COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 31.33 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | 15% Profit Sharing above 10% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 3 years, 3 months |
 Hemal Shah | |||
| Profile | Hemal Shah brings to the table extensive market experience that spans over 14 years. He currently holds the position of a Fund Manager at Torus Oro AMC, bringing his experience in wealth management to manage portfolios for HNI clients and drive investment strategies. Hemal started his journey in this sector as a DNT Executive in Sharekhan in 2009. From there he transitioned to Angel Broking where he was an equity advisor to NRI clients, offering tailored investment advice. His career rajectory continued to manage 250 clients in equity advisory and portfolio restructuring during his stint at ICICI Securities. Post that he spent nearly half a decade with Aditya Birla Capital, where he oversaw portfolios worth over 150 crores on Non-Discretionary PMS. As a Fund Manager with Torus Oro, Hemal manages portfolios worth over INR 100 Cr. Hemal Shah's vision revolves around an underlying approach to active management, aiming to capitalize on market volatility and steady information flow to the benefit of his clients. Having specialized in structured portfolio, tailored to individual needs, he focuses on niche markets and mid-cap segments that cannot be replicated easily. Hemal holds a Masters in Accounting & Finance from the University of Mumbai (2012) and a Business Diploma from the Welingkar Institute of Management (2014). He has a contrarian approach, where he consistently seeks opportunities that may otherwise be ignored, ensuring he delivers trust and value to his clients. He has delivered personalized investment solutions that have stood the test of time. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 14.48% Chemicals 6.14% Construction 7.57% Financial Services 17.94% Healthcare 7.47% Information Technology 11.16% | ||
| Stock Holdings | Undisclosed |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
