Aditya Birla PMS / Birla Sun Life PMS – Review, Strategies, Returns, Charges & more

Aditya Birla Portfolio Management Services also known as Birla Sun Life PMS is considered the top-notch PMS service across the nation. In this write-up, we will discuss the detailed assessment of the Aditya Birla PMS including its strategies, yearly returns, commission models etc.

Let’s have a look at the detailed assessment of Birla Sunlife Portfolio Management Services (PMS) –

Overview of Aditya Birla PMS / Birla Sun Life Portfolio Management Services

The table given below is showing the entire details about Aditya Birla PMS-

Aditya Birla is the most prominent stockbroker available across the nation. It was previously referred to as Birla Sun Life AMC Ltd, established in the year 1994 in India. It is a joint enterprise between the Aditya Birla AMC of India and Sun Life Financial Inc of Canada.

The Aditya Birla Group is located in Mumbai, Maharashtra and registered under SEBI (Security and Exchange Board of India). It mainly offers services regarding investment management.

The Aditya Birla includes- offshore funds, fund of fund schemes, debt and treasury products, and hybrid and monthly income funds. Portfolio management service is a part of Aditya Birla Sun Life AMC limited.

The PMS of Aditya Birla is customized for high net-worth individuals to provide tailor-made investment solutions to them. The Aditya Birla portfolio management service provides complete assistance for managing wealth.

After completely understanding your requirements, the portfolio manager will provide you with an optimal portfolio for meeting financial goals. With a research-based strategy, the PM will assist you in investing in strong and healthy businesses with good records and trading at the best prices.

Specifically, High net-worth individuals are becoming specialists and experts in portfolio management services (PMS) for managing their net value.

Now, we will look after the Aditya Birla Portfolio Management Service review, charges, returns and more.

Types of Aditya Birla PMS / Birla Sun Life PMS

Aditya Birla stock broking company is good at offering both discretionary and non-discretionary PMS to its huge base of Corporate Investors (CI) and High Net-Worth Individuals (HNI).

• The Discretionary PMS offerings include Aditya Birla Management Core & Satellite. It is a leading scheme, which normally aspires to provide privilege from the secular earning growth and irrational special situations driven opportunities as well.
• The Non-Discretionary scheme is designed to suit the Risk-Return profile of individual investors. It is while investing in secular growth companies with competitive advantages.

Aditya Birla PMS / Birla Sun Life PMS Fund Managers Details

Look at the table given below to know the details of Aditya Birla PMS Fund Manager –

The fund managers of Aditya Birla PMS hold an AUM of around 22,200 Cr and handle 350+ PMS clients. For any specific client, the stock-broking company offers a minimum investment tenure of 3 years.

Natasha Lulla (Portfolio Manager)

Educational Qualifications of Ms Natasha records to Master in Business Administration in Finance and Marketing from Management Development Institute, Gurgaon, and graduation, it is Economics from Lady Shri Ram College, New Delhi.

As for the work records, she holds a combined experience of 10 years in equity research and fund management. She was previously associated with Goldman Sachs and was responsible for Portfolio Strategy for ASEAN regions.

Vishal Gajwani (Portfolio Manager)

Before working with Aditya Birla, Mr Vishal was associated with Reliance PMS and has gathered an extensive experience of 12 years. The experience he earned is gathered from across the domains of extensive sector research, equity research and portfolio management.

He is the proud owner of several medals and appreciations, alongside the Chancellor’s Gold Medal. Speaking of educational stature, he holds CFA Charter from CFA Institute (USA).

Aditya Birla PMS / Birla Sun Life PMS Strategies

The below-given table is providing details about the Aditya Birla PMS (portfolio management services) Strategies-

According to the above-given table, Aditya Birla PMS offers various types of strategies. The company works more on Large Cap Strategy, Diversified Strategy and Small Mid-Cap Strategy. All such kinds of financial investment strategies are ready with them.

Here is the list of some strategies greatly used by Aditya Birla PMS as follows –

Aditya Birla Innovation 

This strategy is oriented to provide long-term wealth creating in respect with minimal volatility. As per the strategy’s viewpoint, companies which are focused on innovation via new lines of products and processes are chosen.

Benchmark weights are taken into consideration while selecting stocks and industries. A major proportion of investment, i.e. 50% to 75% of the portfolio comprises innovation framework and secular growth-driven companies.

Businesses which have an attractive profile of ROE, cash flow and healthy growth are the target here, and collectively, a diversified multi-cap portfolio with 15-25 companies is created. Bottom-up and fundamental research are deployed to identify high-quality companies with above-average growth, for investment.

Aditya Birla Top 200 core equity portfolio

As the name states, investment is done in large-cap companies, which have a market cap range of BSE 200. Such companies are the centre stone for the growth of our economy. So, via this strategy, such companies are identified and investment is made in them, to benefit from their growth, being a part of them.

The holding period of this strategy ranges from medium to long term. Value investing is chosen by the company here, which together creates the highest value. The portfolio consists of nearly 25-30 quality companies.

Aditya Birla India special opportunities

Businesses that are the centre of the sphere in terms of catalysts and secular growth are of significance here. So, the stock having catalysts that would enhance its value in the next two or three years is the priority.

Companies which are set to benefit from catalysts such as Micro Turnaround, Change in the business cycle, management change, deleveraging, demerger, mid to large-cap potential, and secular growth are taken into consideration.

Together, a multi-cap portfolio is structured, which consists of approximately 15-25 stocks. Companies are studied based on their strong balance sheets, good capital allocation track records and massive returns on capital.

Aditya Birla CEP

Arena chosen for investment is multitap and the companies which are chosen account for almost 25 to 30 stocks. The pillars or the foundation, which results as the base of the strategy are long-term sustainable growth and value-creating businesses. In total, there are four pillars.

Fundamental research and value investing approach are deployed in this strategy of investment, which further leads to the generation of alpha.

Aditya Birla SSP

The quantity of this portfolio accounts for 20-25 stocks. 4 to 6 sectors are of prime focus here, on which 80% of the portfolio is constructed. 4 pillars of investment are chosen here. Sustainable growth in particular industries and companies which create value is highly considered.

Using deploying quantitative screeners, the stocks are picked for investment, while fundamental research and value investment approach are the bases.

Aditya Birla India Consumption

Herein, superior stocks are chosen for investment, which contain the potential of beating the benchmark BSE 200. This strategy strives to create one of a kind portfolio which is inclined towards direct and in-direct consumption. The aim is to be a part of the consumption growth stories in the country.

Aditya Birla Core and Satellite

On the contrary, this particular investment is directed towards beating the benchmark CNX100, by ways of selecting superior stocks and tactical positioning.

As we witness a challenging equity investment environment, this strategy in particular has plans to navigate through the noise, and find means of future growth, and the companies revolving around the same.

It is a dual approach strategy, where the core aspect is a focus on the secular earning growth story. On the other hand, the satellite is focused on benefitting from irrational market behaviours and special situation-driven opportunities.

Aditya Birla PMS or Birla Sun Life PMS – Returns / Performance

The table given below shows a focus on Aditya Birla Portfolio Management Service Returns-

The Aditya Birla PMS (portfolio management service) return is excellent. The stockbroking company is highly capable of beating around 10 years in MFR (Mutual Fund Returns).

The healthy performance and exciting rate of returns together make Aditya Birla PMS the best broking Company across the country.

Aditya Birla PMS / Birla Sun Life PMS Investment Plans

The below-given table shows the investment slabs of Aditya Birla PMS –

The table is giving a good understanding of the investment plans of Aditya Birla Portfolio Management Services. All these investment plans are available to their clients. Each Portfolio Management Service industry has the minimum investment needed for PMS is Rs. 25 Lacs.

The investment slabs of Aditya Birla range from Rs. 25 lakhs to Rs. 5Cr. The Broking house investment plans include- a Bronze investment plan ranging from Rs. 25 lakhs to Rs. 50 lakhs, the Silver investment plan ranges between Rs 50 lakh to 1 Cr., the Gold investment plan starts from Rs. 1 Cr to 5 Cr and the last platinum investment plan is applicable for clients who can invest more than Rs. 5 Cr.

Therefore, the Aditya Birla PMS offers all types of investment slabs with different commission ranges. The broking company clients can select the investment plans as per their requirements. The high investment plans they opt for the elite services they get.

Aditya Birla PMS / Birla Sun Life PMS Fee Structure or Commission Slabs

The table given below is showing the details about the fee structure of Aditya Birla PMS.

Aditya Birla Portfolio Management Service (ABPMS) is classified into 3 different groups-

Aditya Birla PMS / Birla Sun Life PMS Prepaid Commission

In this particular case, before the real tenure begins the commission and management fees are remunerated in advance. However, it is a prepaid commission model, so the commission charge is lower as compared to other models.

Aditya Birla PMS’s prepaid commission model is relatively dependent on investment value.

If you are making an investment amount of Rs 25 lac to Rs. 50 lac and the prepaid commission is 1.6% of the total investment. And with an investment rate of Rs. 50 lac to Rs. 1 Cr. then the commission charge will be 1.5% of the investment.

And if you are investing more than Rs. 1 Crore to Rs. 5 Crore then the commission rate will go down to 1.4% of the investment. And over Rs 5 Crore investment the commission charge will be 1.3% of the investment.

Aditya Birla PMS / Birla Sun Life PMS Volume% Commission

This kind of fees structures is dependent on the number of transactions made by the FM ( fund manager). It is also dependent on the market and some other investment facets as well. This type of commission and fee structure leads to higher commission charges.

In this volume % commission structure, the commission charges entirely depend on the situation of the market and the fund manager’s loyalty.

In case, the transaction volume on yearly basis is between Rs. 25 Lakh – Rs. 50 Lakh then the management fees will be 0.17% of the whole transaction volume. If the total transaction volume is from Rs. 50 Lakh – Rs. 1 Cr, the management charge will be 0.16% of the transaction value.

Moreover, the higher the transaction amount will be the less commission you need to pay, for instance- if you make a transaction amount of Rs. 1 Cr. to Rs. 5 Cr., the commission charge you require to pay will be 0.15% of the total transaction volume. And if the transaction amount goes up to Rs. 5 Cr. or more than Rs. 5 Cr. the management charge is 0.14% of the total transaction volume.

The management fees are normally charged every year. Investors can opt for any transaction volume scheme for healthy returns.

Aditya Birla PMS / Birla Sun Life PMS Profit Sharing% Commission

The profit sharing % module is highly convenient for all the investors because the management charges are to be paid only when the financial gain is realized. This module offers a very high-profit percentage and low risk as well.

The profit % sharing module is greatly beneficial as it is dependent on portfolio performance. Normally, this model is offered to old clients or clients with big portfolios.

If the particular client holds a portfolio with financial gain ranging from Rs. 2.5 lakhs – Rs. 5 lakhs, the profit sharing percentage will be 33 per cent. If the profit amount ranges from Rs. 5 lakhs to Rs. 10 lakhs then the profit sharing is 28 per cent.

For a bit big profit value like Rs. 10 lakhs to Rs. 50 lakhs, the profit sharing will be 25% of the profit amount and the profit amount of more than Rs. 50 lakhs then the profit will be 22 per cent of the total profit amount.

The above-mentioned commission modules are described by keeping in mind the entire requirements of clients or investors. Apart from commission fees or management fees, Aditya Birla PMS group levy various other charges including- brokerage charges, custodian charges, upfront fees, depository charges and exit load as well. These charges will be discussed in the below-given table.

Aditya Birla PMS / Birla Sun Life PMS Charges

In the below-given table, all the Aditya Birla Portfolio Management Charges are provided in detail-

Here is a quick list of some charges which are levied by Aditya Birla Portfolio Management Service ( ABPMS) are as follows-

• Aditya Birla PMS Management Fees – Aditya Birla PMS Management Fees are normally charged according to the commission model discussed between the PMS team and the client.
• Birla Sun Life PMS Upfront Fees – The upfront fees are completely like any prepaid amount or value. It ranges from 1.2 per cent to 2.2 per cent of asset value.
• Aditya Birla PMS Brokerage Charges- Aditya Birla PMS brokerage charges are also levied according to the transactions made through Fund Manager. The charges are mainly levied between 0.01% to 0.06% of the total transaction amount.
• Aditya Birla PMS Custodian Charges – The Custodian fees charged by the PMS house are between 0.25% to 0.45% of total asset value.
• Birla Sun Life PMS Depository Charges – Aditya Birla PMS charges depository fees which range from 0.21% to 0.32% of total asset value.
• Aditya Birla PMS Exit Load Charges – If the withdrawal of the client takes place within 12 months of portfolio creation the charge will be around 1.2% to 2.2% of the total withdrawal value. If the amount withdrawn is done after 12 months then withdrawal is free.

Aditya Birla PMS / Birla Sun Life PMS Benefits

For better understanding, find out the table consisting of benefits of Aditya Birla PMS Benefits-

Here is the complete list of Aditya Birla Portfolio Management Service Benefits as follows-

• The Aditya Birla PMS company offers good top-up a facility to its clients.
• Aditya Birla PMS industry provides back support to all the existing clients so that they can see the detailed report of their portfolio and all the investments as well.
• The PMS industry is also good at offering SMS and Email update facility to the client for all the transactions happening in the account of the beholder.
• Aditya Birla PMS industry also provides to its existing clients or investors such as it offers versatile investment slabs based on clients’ requirements.
• The company also possess massive experience in PMS.

Aditya Birla PMS / Birla Sun Life PMS Customer Care

The below-mentioned table is providing entire details about Aditya Birla PMS Customer Care-

Aditya Birla Client Support offers good and flexible support to its customers including- direct calling service to resolve any type of queries quickly. The PMS industry is also good at providing Whatsapp and Email services to its customers.

However, a client with a high net worth portfolio can directly contact their fund manager 1-7 times a month and clients with low net worth can call their fund manager for support 2-3 times a month.

Aditya Birla PMS also offers Relationship Manager Support for existing and registered clients.

The issue resolving the TAT service of Aditya Birla PMS team is applicable for 9 working days.

Aditya Birla PMS / Birla Sun Life PMS Conclusion

Aditya Birla PMS investment company is the top-notch company available across the nation. They are committed to a wide range of schemes which have given excellent results to their existing clients.

The versatile investment slabs and commission modules of Aditya Birla PMS, provide convenience to their customers. Also, the support system and services are well-structured and useful as well.

If you are looking forward to starting investing in any PMS industry then opting for Aditya Birla PMS is a very good and convenient option.

Aditya Birla PMS FAQs

Check out various FAQs related to Aditya Birla PMS:

How can I invest with Aditya Birla PMS?

When investing in Aditya Birla PMS, the method is incredibly quick and hassle-free. You will find a fill-up form for Invest In Aditya Birla brokerage PMS when you visit our website. To select a critical service, complete the mandatory details, such as your name, mobile number, and city, and then click the Submit button. In this way, it will take you to the further stages of investment.

Who is the current fund manager of Aditya Birla PMS?

Natasha Lulla maintains job records and 9 years of cumulative experience in equity analysis and fund management. She was formerly affiliated with Goldman Sachs and was responsible for the ASEAN Area Portfolio Strategy. Mr Vishal was affiliated with Reliance PMS before working with Aditya Birla and acquired 11 years of comprehensive experience. In addition to the Chancellor’s Gold Star, he is the proud owner of several awards and accolades. He keeps the CFA in terms of educational stature.

What is the approx AUM of Aditya Birla PMS?

The Aditya Birla PMS fund managers hold an AUM of about 22,200 Cr and handle more than 350 PMS customers. The stock-broking firm offers a minimum investment term of 3 years for every single customer.

Where can I check the return or performance of Aditya Birla PMS?

You need to refer to this article for the same where; we supply you with different heads. The data is designed and provided in a very systematic manner under appropriate topics. This is why all the data is available here.

What are the different strategies used by Aditya Birla PMS?

There are different kinds of strategies provided by Aditya Birla PMS. You are bound to find a large-cap strategy and several multiple-cap strategies. The large-cap provided by the company is the Top 200 Core Equity Portfolio, which is driven by a strong investment philosophy.

Where to find the fee structure and commission rate of Aditya Birla PMS?

Within the report, you can find all the details needed regarding the fee structure and the commission rate. You only need to find the area in which it is positioned and the head. For the convenience of the customers, all the information is normally placed in a tabular way.

How to call or reach Aditya Birla PMS customer care?

Customer service support is provided by Aditya Birla PMS. In the report, you have a section that provides you with information about what kinds of customer support services are available and the number of methods of using these services. First, a map of the services available is given, followed by specific steps for the services.

What are the benefits of investing with Aditya Birla PMS?

Aditya Birla’s PMS is designed for high-net-worth individuals to provide them with tailored investment strategies. Full assistance for managing wealth is offered by the Aditya Birla portfolio management service. The fund manager will provide you with an appropriate portfolio to achieve financial targets after thoroughly knowing your requirements. The PM will help you invest in strong and stable companies with good records and truth through a research-based approach.

What are the different charges involved with Aditya Birla PMS?

Aditya Birla PMS Management Fees-Aditya Birla PMS Management Fees are usually paid according to the PMS team and customer commission model discussed. Upfront fees, Brokerage Charges, Custodian Charges, and Depository Fees are some of the charges, while there is also a withdrawal fee and exit load fee. 

ICICI Pru PMS – Review, Strategies, Returns, Charges & more

ICICI Pru PMS is one of the leading Portfolio management services in India. The ICICI is India’s renowned private sector bank offering banking solutions with ease. This article is about ICICI Prudential Portfolio management services, strategies, yearly returns, commission model etc.

Find a detailed review of ICICI Pru Portfolio Management Service below.

Overview of ICICI Pru Portfolio Management Services

Here, the table below provides all the information on ICICI Pru PMS

ICICI Prudential AMC caters to customer needs of investment through focused portfolios. ICICI is the first financial institution to offer Portfolio Management Services in the year 1995.

Serving with a successful track record of over 10 years. The registered headquarter is located in Mumbai, Maharashtra. Mr Nimesh Shah is the key person behind the origin of ICICI Prudential portfolio management services.

Nimesh Shah is the CEO and MD. Today, the company is serving a strong base of happy PMS investors of over 7,000.

ICICI Prudential is known for customer-recommended investment portfolios. Therefore, we are the first choice among all investors. We understand the client’s objectives and needs. We create a best-suited portfolio, therefore clients value our services.

Types of ICICI Prudential PMS

The firm offers both Discretionary and Non-Discretionary PMS. The choice of PMS depends upon the client. A large group of customers prefer to take Discretionary PMS and the fund managers take them directly in control.

Others decide to go through the consultancy before taking the final action.

ICICI Pru PMS Fund Managers Details

In this table, we learn about the details of ICICI Prudential PMS fund managers details-

Anand Sharma (Portfolio Manager)

Mr Anand Sharma is imposed with the responsibility of managing two funds or schemes, Flexicap and Wellness. He was part of Oracle Financial Services Software Limited before being associated with ICICI Pru PMS in 2014.

This leads him to a total of 8 years of experience, where he specialized in research in the arena of pharmaceuticals, Healthcare, Metals, Mining, Sugar and Textiles.

Parag N Thakkar (Portfolio Manager)

Mr Parag is a part of IPAMC from the year 2016, precisely in December. He is presently the manager of the thematic category in the PMS segment. The experience he holds sums up to 15 years, and his previous works with Quant Capital, Brics Securities and Refco Sify Securities (Now Philips Capital) count up to it.

ICICI Pru PMS Strategies

Find the table of ICICI Pru Portfolio Management Service below.

ICICI being a global Indian bank provide different types of PMS strategies to its customers. We are the first choice among the investment makers because we fulfil all requirements of the investor.

We work to offer large-cap strategies, Diversified strategies and small-midcap strategies.

Here below we have thrown light on the philosophies of some strategies-

ICICI Pru Contra Portfolio

Capital appreciation is aimed to achieve in this strategy, where the company predominantly invests in equity and equity-related instruments via, contrarian investing.

Financial instruments chosen for investment are debt instruments and money market mutual funds schemes.

Portraying the strategy, the company aims to invest in stocks and sectors which are underperforming presently, and are valued at their intrinsic value but are likely to grow in the long run.

ICICI Pru Large Cap Portfolio

Companies which have high growth potential, but presently are reasonably priced are the chosen ones here. The top-down approach is used used in this strategy, where key macroeconomic and sector themes are recognized for investment.

Also, other targets achieved are reduced concentration risk, using diversification across multiple sectors. Large-cap companies are intended for investment, which has a proven track record and effective management and good growth potential.

ICICI Pru PIPE Portfolio

The philosophy of the investment strategy, as stated by the company is long terms capital appreciation via investment in mid and small-cap segments. The exposure is provided in companies which are presently on the positive spectrum of the economic moat and are put through special situations, such as unfavourable business cycles.

Companies possessing strong fundamentals, such as that of present market leaders are chosen for investment. Also, the strategy looks at companies which are presently considered among the small-cap companies but are all set to be grouped under large-cap companies in the mere future.

Factors which are an assurance of such growth and expansion are a strong line of upcoming business, effective management, improving margins and more.

ICICI Pru Value Portfolio

Standing true to the name, the strategy follows a value investment approach where investment is done in stock with high potential by presently offered at fair or intrinsic value.

This approach believes that the markets in the long run determine the potential of underperforming stocks. As this would result in a rerating or appreciation in the particular stock’s price, the approach is adopted.

ICICI- ACE Strategy

ICICI Prudential PMS ACE Strategy is introduced for the customers to offer long-term capital appreciation. The portfolio consists of stocks from diverse segments and sectors to bring exposure to investors.

The portfolio is formed of equity and equity-related securities of Non-Zero Sum, Under-Penetrated Themes” in India. The benchmark for the fund is the Nifty 500.

ICICI Pru Flexi Cap Portfolio

So, this strategy aims to diversify the equity portfolio, achieve long-term capital appreciation and generate likewise returns. The target of this strategy is long terms capital appreciation via GARP Philosophy, i.e. Growth at a Reasonable Price.

A mixture of the top-down and bottom-up approaches is put to play here and stocks which will benefit from macroeconomic and sectoral themes are chosen.

ICICI Pru PMS Returns / Performance

This table guides the PMS Returns and overall performance of ICICI Prudential PMS –

As seen in the table, the growth of the return rate is excellent.

This shows how well and stably it grows over the years. Therefore, ICICI is one of the leading demands among investors.

ICICI Pru PMS Investment Plans

The table below shows the investment plans of ICICI Pru Portfolio Management Service –

After checking out the above table you have calculated the various investment slabs available to ICICI Prudential PMSs. The minimum investment required to invest in the Portfolio strategy is 25 Lakhs.

ICICI being a customer-friendly bank for generations have investment plans for all. We cater investment strategies for all ranges taking care of the masses.

There are many types of investment plans like Gold, silver, bronze, and platinum. This allows the client to choose according to his budget and needs. The bronze plan comes in between the range of INR 25 Lakh to INR 50 Lakh.

The silver plan has a range between INR 50 lakh to INR 1 crore. The Gold plan comes between the ranges of INR 1 Crore to INR 5 Crore while the Platinum plans possess above INR 5 crore investments.

ICICI Pru PMS Fee Structure or Commission Slabs

Below are the ICICI Prudential PMS Commission slabs –

The fee structure of ICICI Prudential PMS has been characterized into Prepaid commission, Volume % commission and Profit %sharing commission. This has been described in detail below-

ICICI Pru PMS Prepaid Commission

In this fee structure, the management will take its fees in advance before the tenure gets started. The commission charges are lower than another model because this is a prepaid model.

The prepaid model of the investment is dependent upon the Investment amount of the client.

In the table, the prepaid commission is stated – with investments of Rs.25Lakh – Rs.50Lakh, the prepaid commission is 2.2%, For investments of Rs.50Lakh – Rs.1 Cr., the prepaid commission is 2.0%.

For Investments of Rs.1 Cr – Rs.5 Cr the prepaid commission is 1.8%; for investments of above Rs.5 Cr, the prepaid commission is 1.6%. So, like this, the prepaid commission varies from low and high, based upon the invested amount.

ICICI Pru PMS Volume% Commission

This type of fee structure is based on the total number of transactions made by the fund manager. The fee structure dependability is also footed on the current market scenarios.

This kind of model tends to give a fine commission payout.

In volume % commission model depends upon the market situation and the fund manager’s loyalty.

As shown in the table, if the yearly transaction sum is between INR 2.5 Crore to INR 5 Crore, then 0.22% of management fees will get deducted.

If the transaction amount is 50L-1 Cr then management fees would charge 0.20% of the total transaction amount. When the transaction amount is between 1 Cr- 5Cr, the management would charge 0.17%.

If the transaction amount is above 5 Cr, the management would charge 0.15% of the total transaction volume.

ICICI Pru PMS Profit Sharing% Commission

In the above table, one can see, how the management fees vary according to the profit amount. Like, if the profit amount is Rs.2.5 Lakh – Rs.5 Lakh, the management would assert management fees, 33% of the total profit amount.

At, a profit amount of Rs.5 Lakh- Rs.10 Lakh, the management would charge 31% of the total profit.

When the profit amount is Rs.10 Lakh – Rs.50 Lakh, the management would charge 28% of the total profit and when the profit Amount is above Rs.50 Lakh then the management would take 26% of the total profit earned.

All the above fees structure or commission models are based on the customer’s requirements. Apart from the commission fees, there are other charges that the PMS house would charge like brokerage, upfront fees, Depository charges, Exit load and Custodian charges.

ICICI Pru PMS Charges

In the below table, you can see details of other charges that are exerted during ICICI Pru PMS-

• Management fees- This is agreed upon between the client and us during the selection of the PMS commission model.
• Upfront fees- This is also charged by the PMS management, which is more like a prepaid value, it ranges from 1.4%-2.0% of the value of the total assets.
• Brokerage charges- The fund manager also charges Brokerage fees which are 01.5%- 0.035% of the transaction value.
• Custodian charges- The PMS house also charges custodian fees which are 0.4%- 0.5% of the asset value.
• Depositary charges- The depositary charges are between 0.18%-0.22 per cent of the asset value.
• Exit Load Fees– The exit load in the PMS House is dependent upon the duration of the withdrawn amount and the amount’s range. If the immediate withdrawal takes place that is within 1 year of the creation of the portfolio then the exit load fee is 1.5%-2.55 of the withdrawal value.

If the withdrawal takes place post 12 months then only 1% is charged to the withdrawn amount.

ICICI Pru PMS Benefits

Look at the below table to get the whole idea of ICICI Prudential PMS benefits-

The ICICI Pru PMS provide you with the following benefits –

• The ICICI PMS house offers you the TOP-up facility with a minimum amount of INR.
• PMS clients can check their detailed portfolios online including the investments made.
• ICICI PMS house provide transaction related details through SMS update and e-mail
• For client satisfaction, PMS offers flexibility in their investment plans and commission models.
• Our PMS house has over a decade of experience in holding portfolio services to a client range.

ICICI Pru PMS Customer Care

In the table below, details of customer support regarding PMS are provided-

The issue resolving TAT for the ICICI Prudential PMS team is 8 working days.

ICICI PMS house provides a Direct Call service to support clients and resolve their every query. WhatsApp and E-mail support are offered around the clock.

We give clients the support of relationship managers. In case of high asset investment like over INR 1 Crore, we offer a direct call facility with the fund manager 3 – 5 times a month. Investors with low net worth can only connect 1-2 times in a month.

ICICI Pru PMS Conclusion

ICICI Pru PMS is the top-listed PMS solution today available in India. Our clients are satisfied to take the wide range of strategies available under one roof.

We thrive to offer satisfaction to each client by giving them a vast pool of choices of investments related to their budget. Moreover, the support system we offer is incredible and highly structured.

So, why worry about investing your money, come to ICICI Prudential PMS where you can achieve your best investing dream.

ICICI Prudential PMS FAQs

How can I invest with ICICI PRUDENTIAL PMS?

ICICI Prudential AMC caters to customer needs of investment through focused portfolios. The process is completely simple and hassle-free for investing in ICICI Prudential PMS. When you open our website, you’ll find a form to fill in. Complete the mandatory information such as your name, mobile number and city, select the critical service and then click the submit button. You will be directed to the further steps of investment in this way.

Who is the current fund manager of ICICI PRUDENTIAL PMS?

The current fund manager of ICICI PRUDENTIAL PMS is Mr Parag N. Thakar. Parag N. Thakar handles, under the thematic PMS group, Value Portfolio, Big Cap Portfolio, Absolute Return Portfolio, Enterprising India Portfolio-II and Flexi-cap schemes. He has about 14 years of experience in finance management. Parag is a professional MBA from a renowned university.

What is the approx AUM of ICICI PRUDENTIAL PMS?

The maximum AUM the Marcellus PMS Pvt limited holds is 5,000 Cr. This is normally held by the fund manager which in this case is Mr Parag N Thakar. The company is serving a strong base of happy PMS investors with over 7,000.

Where can I check the return or performance of ICICI PRUDENTIAL PMS?

The returns and performance of ICICI PRUDENTIAL PMS, it is present right on the website. We show the full facts and figures in a tab for the convenience of our customers. ICICI PRUDENTIAL is known for offering an outstanding portfolio management service and has exceeded the returns of mutual funds for more than 10 years.

What are the different strategies used by ICICI PRUDENTIAL PMS?

In the form of a table, the website includes the different techniques that ICICI PRUDENTIAL integrates. The ICICI PRUDENTIAL PMS house has different kinds of efficient PMS strategies, as per the table given above. Typically, they use Small Cap and Multi Cap Tactics. All investment philosophies are very accessible to the business.

Where to find the fee structure and commission rate of ICICI PRUDENTIAL PMS?

Data on all the details of ICICI PRUDENTIAL PMS are included in the report. With all the significant heads, we’ve detailed you and done so in the form of tables. Therefore, you only have to locate the head under which the details are given to find the fee structure and commission rate of ICICI PRUDENTIAL PMS.

How do call or reach ICICI PRUDENTIAL PMS customer care?

To help customers and answer their every question, the ICICI PMS house offers a direct call service. Whatsapp and e-mail support are available round the clock. They owe the consumer the assistance of a relationship manager. They provide a direct call facility with the fund manager 3-5 times a month in case of high asset investment such as over INR 1 Crore. Investors with low net worth are only able to connect 1-2 times a month.

What are the benefits of investing with ICICI PRUDENTIAL?

With a minimum amount of INR, the ICICI PMS house offers you the TOP-up facility. Including the investments made, PMS customers can search their comprehensive portfolios online. The ICICI PMS house provides details of transactions via SMS update and E-MAIL. For customer loyalty, in their investment plans and commission models, PMS provides versatility. Our PMS house has over a decade of experience in the consumer spectrum of portfolio services.

What are the different charges involved with ICICI PRUDENTIAL?

There are various charges involved in the Marcellus PMS. The taxes that are levied include Upfront fees, Brokerage charges, Custodian charges, Depository charges, and Exit load within the time of one year.

ASK PMS – Review, Strategies, Returns, Charges & more

Ask Portfolio Management Service is a renowned and leading PMS-providing industry in India. This article will discuss a detailed review of Ask PMS including- its ratings, strategies, types, commission model, fee structure, returns, investment plan and more.

Overview of Ask Portfolio Management Services

Find a detailed overview of the Ask portfolio management service in the table given below-

Ask Portfolio Management service is a very leading and well-known wealth and asset management industry, founded in 1983 by Asit Koticha. It is a private company located in Mumbai, Maharashtra.

The broking house generally manages investment value across various ‘discretionary’ investment portfolios (where the fund manager or portfolio manager makes decisions without even requiring your consent at every single step). The company is also listed in Stock Market.

The greatly popular business model of Ask company is Portfolio Management Service (PMS).

The company is known greatly for its PMS performance in the market. It has a huge list of portfolio managers who manages and handles their PMS business. Most of its growth was driven by the performance of investment portfolios.

The company invests solely in Indian-listed equities for its clients who are domiciled in India and offshore through commingled funds and segregated accounts.

Now, we will discuss the Ask portfolio management service company review, its PMS returns, PMS charges and more.

Types of Ask PMS

The Ask portfolio management service company provide two types of PMS- Discretionary PMS and Non-Discretionary PMS.

Generally, most of the clients choose to have the Discretionary PMS type because in this type the whole account is handled and managed through the portfolio manager of the Ask PMS. While some customers opt to take decisions regarding investment with the help of consultancy.

Ask PMS Fund Managers for Details

The table given below is providing the entire details about the fund manager of Ask PMS company.

Prateek Agrawal (CIO)

From among the intellectuals that constitute the management team, Mr Prateek Agarwal is the CIO, a well-read and qualified individual. He holds MBA from XIM Bhubaneswar – India, as his highest qualification. The experience he gained constitutes up to 23 years in capital markets.

SBI Capital Markets in 1994 was his stepping stone, where he worked for ten years, following which he worked in ABN Amro Asset Management Company for a little over 4 years as Head – Equities. His latest experience is from Bharti Axa IM as Head of Equity, from where he stepped into the ASK group in Apr ’11.

SUMIT JAIN (Portfolio Manager)

Another intellectual from the industry is Mr. Sumit Jain, who is equally determined and qualified. Before joining ASK Investment Managers, he gained work experience from First Global tracking the US macro economy and FMCG sector.

His experience accounts for 13 years working with ASK Investment Managers. His next engagement is in context with the research of business within the ASKIM universe. Furthermore, his articles found a way to the leading US business journals. As far as his qualification is concerned, he holds Post Graduation degree in Management from Mumbai University

Chetan Thacker (Portfolio Manager)

Here are the details of the next fund manager, which has an industry experience of more than 12 years with 7 years plus in equity research. He is a sector research expert in the areas of agriculture, chemicals, metals & mining and midcaps.

Prior work commitments of Chetan Thacker were in McKinsey & Co, HSBC InvestDirect, and Emkay Global Financial Services. Speaking of the educational qualification gathered, it is CFA (ICFAI University) and PGDBM from NMIMS.

Ask PMS Strategies

The below table is providing details about the Ask portfolio management service strategies-

According to the table given above, the Ask PMS house offers a variety of portfolio management service strategies. The company normally look after large-cap strategy, diversified strategy and small-mid cap strategy. All these strategy types are provided by the company to all of its clients.

Here are some effective strategies utilized by the Ask PMS house-

ASK Financial Opportunities Portfolio

A pool of high-quality and high-growth equities of varied companies is included for raising wealth to a significant level in the long term. The businesses are collected from diverse sectors and primarily include the Banking and Financial Services segment.

The range of market capitalization of these businesses, too, differs from one another on a large scale. These funds are ideal for far-looking investment aspects.

ASK Growth Portfolio

ASK Group has incorporated decades ago. It has served as an enormous opportunity for investors in the financial market. Investors from every segment can invest and create wealth; they can work on their long-term or short-term objectives and attain the same with the support of a reliable source.

With a wide range of choices, any investor can achieve their goals and grow.

ASK India Select Strategy

The strategy is driven by the perspective of investing in high-quality and growth companies. The objective is to attain capital preservation and capital appreciation, over the long term.

Key aspects of the created portfolio are companies which have achieved an optimal blend of business, have strong earnings growth, and address the large size of the opportunity, while also being available at an appropriate price value gap.

ASK IEP Strategy

IEP or Indian Entrepreneur has an object of investing in India Entrepreneurs. The identified ones are selected on the grounds of high standards of governance, vision, execution, capital allocation and distribution. They are the ones who have skin in the game.

The businesses chosen are the ones where the highest long-term earning growth prospects are encountered. They are large and strong business opportunities.

Ask PMS Returns / Performance

The below table is giving details about Ask PMS returns and performance-

The Ask PMS house’s rate of return is really good and satisfying. The PMS house is normally capable of beating around 10 years of MFR ( mutual fund returns).

The Ask portfolio management return performance for the initial 1 year is -6.25%, for 2 years is 25.89%, for a complete 3 years is around 8.45%, and since inception is 7.40%.

Normally, the healthy and satisfying return rate makes Ask PMS most leading broking company available around the country.

Ask PMS Investment Plans

The given table is providing details about the Ask portfolio management service investment plans.

The entire table given above is providing a good understanding of investment plans available for Ask PMS customers. The minimum investment amount of Rs. 25 lakhs is required for portfolio management service.

All ranges of investment plans are available at Ask PMS house. The company has a Bronze investment slab consisting of Rs. 25 lakh to Rs. 50 lakh. The silver investment slab ranges from Rs.50 lakh to Rs. 1 Crore.

The higher investment plans including- the Gold investment plan ranges from Rs. 1 Cr. to Rs. 5 Cr. An investment of more than Rs. 5 crores comes under the Platinum investment plan.

With all the various investment slabs, it is understood that a high investment amount normally leads to low commission charges and elite services as well.

Ask PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Ask PMS house as follows-

Find the details about the types of commission models or fees structure offered by Ask PMS house as follows-

Ask PMS Prepaid Commission

Under Prepaid Commission Model, the commission charges or fees are to be levied priority before the beginning of the actual tenure. As it is a prepaid fee structure so, in comparison to other commission models, charges will be quite low.

The prepaid fee structure is completely dependent on portfolio investment volume.

Here, if the investment value ranges from Rs. 25 lakh to Rs. 50 lakh, the prepaid commission is 1.5% of the total investment amount. With Rs. 50 lakh to Rs. 1 Cr. of investment volume, the prepaid management charges will be 1.4% of the total investment value.

With high investment value such as an investment of Rs. 1 Cr. to Rs. 5 Cr., the charges will be 1.2% of the investment amount. And if the investment is done with more than Rs. 5 crores, the charges will be 1.0% of the total investment amount.

Ask PMS Volume% Commission

This type of commission model or fee structure is wholly dependent on the transactions made by the portfolio or fund manager. It is also on two more aspects including- market situation and another such investment aspect. The volume % commission model requires a high payout from the clients.

Under the volume% fees structure, the commission charges are normally dependent on the loyalty of FM and market status as well.

For instance- if the annual transaction amount ranges from Rs. 25 Lakh to Rs. 50 Lakh, the commission charges to be charged is 0.17% of the total transaction volume. And if the transaction value is between Rs. 50 Lakh to Rs. 1 Crore then the payable charge is 0.16% of the total transaction volume.

For high transaction amounts like- Rs. 1Cr. to Rs. 5 Cr. the commission charge is 0.14% of the total transaction amount. If the transaction value is more than Rs. 5 Cr. the charge is 0.12% of the total transaction volume.

Ask PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

It is considered a highly satisfying and convenient commission model for all the clients because the management charges are taken only when the revenue is realized. There are low risks and a very high percentage in this model. The profit sharing % model is an extremely convenient commission model as it is wholly dependent on the investment portfolio performance. Normally, the Ask PMS house offers this commission model to clients with large investment portfolios.

The investment portfolio consists of a profit range of Rs.2.5 Lakh to Rs. 5 Lakh, the share will be 25% of the total profit. If the portfolio’s profit range is between Rs. 5 Lakh to Rs. 10 Lakh, the profit sharing is 23% of the total profit.

Additional information

With huge investment portfolios like Rs. 10 Lakh to Rs. 50 Lakh, the sharing is 21% of the total profit. And with more than Rs. 50 lakh of profit amount, the sharing will be 19% of the total profit amount.

All the commission models provided by the Ask PMS house are typically personalized as per the needs of clients. Apart from commission and management charges, some other charges like depository fees, upfront fees, custodian fees, brokerage fees and exit load charges are also levied. Detailed information on all these charges is given below.

Ask PMS Charges

The below-given table is giving information about Ask Portfolio Management Service Charges-

Here is the quick list of charges imposed by Ask PMS company are as follows –

• Management Fees- Generally, management charges are levied from clients as per the commission model they agreed upon.
• Upfront charges-Upfront charges are also levied by the Ask PMS industry. This type of fee is like an advance amount. The charges have to be paid in advance and it ranges between 0.8% to 1.8% of the total asset value.
• Brokerage charges- The Ask PMS solution also charge brokerage fees based on the whole transactions made by the portfolio manager. The brokerage charges are to be paid between 0.01% to 0.035% of the total transaction value.
• Custodian Charges- The portfolio management solution-providing company also charges custodian fees from all of its clients. The custodian fees typically range from 0.2% to 0.3% of total asset value.
• Depository Charges- The depository fees are charged normally between 0.11% to 0.21 of total asset value.
• Exit Load Charges- Exit load charges are normally levied every year. For instance- if the amount is withdrawn within a year of investment portfolio creation the charges to be paid will be 0.7% to 1.4% of the total withdrawal value. And if the withdrawal transactions are happening after 1 year then in some cases, it is not chargeable and in some cases, it is 0.2% of the total withdrawal value.

Ask PMS Benefits

Find the details about Ask PMS advantages in the table given below-

The complete list of Ask PMS advantages is given below for a better understanding-

• The Ask Portfolio Management Service house generally offers a top-up facility to its customers for their convenience and satisfaction.
• The Ask PMS back office login is also accessible to all of its clients. With the help of a back office login service, clients can have the details and reports of their investment portfolio.
• The company do provide an SMS update facility and email update facility to their clients. With this facility, clients can have updates regarding the transactions happening in their accounts.
• The Ask PMS house is also good at providing flexibility regarding investment plans and commission models to their clients.
• The company is holding around 2 decades of massive experience in the portfolio management service sector.

Ask PMS Customer Care

The table given below is showing a detailed view of Ask PMS Customer Care.

Ask the Portfolio Management Service company to provide good support and services to its customers i.e. direct call service for finding a solution to any query. The PMS company also provide email support to its clients. Clients can shoot an Email directly to their fund manager to resolve their query related to PMS.

Ask PMS is also good at providing Relationship Manager Support to all of its customers. They normally provide direct calling facilities to fund managers to high net worth and low net worth clients as well. High-net-worth clients can call their fund manager 5 times a month and low-net-worth clients can call 2-3 times a month.

Ask portfolio management service company issue resolving TAT is for 15 working days. Clients are allowed to resolve their issues within 15 working days.

Ask PMS Conclusion

Ask Portfolio Management Service is one of the leading asset management companies available across the nation. The company has effective PMS strategies that have provided extremely amazing and satisfying results to its clientele or investors.

The company has customized flexible commission models and investment slabs as per the requirements of its clients. Its great support system, as well as services, are also very well structured and favourable for clients.

If you are in search of any favourable and leading PMS (portfolio management service) solution which has good investment slabs and commission models, go for Ask PMS. It is good at serving investors regarding PMS or Investment management.

Ask PMS FAQs

Ques – How can I invest with Ask PMS?

Answer – All you have to do is open the link to our post to invest in the Ask investment PMS. If you do so, you will find a small form with some mandatory fields to fill in, and once you fill in the fields, the investment information will be further provided.

Ques – Who is the current fund manager of Ask PMS?

Answer – The CIO, a well-read and trained person, is. Prateek Agarwal. As his top qualification, he holds an MBA from XIM Bhubaneswar-India. He has accumulated up to 22 years of experience in capital markets. In 1994, SBI Capital Markets was his stepping stone, where he worked for 10 years, after which he worked as Head-Equities at ABN Amro Asset Management Company for a little over 3 years. His new experience as Head of Equity comes from Bharti Axa IM.Mr. Sumit Jain, who is equally decisive and qualified, is another intellectual from the industry. Before joining ASK Investment Managers, he acquired work experience in the US macroeconomy and FMCG field from First Global monitoring.

Ques – What is the approx AUM of Ask PMS?

Answer – The manager of the Ask PMS fund typically holds around Rs. 18000 Cr. AUM handles 290+ clients as well. For any client, Ask PMS has a minimum investment period of 3 years.

Ques – Where can I check the return or performance of Ask PMS?

Answer – You can easily locate the return or output of the Ask PMS inside the article. We provide you with all the data for you to determine, along with the company’s ratings and its success status. Therefore, by only finding the head, all the available details can be found.

Ques – What are the different strategies used by Ask PMS?

Answer – Ask PMS for a big-cap strategy, a diversified strategy and a small-mid-cap strategy. The ASK India Select Strategy is driven by investment opportunities in high-quality and rising businesses. The goal is to achieve, over the long term, capital preservation and capital appreciation. The ASK IEP Strategy is aimed at investing in entrepreneurs from India. The defined ones are chosen based on high governance, vision, execution, allocation of capital and distribution standards.

Ques – Where to find the fee structure and commission rate of Ask PMS?

Answer – The details about the fee structure and the commission rate for the Ask Investment PMS are available on the website. We provided detailed descriptions and did so in the form of tables and charts with all the key heads. To find the Ask Investment PMS fee structure and commission rate, the website offers the finest sources.

Ques – How to call or reach Ask PMS customer care?

Answer – The Ask PMS offers different facilities relating to the facility for customer care. We help to provide customers with the utmost ease. To access the services, facilities such as call numbers, WhatsApp and email are also given.

Ques – What are the benefits of investing with Ask PMS?

Answer – One of the leading asset management companies available across the nation is Ask Portfolio Management Service. The business has powerful PMS techniques that have provided its clientele or investors with incredibly impressive and fulfilling outcomes. The organisation has customised flexible commission templates and investment slabs in compliance with its customers’ requirements. As well as facilities, its great support system is also very well organised and favourable for customers.

Ques – What are the different charges involved with Ask PMS?

Answer – The quick list of fees levied by Ask PMS is as follows— According to the commission model they settled on, management fees are obtained from customers. The Ask PMS industry even levies upfront charges. This type of fee is like the amount of an advance. The fees must be paid in advance and range from 0.8per cent to 1.8per cent of the total value of the asset. Brokerage commissions, Custodian fees, and Exit Load Charges are the other charges

Ques – Where can I find all the details about Ask PMS?

Answer – The data on all Ask Investment PMS details is available on its website. Detailed descriptions were also given to all the appropriate heads and did so in the form of tables and charts. The information can now be easily found.