception
24 April 2018
Min. Investment
50,00,000
AUM (₹ Cr)
127.03
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.63%

-13.71%

-10.56%

11.69%

11.82%

14.16%

Benchmark
S&P BSE 500 Total Return Index
Inception
26 October 2023
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.63%

-15.33%

-5.19%

NA NA NA
Benchmark
S&P BSE 500 Total Return Index
Inception
29 July 2020
Min. Investment
1,00,00,000
AUM (₹ Cr)
290.03
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.64%

-12.30%

-6.80%

14.49%

9.96%

13.57%

Benchmark
NIFTY 50 Total Return Index
Inception
3 January 2024
Min. Investment
50,00,000
AUM (₹ Cr)
173.16
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.65%

-8.68%

1.70%

NA NA

12.30%

Benchmark
S&P BSE 500 Total Return Index
Inception
14 June 2018
Min. Investment
50,00,000
AUM (₹ Cr)
1099.11
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.66%

-10.27%

-9.66%

10.71%

11.47%

12.88%