Frequently Asked Questions
"PHD" stands for Passion, Hunger, and Dedication, which represents the core values driving the company's operations.
Yes, PHD Capital is a SEBI-registered Research Analyst (License No. INH000016126) and an AMFI-registered Mutual Fund Distributor (ARN: ARN301724) and APMI registered PMS Distributor (APRN: APRN00865).
PHD Capital offers education services, mentorship, mutual fund distribution, and PMS distribution and complementary Research service.
You can visit their website at https://phdcapital.in/ or contact them through email at support@phdcapital.in.
PHD Capital offers educational programs designed to enhance knowledge in areas such as financial markets, investment strategies, Equity analysis, career building courses which needs NISM certification such as mutual fund distribution, PMS Distribution, Equity Research Analyst etc.
Pradip Halder, the Founder and CEO of PHD Capital Private Limited, is an accomplished trainer with over a decade of experience in the financial services industry. A Certified Market Technician (CMT) Level II candidate and a scholar from IIM Calcutta, he holds an MBA in Finance. With expertise in technical analysis, investment strategies, and equity research, Pradip has a proven track record in financial mentorship. He is dedicated to empowering aspiring traders and investors through insightful market analysis and comprehensive training programs, fostering financial literacy and independence.
A mutual fund is a professionally managed investment vehicle that pools money from multiple investors to invest in a diversified portfolio of securities, such as stocks, bonds, money market instruments, or other assets. Each investor in a mutual fund owns units, which represent a portion of the fund's holdings.
PHD Capital has onboarded more than 40 AMCs, providing access to a wide range of mutual funds. Investors can explore and invest in all types of funds offered by these AMCs, including equity, debt, hybrid, sector-specific funds, and more, catering to diverse financial goals and risk profiles.
No, PHD Capital Does not provide advisory services for mutual funds.
PMS is a personalized investment service that involves managing clients' portfolios with individual strategies, providing customized solutions to achieve specific financial goals.
PHD Capital is a distributor of Portfolio Management Services (PMS) and does not personally manage portfolios. Currently, it is engaged with renowned PMS providers, including Prabhudas Lilladher Pvt Ltd and Ambit Investment Advisors Pvt Ltd, offering clients access to discretionary, non-discretionary, and advisory PMS options tailored to diverse investment needs.
PHD Capital does not charge any fees for PMS services. The fees, such as management fees, are determined and charged directly by the PMS providers.
PHD Capital has empanelled with leading AMCs such as Nippon Life India Asset Management, HDFC, ICICI Prudential, and many others, offering access to over 40+ mutual fund houses.
PHD Capital provides research service and investment insights, but these are free for clients availing any of the company's services.
The research provides market insights, stock recommendations, and analysis to help you make informed investment decisions. However, whether or not to invest is ultimately the client's decision, and risk management, asset allocation, and portfolio diversification are the client's responsibility. Therefore, before making any investment, it is recommended to consult with your financial advisor.
The research is shared primarily through Telegram. Additionally, you can access more information and resources through PHD Capital's website at https://phdcapital.in/.
The duration of courses varies, ranging from a few weeks to several months, depending on the program.
You can enroll by visiting the official website or contacting the company for enrollment details.
The mentorship program provides one-on-one guidance, market analysis, and career development support in the financial sector.
You can apply for mentorship by reaching out to PHD Capital through their official channels or by filling out an application form on their website.
It depends on the type of mentorship service.
Yes, PHD Capital offers mentorship services online.
PHD Capital helps with mutual fund Investment through its own user-friendly application available on both Android and iOS platforms. The app allows investors to view all their mutual fund investments in one place, eliminating the need to visit various AMC websites. It helps in making investment in mutual fund easier. The company also offers access to its services through its website at https://phdcapital.in/.
The minimum investment varies depending on the mutual fund scheme, but typically starts from ₹500 for SIPs.
No, You can ask your financial advisor to choose the right mutual fund based on my goals.
To get started with PMS through PHD Capital, you can contact them to discuss your investment goals. While PHD Capital does not provide investment advice, they will connect you with the appropriate PMS providers and guide you through the process of selecting the right portfolio management service that aligns with your needs.
Investing in PMS through PHD Capital offers the benefit of personalized investment strategies, expert management, and access to diversified high-value portfolios tailored to your needs. PHD Capital acts as a junction, connecting you with reputable PMS providers and ensuring you have the right options to meet your investment goals.
Yes, PHD Capital Private Limited is currently working with Prabhudas Lilladher Private Limited and Ambit Capital Private Limited.
PHD Capital provides equity research, mutual fund analysis, and market updates.
It is a free community where PHD Capital shares investment recommendations, market insights, and research reports.