Harmoney Finserv India PMS strategies

Harmoney Finserv India runs 5 portfolio management strategies listed with APMI, managing โ‚น198 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: September 2026 ยท Source: APMI ยท Updated

5 PMS strategies by Harmoney Finserv India, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Intellect Multi Asset Through ETFMulti Assetโ€”โ‚น115 Cr+16.46%โ€”โ€”โ‚น50 Lakhsโ€”
Synergy Focused Approach for Long Termโ€”KANNAN RAMADASSโ‚น33.53 Cr+9.75%+3.69 ptsSee strategyโ‚น50 LakhsSep 2026
Prospect Asset Allocation StrategyMulti Assetโ€”โ‚น26.13 Cr+15.84%โ€”โ€”โ‚น50 Lakhsโ€”
GeniusEquityKANNAN RAMADASSโ‚น12.48 Crโ€”โ€”See strategyโ‚น50 LakhsSep 2026
India Story Consistent CompounderEquityโ€”โ‚น11.32 Cr+10.08%โ€”โ€”โ‚น50 Lakhsโ€”

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. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

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