Harmoney Finserv India Private Limited • PMS
Synergy Focused Approach for Long Term is a portfolio management service (PMS) strategy run by Harmoney Finserv India Private Limited, launched on 22 Dec 2010. As of 30 Sep 2026, it manages ₹33.53 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +6.13% over 1 year, +9.75% over 3 years and +9.84% over 5 years (+7.11% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 3.69 percentage points ahead of its benchmark. Its 3-year return ranks 87th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by KANNAN RAMADASS.
Ranked nearby on 3-year return: ABM India Consumption Portfolio (+9.76%), Kotak Equity Portfolio Investment Approach (+9.75%), Ksema Wealth Alpha -India Opportunities (+9.69%), Trivantage Capital Select Diversified Equity Portfolio (+9.65%).
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 | -1.98% |
| 3 Months | +2.75% |
| 1 Year | +6.13% |
| 3 Years | +9.75% |
| 5 Years | +9.84% |
| Since Inception | +7.11% |
| management fee | Fixed Fees: AMC CHARGES 2 % OR 1 % |
| performance fee | Variable Fees: Performance FEES 10 % OR 15 % |
| exit load | 1 st Year : 3 % 2 nd Year : 2 % 3 rd Year : 1 % After 3 Years : NIL |
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 callSynergy Focused Approach for Long Term has a 1-year return of +6.13%, a 3-year return of +9.75%, a 5-year return of +9.84% and +7.11% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Synergy Focused Approach for Long Term returned +9.84% against +6.37% for the Nifty 50 TRI, 3.47 percentage points ahead. Over 3 years it returned +9.75% against +6.06%; Over 1 year it returned +6.13% against -7.08%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Synergy Focused Approach for Long Term's 3-year return of +9.75% ranks 87th as of 30 Sep 2026.
Synergy Focused Approach for Long Term is managed by KANNAN RAMADASS at Harmoney Finserv India. The strategy manages ₹33.53 Cr of client assets as of 30 Sep 2026.
Synergy Focused Approach for Long Term manages ₹33.53 Cr of client assets as of 30 Sep 2026.
The fee structure for Synergy Focused Approach for Long Term includes: management fee: Fixed Fees: AMC CHARGES 2 % OR 1 %; performance fee: Variable Fees: Performance FEES 10 % OR 15 %; exit load: 1 st Year : 3 % 2 nd Year : 2 % 3 rd Year : 1 % After 3 Years : NIL.
The minimum investment for Synergy Focused Approach for Long Term is ₹50 Lakhs.
Synergy Focused Approach for Long Term was launched on 22 Dec 2010. It has a 15-year track record.
Description
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