Shree dynamic plan

MULTI ASSET

The plan aims to generate capital appreciation over long term.

+5.90%

3Y annualised returns

+11.27%

Benchmark returns (NSE Multi Asset Index 2)

Launch date

06 Apr '23

Total AUM

₹15.12Cr

Min. investment

₹50,00,000

Benchmark

NSE Multi Asset Index 2

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

MB
MOHIT BERIWALA
Founder, SRM
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About

Mohit is the Founder of SRM. He is an FRM, CFA & IIM-B alumnus. Since 2006, he has been helping Entrepreneurs & Professionals safeguard their assets and reach the goal they desire. Mohit is an FRM, CFA & IIMB Alumnus He has been active in the financial market since he was merely 19 years of age. Since 2006, Mohit has been running a prominent wealth advisory business and has been helping Entrepreneurs and Professionals safeguard their assets and reach the goal they desire.

Experience

Active in financial markets since age 19; has run a wealth advisory business since 2006.

Investment philosophy

Advising entrepreneurs and professionals on asset protection and financial goals.

Awards