PATERSON SECURITIES PRIVATE LIMITED • Equity
Paterson Customised is an equity portfolio management service (PMS) strategy run by PATERSON SECURITIES PRIVATE LIMITED, launched on 1 Jun 2024. As of 30 Sep 2026, it manages ₹77.92 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +8.57% over 1 year (-7.65% since inception). Over 1 year, the Nifty 50 TRI returned -2.33%, so the strategy is 10.90 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by prasannabidkar.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.85% |
| 3 Months | +2.76% |
| 1 Year | +8.57% |
| Since Inception | -7.65% |
| management fee | Fixed Fees: AMC charge 2% |
| performance fee | Variable Fees: 0% |
| exit load | 1st year 1% 2nd year 1% 3rd year 1% after 3rd year 0% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callPaterson Customised has a 1-year return of +8.57% and -7.65% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Paterson Customised returned +8.57% against -2.33% for the Nifty 50 TRI, 10.90 percentage points ahead. Figures as of 30 Sep 2026.
Paterson Customised is managed by prasannabidkar at Paterson Securities. The strategy manages ₹77.92 Cr of client assets as of 30 Sep 2026.
Paterson Customised manages ₹77.92 Cr of client assets as of 30 Sep 2026.
The fee structure for Paterson Customised includes: management fee: Fixed Fees: AMC charge 2%; performance fee: Variable Fees: 0%; exit load: 1st year 1% 2nd year 1% 3rd year 1% after 3rd year 0%.
The minimum investment for Paterson Customised is ₹50 Lakhs.
Paterson Customised was launched on 1 Jun 2024. It has a 2-year track record.
Description
All Paterson Securities PMS strategies →Browse all PMS strategies in India →