Chona Financial Services PMS strategies
Chona Financial Services runs 3 portfolio management strategies listed with APMI, managing ₹29.46 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| PMS-3 Q5 | Equity | PARVATHI PALANIAPPAN | ₹25.28 Cr | +7.16% | +1.10 pts | — | ₹5 Lakhs | Sep 2026 |
| PMS-2 Q5 | Equity | PARVATHI PALANIAPPAN | ₹2.83 Cr | +10.15% | +4.09 pts | — | ₹5 Lakhs | Sep 2026 |
| PMS-1 Q8 | Equity | PARVATHI PALANIAPPAN | ₹1.35 Cr | +8.36% | +2.30 pts | — | ₹5 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS