2Point2 Capital PMS – Review, Strategies, Returns, Charges & more
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.
Invest in 2Point2 Capital PMS – Fill up the form Now!
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.
Know Fund Managers of Other Portfolio Management Service Companies
|ICICI Pru PMS||Aditya Birla PMS||Alchemy PMS||Ask PMS|
|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
2Point2 Capital PMS Strategies
At this table below, you will acknowledge the investment strategies –
|Multicap||Long Term Value Fund|
Businesses require working strategies. The firm, 2Point2, works on multi-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.
2Point2 Capital PMS Long Term Value Fund
Concentrated stocks are targeted here, for the purpose of long terms investment. Maximum 15 companies publicly listed are chosen here, with market-cap agnostic approach. Investment philosophy weighs majorly on investing on stocks available at a discount value to that of their intrinsic value.
Selected investments are based on the criteria of competitive moat, margin of safety, corporate governance and specific sectors stock are also avoided.
2Point2 Capital PMS Returns / Performance
Below table show Performance and returns increase throughout in 2point2 capital PMS-
|Strategy||Long Term Value Fund|
As observed in the figures, the performance is well and stupendous. The 2point2 capital PMS presentation growth rate is good consecutively all years.
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.
Know Returns of other PMS Brands
|Asit C Mehta Investment PMS||Indianivesh PMS||NJ Wealth PMS||SBI Funds PMS|
|HDFC PMS||IDFC PMS||Karvy PMS||Credent Asset PMS|
|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
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.
Know Charges models of other Portfolio Management Service Providers
|Nine Rivers Capital PMS||Systematix PMS||Marathon Trends PMS||Reliance PMS|
|Prabhudas Lilladher PMS||Narnolia PMS||Accuracap PMS||SATCO PMS|
|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
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.
2Point2 PMS FAQs
Ques – How can I invest with 2Point2PMS?
Answer – The method is completely simple and hassle-free to invest in 2Point2 PMS. You can find an Invest In 2Point2 PMS fill-in form once you open our website. You complete the obligatory information including your name, cell phone number and your city, select and click on the main service. This leads you to additional investment measures.
Ques – Who is the current fund manager of 2Point2PMS?
Answer – For 9 years and more than 6 years, Mr. Savi has been employed in the private equities market in asset management. In Tano Capital, he was an Associate Director. For 6 years, he was also employed by MSH Sarees. He was with another company called Frontline ventures previously before working with Tano.
Ques – What is the approx AUM of2Point2PMS?
Answer – The cumulative AUM limit is 2100 Cr for the 2Point2 PMS Pvt. The fund manager, who is Mr. Savi in this situation usually retains this.
Ques – Where can I check return or performance of 2Point2PMS?
Answer – 2Point2 PMS returns and performance is present in the article on our website. We present the full facts and figures in a tabular form, for the convenience of our customers. 2Point2 is known for an outstanding portfolio management service and has achieved a return on mutual funds for more than 10 years.
Ques – What are the different strategies used by2Point2 PMS?
Answer – 2Point2 Capital PMS Long Term Value Fund is the technique used by 2Point2 PMS stock Broking house. 2Point2, a multi-cap strategy, is being developed. Here for long-term investment, concentrated stocks are targeted. A maximum of 15 publicly traded companies with an agnostic market capital strategy are selected here.
Ques – Where to find the fee structure and commission rate of 2Point2PMS?
Answer – The article contains information on all details of 2Point2 PMS. We explained to you and did so in the form of tables with every essential head. Therefore to find the 2Point2 PMS fee structure and commission rate you just need to find the head in which the information is given.
Ques – How to call or reach2Point2 PMS customer care?
Answer – 2Point2 PMS offers support for one customer service. You have a section in the report, that provides you with the information about what types of customer support services are available and the numbers or ways to avail these services.
Ques – What are the benefits of investing with 2Point2PMS?
Answer – The following advantages are applicable to customers – The income of the investment company which are checked for the TOP capacity. It is initiated at the lowest cost, as far as smart investing concepts are concerned. Customers can access the robust portfolios through the 2point2 capital website. The versatility of the commission model and investment plans will satisfy the consumer. 2point2 Capital PMS, along with its professional and trained staff, is a skater with considerable experience in the commissioning of the stock market.
Ques – What are the different charges involved with 2Point2PMS?
Answer – During the PMS time, the board offers reports on all potential costs. Management fees – a pre-decided fee that is calculated when the portfolio is formed. Prepaid costs – this is a prepaid pricing form with a fee varying between 0.8% and -1.8% of the maximum plus amount. Brokerage charge – The Director of the fund is enthusiastic of this as a courier fee of 0.008% – 0.012% of the overall transaction. Custodian fee – Consumer expense of 0.28% – 0.38% of the quality value, by 2point 2 Capital PMS house Depositary fee – 0.18% – 0.28% of the benefit price is charged for the depositary charge. Cost of exit load – If the deletion takes place immediately during the 12 month phase of starting PMS, the exit charge will be 1,12% to 1,18%.
Ques – Where can I find all the details about 2Point2PMS?
Answer – In this post, you can find all information about the 2Point2 portfolio management services. We provided data through charts graphs in order to make the work completely feasible and versatile for our customers. The consumer can therefore easily find all of the details he wants within the variety of items.
Invest in 2Point2 Capital PMS – Fill up the form Now!
Know everything about more PMS companies
|Most Read Articles|
|10 Best Practices of Share Market|
|Equity Mutual Fund Investment|
|Stock Market Investment|
|What is an IPO?|
|Sub Broker Model Discontinued|
|How to Invest in Share Market|
|Mutual Fund vs Real Estate|