Aarohan Holdings PMS is a highly renowned portfolio management service providing firm available in India. It offers proven investment management services to all of its clients for their huge satisfaction.
In this article, we will discuss Aarohan Holdings Portfolio Management Services, its customer ratings, overview, types of PMS, fund manager details, strategies, returns (CAGR), investment plans, commission models, benefits, other charges, customer care and more.
Aarohan Holdings PMS – Customer Ratings & Review
Find Client ratings of Aarohan Holdings Portfolio Management Services –
|Returns Performance||3.1 / 5|
|Services||2.9 / 5|
|Charges||2.5 / 5|
|Experience||3.3 / 5|
|Strategies||3.2 / 5|
|Client Support||3.0 / 5|
|Overall Ratings||3.1 / 5|
Overview of Aarohan Holdings Portfolio Management Services
Find a detailed overview of the Aarohan Holdings portfolio management service in the table given below-
|Registered Location||Hyderabad, Telangana|
|Yr. of Establishment||2012|
Aarohan Holdings is one of the best PMS platforms available in the stock market. It is a private company established by Prabir Chatterjee in the year 2012.
The headquarters of the portfolio management service offering firm is located in Hyderabad, Telangana. The PMS house is one of the best players in the stock market. It has gained a good reputation due to its reliable PMS business availability.
Now, we will have a discussion about Aarohan Holdings portfolio management service company review, its PMS returns, PMS charges and more.
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Types of Aarohan Holdings PMS
There are 2 types of Aarohan Holdings Portfolio Management Services –
|Types of PMS|
Aarohan Holdings PMS is a very popular financial service provider. Basically, it offers a huge variety of investment management services to its clients.
The company has customised two basic types of PMS namely- discretionary PMS and non-discretionary PMS. In discretionary PMS, the entire PMS portfolio of clients is managed by the fund manager of the company.
In non-discretionary PMS, clients or investors search for any consultancy firm in a way to decide a very strong investment decision before making any kind of investment.
Aarohan Holdings PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Aarohan Holdings PMS company.
|Fund Manager’s Details|
|AUM (in Cr.)||57 Cr.|
|Number of Clients||78|
|Investment Tenure||Minimum 3 yr.|
Aarohan Holdings is a great portfolio management service offering company. It is regulating a wide-ranging PMS business with the help of professional portfolio managers in the stock market.
The most prolific and experienced fund manager of the company is Dilip Jha. He is qualified with an MBA and holding around 32 years of experience in the wealth management sector.
Moreover, the Aarohan Holdings portfolio managers hold 57 crores of AUM and also handles the portfolio of more than 78 clients or investors. The investment tenure for the company is a minimum of 3 years.
Know Fund Managers of Other Portfolio Management Service Companies
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Aarohan Holdings PMS Strategies
The below table is providing details about the Aarohan Holdings portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
Aarohan Holdings PMS is the most reliable and trustworthy financial service offering firm. Apart from financial services, it offers very flexible strategies on the basis of the investment. The PMS strategies of the broking company are listed below-
Large Cap Strategy
The PMS house normally focuses on investing in companies with large scale business. It enables clients to make investment in well-structured companies in order to enhance the value of investment portfolio.
This type of investment strategy is available for those who can bear high risk and capable of making around 80% of investment.
This kind of PMS strategy normally helps individuals or investors to invest in the companies with small issuance to each investment management company. This strategy helps in making the entire investment portfolio strong and healthy.
Small-Mid Cap Strategy
small mid-cap strategy is normally designed to make investment of around 60% to 70% in small companies. This kind of strategy mainly focuses on small and medium level stocks.
Aarohan Holdings PMS Returns / Performance
The below table is giving details about Aarohan Holdings PMS returns and performance-
|11 Year Plus||9.2%|
Aarohan Holdings is considered as the best portfolio management house. As it offers flexible financial services with impressive returns.
The return rate of Aarohan Holdings PMS for 3 years is 7.8%, for 5 years is 10.1%, for 7 years is 9.2%, for 10 years is 8.5% and for 11 years plus is 9.2% CAGR.
The very impressive and robust return rate makes the company one of the strongest PMS companies in the stock market.
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|AC Choksi PMS||Alder Capital Advisors PMS||Angel Broking PMS|
Aarohan Holdings PMS Investment Plans
Below the given table is providing details about the Aarohan Holdings portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
Aarohan Holdings PMS is very good at offering qualitative and flexible portfolio management services to the client’s or investors.
The company has customised very convenient investment plans also. It has bronze investment plan ranges from Rs. 25 lakh to Rs. 50 lakh.
The silver investment plan ranges from Rs. 50 lakh to Rs. 1 crore. The gold investment plan is between the range of Rs. 1 Cr to Rs. 5 Cr. And for above Rs. 5 crores of investment value, the platinum investment plan is designed by the company.
As the PMS house has customised a very flexible investment plan structure for the client’s, it has also designed an extremely convenient commission model as well.
Aarohan Holdings PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Aarohan Holdings PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Aarohan Holdings has normally customised commission model with three basic structures that are provided below with detail-
Aarohan Holdings PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.32% of Investment|
|Investment – 50L – 1 Cr.||1.22% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.02% of Investment|
|Investment – 5 Cr. Plus||0.82% of Investment|
Aarohan Holdings company has customised prepaid commission model for the ease of all the clients.
With this commission model, clients will be needed to submit the commission amount before the real investment time period starts. This kind of fee structure is entirely dependent on the actual investment value.
In prepaid commission model, if the investment amount is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission amount will be around 1.32% of the total investment.
If the total investment value is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission amount will be 1.22% of the total investment.
And if the total investment value is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission amount is 1.02% of the total investment. If it is more than Rs. 5 Cr, then the commission amount will be 0.82% of the total investment.
Aarohan Holdings PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.129% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.109% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.089% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.069% of Total Transaction Volume|
Aarohan Holdings has volume% commission model to offer all of its clients or investors. This type of fee structure has a dependency on the loyalty of the fund manager and the total number of transactions done by him. Along with that, this fee structure is dependent on the situation of the stock market as well.
In this commission model, if the transaction volume is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges are 0.129% of the total transaction volume.
If the transaction volume ranges between Rs. 50 lakh to Rs. 1Cr., the commission charges are 0.109% of the total transaction volume.
And if the transaction volume is between the range of Rs. 1 Cr. to Rs. 5 Cr, the commission charges are 0.089% of the total transaction volume. And for more than Rs. 5 Cr. Of transaction volume, the commission charges are 0.069% of total transaction volume.
Aarohan Holdings PMS Profit Sharing% Commission
The table given below is showing details about profit sharing% commission model-
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||22.5% of Profit|
|Profit Amount – 5L – 10L||20.9% of Profit|
|Profit Amount – 10L – 50L||18.5% of Profit|
|Profit Amount – 50L Plus||15.9% of Profit|
Aarohan Holdings PMS has designed very convenient and appropriate commission model which is profit sharing % commission model.
In a profit-sharing % fee structure, clients only need to pay the commission charges once the actual profit is realised on investment.
This type of commission model is offered to clients with a healthy investment portfolio and the ones working with the company for more than 2 years.
In the profit-sharing % commission model, if the total profit amount is between the range of Rs. 2.5 lakh to Rs. 5 lakh, the commission charges will be 22.5% of the total profit.
If the profit amount ranges from Rs. 5 lakh to Rs. 10 lakh, the profit sharing will be 22.5% of the profit. If the profit amount is between the range of Rs. 10 lakh to Rs. 50 lakh, the profit-sharing is 18.5% of the total profit amount.
And if the profit realised is above Rs. 50 lakh then the profit sharing will be 15.9% of the total profit amount.
As the company has provided a flexible investment structure and commission model, it has a very convenient other charges structure also for all of its customers or clients.
The other charges model included- Upfront fee, custodian charges, depository charges, exit load charges, brokerage charges and management charges etc.
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Aarohan Holdings PMS Charges
The below-given table is giving information about Aarohan Holdings Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.57% – 0.87% of Asset Value|
|Brokerage Charges||0.006% – 0.012% of Total Transaction Value|
|Custodian Charges||0.18% – 0.33% of Asset Value|
|Depository Charges||0.17% – 0.30% of Asset Value|
|Exit Load – within 12 months||0.80% – 1.10% of Withdrawal Value|
|Exit Load – post 12 months||Free|
The PMS house levies the following other charges from all of its customers-
- The company charges management fees according to the commission model.
- Upfront charges are between the range of 0.57% to 0.87% of the total asset value.
- Brokerage charges ranges from 0.006% to 0.012% of the total transaction volume.
- Custodian charges are between the range of 0.18% to 0.33% of the total asset value.
- Depository charges are between the range of 0.17% to 0.30% of the total asset value.
- Exit load charges are normally dependent on the time duration of the transaction withdrawal and the withdrawal amount. If the withdrawal takes place within 12 months then the commission charges are 0.80% to 1.10% of the total withdrawal value. If it takes place after 1 year then no commission charges are levied by the company.
Aarohan Holdings PMS Benefits
Find the details about Aarohan Holdings PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Aarohan Holdings is an extremely renowned PMS house available in India. It offers multiple varieties of investment solutions to the clients for the convenience.
The benefits associated with the broking company are listed below-
- Offers top-up facility and back office reports.
- Provide the facility for Email update and SMS update.
- Flexible commission and investment models are offered for ease and convenience.
- The company has very massive experience in the field of investment management.
Aarohan Holdings PMS Customer Care
The table given below is showing a detailed view of Aarohan Holdings PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 6 to 7 Times a month|
|Issue Resolving TAT||13 working days|
Aarohan Holdings is considered as the top-most portfolio management service offering company available in India. The company provide good support services which included-
- Call support
- Email support
- Relationship manager support
- The clients are allowed to call to their fund manager around 6-7 times in a month.
- The issue resolving TAT of the company is 13 working days.
Aarohan Holdings PMS Conclusion
Aarohan Holdings is a highly known and popular PMS company available across India. The company is popular due to its PMS service offerings.
If you are in search of any PMS house then Aarohan Holdings PMS should be in the top of your search list. The company will surely satisfy all of your investment requirements at lower commission charges.
Invest in Aarohan Holdings PMS – Fill up the form Now!
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