COMPARE PMS SCHEMES| Category | Small AND Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 1325.10 | ||
| Fixed Fee | No Option | ||
| Variable Fee | 1.25% | ||
| Hurdle Rate | 10% | ||
| Profit Sharing | 15% Profit Sharing above 10% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 5 years, 4 months |
 Manish Bhandari | |||
| Profile | Manish Bhandari is the CEO and Portfolio Manager at Vallum Capital Advisors, a SEBI-registered Portfolio Manager based in Mumbai, India. He founded the firm in 2010 and brings over two and a half decades of experience in the Indian capital markets. Vallum specializes in investment management for institutional investors, family offices, and high-net-worth individuals (HNIs). He serves as the Director and Principal Officer of Vallum Capital Advisors Private Limited, a SEBI registered Portfolio Manager. He was recently elected as a Director on the Board of Association of Portfolio Managers in India (APMI), a Trade Body for Portfolio Managers registered with the Securities & Exchange Board of India (SEBI). Prior to establishing Vallum Capital, Manish spent six years as a Vice President and Portfolio Manager (Equities) at ING Management in India. His exceptional insights and achievements have earned him recognition, with his write-up in the Editorials of Economic Times and he was a regular contributor to Nikkei Business, Japan under heading “Charm of India”. He is renowned as one of the accomplished figures on Dalal Street, known as the Wizards of Dalal Street. Additionally, CNBC has acknowledged him as a promising next-generation Investment Manager in India. . He is frequently invited to speak on economic and investment topics and has appeared on media platforms such as CNBC and ET NOW. His writings and newsletters reflect his deep understanding of capital markets and investor behavior. Manish actively contributes to various financial publications both within India and internationally, establishing himself as a regular expert commentator in the industry. |
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Undisclosed |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
