Sharekhan Limited is a Public incorporated on 20 April 1995. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 900,000,000 and its paid up capital is Rs. 587,461,760. It is inolved in EXTRA TERRITORIAL ORGANIZATIONS AND BODIES.

Sharekhan Limited’s Annual General Meeting (AGM) was last held on 24 September 2019 and as per records from Ministry of Corporate Affairs (MCA), its balance sheet was last filed on 31 March 2019.

Directors of Sharekhan Limited are Stefan Johannes Groening, Gowri Thyagarajan, Thomas Zink, Jaideep Arora, Ambareesh Murty Vedantam, Franciska Maria Godelieve Decuypere, Alain Pascal Papiasse, Jean Christophe Marie Gougeon, Shankar Keshava Vailaya, Hugues Noel Maisonnier.

The Portfolio Management Services are a range of professional services that aim to fulfill the investment objectives of high net worth individuals. In this service, the portfolios are managed by a team of experts including the strategists, technical analysts, quantitative analysts, statisticians, specialists in derivative products, etc to manage your investments and create wealth. 

Investment philosophy

The Portfolio Manager’s investment philosophy underlines maximizing the risk-adjusted returns depending on the client’s risk tolerance. In order to achieve the same, a disciplined investment approach, with adequate risk controls, has been adopted.

Also, the portfolio management team of the company hold AUM of around 46 crores and manages the investment portfolios of more than 255 clients. And the investment tenure of the broking house is minimum 2-3 years.

Sharekhan PMS Services includes both fundamental and technical products.

The fundamental PMS products available 

Power Portfolio

It is a large cap strategy which is based on quant covered by the portfolio manager. This strategy is designed with pre-defined and effective rules for making purchases or switches and it also enables to create a very unique and healthy portfolio.

Prime Picks

Prime picks is just like a double investment approach. It basically merges the advantages of unsanctioned proven growth and making investment in multi-beggars, special situation, turnaround and numerous other opportunities.

Investment PhilosophyThis portfolio follows a dual investment approach with 2 distinct portfolios- Quality portfolio and Alpha Portfolio in one scheme.
Suitable ForIdeal for all investor types
Benchmark IndexNSE Nifty
Minimum InvestmentRs 25 Lakhs
Allocation3 plans as per investor’s risk tolerance
ChargesAMC 2% of Corpus + taxesBrokerage: 0.50% 20% profit sharing after 18% hurdle rate


This strategy of the company mainly focuses on generating good wealth with long-term investment purview.

Investment PhilosophyThis portfolio focuses on creating wealth by taking concentrated positions in select stocks with long term investment horizon.
Suitable ForIdeal for investors with a medium to high-risk tolerance.
Benchmark IndexNIFTY
Minimum InvestmentRs 25 Lakhs
Allocation2 plans as per investor’s risk tolerance
ChargesPlan 1Annual Fee- 2%Profit-Sharing- 20% above the hurdle rate of 15%

Plan 2Annual Fee- 2.5%Profit-Sharing- 20% above the hurdle rate of 25%

Diversified Equity Portfolio

This strategy endeavors to exceed the benchmark line with lower changeling in the investment portfolio.

Investment PhilosophyThis portfolio focuses on to outperform the benchmark indices by investing in quality companies to build a well balanced diversified portfolio.
Suitable ForIdeal for all investor types
Benchmark IndexNIFTY
Minimum InvestmentRs 25 Lakhs

There are 2 different Technical PMS products available

PMSSuitable ForInvestment Philosophy
Index FutureSuitable for long-term investors with a high-risk appetite.It involves going long (buying) or short (selling without holding) on Nifty Futures based on predictions from a back-tested automated model.
Trailing StopsSuitable for investors looking for regular income with a high-risk appetite.This strategy involves going long (buying) or short (selling without holding) on Stock futures. Returns are paid out monthly.

The below table is giving details about Sharekhan PMS returns and performance-

Return (CAGR)1M4.90%
InceptionJun, 2018

Fees & charges

The below-given table is giving information about Sharekhan Portfolio Management Service Charges-

Management FeesAs per commission model
Upfront Fees0.65% – 0.75% of Asset Value
Brokerage Charges0.006% – 0.015% of Total Transaction Value
Custodian Charges0.17% – 0.34% of Asset Value
Depository Charges0.16% – 0.32% of Asset Value
Exit Load – within 12 months0.71% – 1.11% of Withdrawal Value
Exit Load – post 12 monthsFree

Prepared by Dishant Savla

May 2021


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