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Consortium Securities Value PMS
Consortium Securities Pvt Ltd
101.38 CR AUM
Consortium Securities Value PMS
Consortium Securities Pvt Ltd
101.38 CR AUM
BSE 500 TRI
Benchmark
11yr 9mo
Age
EQUITY
Strategy
AMC CHARGES 1%
Fixed Fees
HURDLE 10%
PROFIT SHARING 20% ON INCREMENTAL RETURN EXCEEDING HURDLE RATE
Variable Fees
1ST YEAR 3%
2ND YEAR 2%
3RD YEAR 1%
Exit Load
BSE 500 TRI
Benchmark
11yr 9mo
Age
EQUITY
Strategy
AMC CHARGES 1%
Fixed Fees
HURDLE 10%
PROFIT SHARING 20% ON INCREMENTAL RETURN EXCEEDING HURDLE RATE
Variable Fees
1ST YEAR 3%
2ND YEAR 2%
3RD YEAR 1%
Exit Load
harveer singh kalra
Fund Manager
EQUITYStrategies
Harveer has over 15 years of experience in Financial Services, Private Equity and Management Consulting with companies such as Right Management and Standard Chartered Private Equity.
Purpose
Long term wealth creation
Investment Approach v/s Benchmark Metrics
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1M IA return
15.96%
1M benchmark return
10.38%
Alpha
5.58%
1M Wealth multiple
1.16x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
15.96%
1M benchmark return
10.38%
Alpha
5.58%
1M Wealth multiple
1.16x
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