2point2 Capital PMS is a well-known industrial investment company. The company concentrates on taking long term asset consideration from Indian organizations. They take over the investment amount at a very reasonable cost.
The capital management team takes care of the company’s goal very well. Their regular dedication and hard work results in the generation of good returns. The returns obtained goes beyond the equity index in the long run.
In this Article, We will go through in-depth review of 2point2 capital Portfolio Management Service, its returns, funds manage details, charges & more.
2Point2 Capital PMS – Customer Ratings & Review
This below slab shows the ratings of 2point2 Capital PMS or the particulars about customer reviews
|2Point2 Capital PMS Ratings|
|Returns Performance||3.3 / 5|
|Services||3.2 / 5|
|Charges||3.1 / 5|
|Experience||3.0 / 5|
|Strategies||3.1 / 5|
|Client Support||3.1 / 5|
|Overall Ratings||3.1 / 5|
Overview of 2Point2 Capital Portfolio Management Services
Take a glance in this board, to be familiar with 2point2 Capital PMS-
|Registered Location||Mumbai, Maharashtra|
|Leadership||Amit Mantri, Savi Jain|
|Yr. of Establishment||2005|
2Point2 was co-founded by Amit Mantri and Savi Jain. They have a combined investing experience of 17 years, primarily in the private equity and hedge fund industry.
The founders studied together at IIT Kharagpur more than a decade back. The name is deducted from the road which runs in-between the center of IIT Kharagpur, which has a width of ‘2.2’, is an interesting story behind the given name of the firm.
The firm was founded by Savi Jain and Amit Mantri. They both have good experience in handling finance and capital market. Their joint practice in handling market share is of 17 years.
They have evaded in private equities and fund industries. They both accepted their collegiate from IIT Kharagpur, around about 10 years back.
2point2 capital performs taking care of the investment philosophy that is affected by Benjamin Graham, Charlie Munger, and Warren Buffet.
According to them, they focus on value investing and belief of purchasing a security at a reduction to its inherent value. When 2point2 capital invests in a stock, they believe that they have bought the business and not only the stock.
The firm believes in the business stronger than the regular fluctuating share market. 2point2 Capital views market instability positively towards purchasing the securities at a rebate.
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Types of 2Point2 Capital PMS
There are 2 types of 2Point2 Capital Portfolio Management Services –
|Types of PMS|
The company offers both Discretionary and Non-Discretionary PMS. Customer chooses the type of PMS only at a time before making an investment but as through facts, customer mostly opts Discretionary PMS wherein buying and selling choice are made by the portfolio fund manager to the client’s account.
In PMS so as to Non-Discretionary, all the asset decision is taken by the client.
2Point2 Capital PMS Fund Managers Details
Below board show the information of the Fund manager –
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 2,100 Cr.|
|Number of Clients||150+|
|Investment Tenure||Minimum 3 yr.|
The company runs as a private organization and its headquarters are in Mumbai, Maharashtra. The company is directed and founded by Amit Mantri and Savi Jain in the year 2005.
Mr. Savi has worked in asset management for 9 years and more than 6 years in the private equity industry. He has been an Associate director at Tano capital. He also has served for MSH Sarees for 6 years. Previously, before working with Tano, he had been with other venture named Frontline ventures.
He had built up to 500 investment bed in private equity during all his 6 years. Savi has begged too many hi-rated investments in the Indian capital market namely, Shilpa Medicare, Astra Microwave, DCB bank, and Safari Industries. Talking about his educational background, Mr. Savi has graduated in Industrial engineering from IIT Kharagpur and is a CFA.
Mr. Amit Mantri has an experience of 8 years in private equity, investing and public markets. Prior to this firm he has worked at Hornbill Capital. Before this firm, he has been part of private equity team firm, Zephyr Peacock.
Amit has a post-graduate diploma in Management from IIM Bangalore and a B.tech in engineering and computer science from IIT Kharagpur. He also holds a CFA degree.
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2Point2 Capital PMS Strategies
At this table below, you will acknowledge the investment strategies –
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
Businesses require working strategies. The firm, 2Point2, works on large-cap strategy, Mid-cap strategy, and Small-cap strategy. The company works to convey help from the competitive share market. They invest smartly in businesses and do not make an investment in regulations and political type of businesses.
The above three strategies can be defined as follow-
Large-cap strategy – In this type of strategy there is a long-standing appreciation and has a humble overweight situation in purchaser discretionary group.
Mid-cap strategy- It is a type of investment funding which requires businesses with a mild range of investment stocks, that is not too high and not too low.
Small-cap strategy- the type of investment made by the small capital industries, many times, a small-cap stock overpowers the large-cap stocks.
2Point2 Capital PMS Returns / Performance
Below table show Performance and returns increase throughout in 2point2 capital PMS-
|11 Year Plus||15%|
As observed in the figures, the performance is well and stupendous. The 2point2 capital PMS presentation growth rate is good consecutively all three years, as we perceive that it gets jumped by 9%, for 5 years it hop to 10%.
As the company get over superior 7 years it shoots to 12%, later in 10 years, it raises up to 13 % & for 11 yr and plus, the company claims return of 12.5% CAGR.
This augmentation of presentation demonstrates that the firm is celebrating better performances in every successive year. Consequently, if we say, the 2point2 capital investment group is a future PMS destination for all investment solution.
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2Point2 Capital PMS Investment Plans
Look here in the table below that explains investment Plans of 2point2 capital Portfolio Management Service –
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The table depicts clearly how an investment slab is made. The investment slab is made to take care of the investor’s pocket. So, as every party can according to their budget invest in freely.
2point2 capital Investment PMS have assorted Sets of assets like a Bronze plan, silver plan, bronze plan, Gold plan, a platinum plan that is made to order for every category of patrons. The bronze plan comes with up to the range of INR 25 Lakh to INR 50 Lakh.
The silver plan accumulates investor of INR 50 lakh to INR 1 crore. The Gold plan is made for depositors that can have enough money in the range of INR 1 Crore to INR 5 Crore even as the Platinum plan is built for investors above INR 5 crore investments.
2Point2 Capital PMS Fee Structure or Commission Slabs
The below is the information about PMS commission slabs of 2point2 Capital-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
2point2 capital PMS comprise 3 fee blocks, such as Prepaid commission slab, Profit sharing% commission slab and volume % commission slab. Moving further in this article all of these above slabs are discussed 2point2 capital PMS.
2Point2 Capital PMS Prepaid Commission
In this fee configuration, the organization would take its amount before the investment period gets started. The charge is lower than other fees since this is a prepaid model.
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.5% of Investment|
|Investment – 50L – 1 Cr.||1.4% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.2% of Investment|
|Investment – 5 Cr. Plus||1.0% of Investment|
In the above chart of the prepaid commission, you can see the difference in percentage varies according to investment.
Resembling, at an asset of 25L-50L, the prepaid commission is 1.5%, when the amount of INR 50L to 1 Cr, the prepaid charge is 1.4%.
For asset of 1 Cr-5 Cr the prepaid commission give away is 1.2%, for venture on pinnacle of 5 Cr, the prepaid charge is 1.0%. Therefore, we can see, prepaid commission model varies low to high with the investment amount.
2Point2 Capital PMS Volume% Commission
A 2point2 capital of volume % is based upon the investment task performed by the fund manager totally during the portfolio.
The price of the charge placed on the market ‘state of affairs’ and on the authenticity of the manager. It replicates an excellent payout.
Below table shows the varying nature of 2point2 capital volume % commission model.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.17% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.16% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.14% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.12% of Total Transaction Volume|
As we had a glance on the board above, the contract sum is started with INR 2.5 Cr to INR 5 Cr, then 0.17% fees of management are charged during the transaction. If the contract figure is 50L-1 Cr, the firm charges 0.11% of transaction figure.
The amount is in the middle of 1 Cr- 5Cr; the administration would maintain 0.09%. If the agreement size is better Than 5 Cr, the 2point2 capital PMS would claim 0.07% on the transaction amount. Like this, the volume% commission model has been planted.
2Point2 Capital PMS Profit Sharing% Commission
This type of Profit% commission modeling is a very convenient one. In this type of commission modeling, the management charges its fee after the profit has been made after the profit has been completed.
In this process, the share is high and the jeopardy is diffident. Here beneath, you can distinguish a profit% lump for each type of investment.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||23% of Profit|
|Profit Amount – 5L – 10L||22% of Profit|
|Profit Amount – 10L – 50L||21% of Profit|
|Profit Amount – 50L Plus||20% of Profit|
2point2 capital asset bandwidth, the amount of profit varies straight with the organization panel accuse. In the section, if the return amount is 2.5L- 5L, the union would accuse 23% of the total yield.
At, the profit sum of 50L- 1Cr, the organization would indict 22% of the profit. When the income is 10L-50L, the management takes 21% of the whole profit made and when the profit is superfluous than 50L then the association stress 17% of the full profit amount.
With all these operating costs, there are other minor charges along with the PMS as approximating upfront fees, brokerage, Exit load, Depository charges, and Custodian charges.
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2Point2 Capital PMS Charges
Find various 2Point2 Capital Portfolio Management Service Charges –
|Management Fees||As per commission model|
|Upfront Fees||0.8% – 1.8% of Asset Value|
|Brokerage Charges||0.008% – 0.012% of Total Transaction Value|
|Custodian Charges||0.25% – 0.35% of Asset Value|
|Depository Charges||0.12% – 0.18% of Asset Value|
|Exit Load – within 12 months||0.8% – 1.8% of Withdrawal Value|
|Exit Load – post 12 months||Free|
The board bears out the information of all additional charges during the time of PMS-
Management fees – This is a pre-decided charge which is established at the instance of making the portfolio.
Upfront fees – The PMS house take this sum as a prepaid, it is a type of prepaid price and the charge ranges in-between 0.8%-1.8% of the entire plus worth.
Brokerage charges – This is enthused by the Fund director as a Brokerage fee which is 0.008%- 0.012% of the total transaction outline.
Custodian charge – The guardian cost by the 2Point2 Capital PMS house that is 0.28%- 0.38% of the quality value.
Depositary charge – The depositary charge array 0.18%-0.28% of the price of the benefit.
Exit Load cost – The 2point2 capital PMS exit load is a preventive on the time of withdrawal. If it is an immediate removal within the phase of 12 months of PMS beginning, then the exit load fees charged are 1.12%-1.18% of the amount withdrawn.
If it goes further more than an era of 12 months then merely 0.35% is stenciled of withdrawn.
2Point2 Capital PMS Benefits
Glance now, at the drawing to be familiar by 2point2 capital Portfolio Management Service benefits-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
The supply following benefits to its clients-
- The investment house profits which is tested by time TOP-up ability. It is initiated in the least number of costs with the extent of smart investment principles.
- Clients can check their view of detailed portfolios through the online website of 2point2 capital.
- The client can be made satisfied by the flexibility of the commission model and investment plans.
- 2point2 capital PMS is a skate holder of massive experience in commissioning of share market along with its skilled and professional team.
2Point2 Capital PMS Customer Care
Now in the table shown you the information related to customer support –
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 1 to 5 Times a month|
|Issue Resolving TAT||10 working days|
The subject resolving TAT for 2Point2 capital PMS is 10 operational days.
E-mail and call support is given to the clientele.
The management presents Direct Call system to its customers for any customer queries. The organization provides hold up of the relationship manager.
When to grip a capital of INR 1 Cr asset or extra than this, the purchaser is able to fix a conference in a month 1-5 times with the finance manager. Investors with short wealth can choose to get an appointment with a fund manager.
2Point2 Capital PMS Conclusion
2Point2 capital PMS overpowers significant and agile PMS all over the country. The PMS house covers major big companies from across India.
The company believes are very strong and they provide full proof returns to its clientele. Furthermore, the firm has strong ethics and a good management team.
The firm believes in forming good relations with its existing customers. All the client list of the company covers mostly big business companies, this shows the profit feature of 2point2 Capital PMS.
Invest in 2Point2 Capital PMS – Fill up the form Now!
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