SHREE SMART MARKET PLAN

MULTI ASSET MULTI CAP

The approach is to create long term wealth for investors by participating in companies from diverse sectors that are industry leaders or likely to have competitive advantage.

+3.34%

1Y annualised returns

-3.84%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

07 Apr '22

Total AUM

₹17.89Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

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

Exit Load: 1 Year: Nil, 2 Year: Nil, 3 Year: Nil

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