Abakkus PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 19, 2022Emerged in Recent times, Abakkus PMS is a prominent player in the market. They are an alpha-focused asset management entity.
The company aspires to become one of India’s top asset management entities and serve as many investors as possible with its services. One of the strongest philosophies followed by the entity is generating Alpha and delivering outcomes higher than market averages.
Abakkus PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Abakkus Portfolio Management Services –
Abakkus 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 |
Star Ratings | ★★★★★ |
The above ratings given in the table will help us to understand better the performance of Abakkus PMS broking house in every field.
Overview of Abakkus Portfolio Management Services
Overview | |
Company Type | Private |
Registered Location | Mumbai, Maharashtra |
Leadership | Sunil Singhania and Aman Chowhan |
Yr. of Establishment | 2020 |
Established in 2020, Abakkus Portfolio Management Services has propounded a variety of services for the benefit of its customers. Their services include Alternative Investment Funds (AIF), Portfolio Management Services (PMS), and Institutional Offerings.
Their operations of the entity are built on philosophies like focussing on the fundamentals of the businesses, generating Alpha and not settling on market averages, and being above others, one of a kind.
Abakkus apply a bottom-up approach while scrabbling around through the numerous businesses for investment. The team does not stay hooked to one style or theme but looks for newer means of opportunities and possibilities.
Abakkus gets invested for the good sake of its clients to deliver more than promised confidently. The customers trust the entity with their long-term earnings; hence they put every effort into ensuring success and profits.
Abakkus PMS has formulated and operates on a unique framework known as MEETS. Every letter of the word signifies some process or step. MEETS stands for:
- M – Management
- E – Earnings
- E – Events/Trends
- T – Timing
- S – Structural
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Types of Abakkus PMS
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
Abakkus PMS offers both forms of Portfolio Management Services, Discretionary and Non-Discretionary.
Investors tend to choose the type of Abakkus PMS they want depending upon the level of control they desire to have.
In the Discretionary form, the fund manager is given the entire control, and they independently make the decisions on account of the investments and management of the funds. For Non-Discretionary, the control is held by the client.
Abakkus PMS Fund Managers Details
Fund Manager’s Details | |
Name | Sunil Singhania and Aman Chowhan |
Experience | 25 Years |
Highest Qualification | CA |
AUM (in Cr.) | Approx 3995.80 Cr. |
Number of Clients | 3348 |
Investment Tenure | Minimum 3-5 yrs. |
Sunil Singhania
Sunil Singhania is the founder of Abakkus Asset Management LLP. He holds a bachelor’s degree in Business, and he is also a Chartered Accountant. His educational background in the financial sphere allows a strong understanding of the roots of every aspect of the market.
Mr. Sunil has obtained experience of over 25 years working as a CFA. He has worked with Reliance Capital Ltd. in the position of Global Head of Equities. Under his supervision, Reliance Growth Fund (now Nippon India Growth Fund) grew by more than 100 times.
Sunil Singhania also is the first person from India to be elected to the CFA Institute Board of Governors.
Aman Chowhan
Aman Chowhan, an MBA from Mumbai University, has devotedly served in the financial services industry for the past 17 years. He has made significant contributions to Reliance Asset Management’s (now Nippon Life India Asset Management) PMS prior to joining Abakkus.
Aman Chowhan has worked not just in India but also has gained brief experience while working for Reliance’s Singapore office, so he is not only aware of the Indian market dynamics but also incorporates innovative ideas from a wider range.
Know Fund Managers of Other Portfolio Management Service Companies
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Abakkus PMS Strategies
Strategies | |
Abakkus – All Cap Approach | MULTI CAP |
Abakkus – Emerging Opportunities | SMALL & MIDCAP |
Abakkus – All Cap Approach
This multi-cap portfolio sets in sight some of the high-potential businesses that will build and create wholesome wealth for the customers in the long run. The strategy follows S&P BSE 200 as the benchmark.
Stocks of companies with high inherent values are picked. All the investing is made keeping the MEETS framework in view. Large-cap stocks form a certain portion of the portfolio, and these stocks are selected based on a top-down sector view.
Abakkus – Emerging Opportunities
Abakkus Emerging Opportunities Approach is a diversified portfolio strategy and is benchmark agnostic. The portfolio largely emphasizes small and mid-cap, and here the stocks are picked on the 15:15:15 discipline.
Again, the portfolio’s objective is to generate Alpha and create wealth by investing and holding for 3 to 5 years applying the MEETS framework.
Abakkus PMS Returns / Performance
Strategy | Abakkus – All Cap Approach | Abakkus – Emerging Opportunities | |
Category | MULTI CAP | SMALL & MIDCAP | |
Return (CAGR) | 1M | -1.40% | -3.40% |
3M | 8.90% | 8.70% | |
6M | -6.20% | -7.90% | |
1Y | -6.10% | -7.60% | |
2Y | NA | 39.30% | |
3Y | NA | NA | |
5Y | NA | NA | |
Since Inception | 33.00% | 35.50% | |
Inception Year | Oct, 2020 | Aug, 2020 |
Quantifiably, both the portfolio approach of Abakkus have played well in the market cycles and have delivered above expectations. Since its inception, Abakkus – All Cap Approach return is 33%, and the return from Abakkus – Emerging Opportunities is almost the same at 35.5%.
Both portfolios were introduced in the year 2020 and have been preferred actively by investors.
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Abakkus PMS Investment Plans
Investment Plans | |
Bronze (25L – 50L) | Yes |
Silver (50L – 1 Cr.) | Yes |
Gold (1 Cr. – 5 Cr.) | Yes |
Platinum (5 Cr. Plus) | Yes |
Investment plans of Abakkus are grouped into categories and form a certain range, for instance, from 25 lakh to 50 lakh. These ranges are known as Bronze, Silver, Gold, and Platinum.
Bronze investment plan allows an investor to invest from 25 lakhs to 50 lakhs. If the investor wants to invest more, they can invest through the Silver investment plan allowing investment from 50 lakh to 1 crore.
The investment range can go even higher through Gold and Platinum plans, whereas in the Gold plan one can invest for 1 crore to 5 crores, and the platinum allows for a sum above 5 crores.
Abakkus PMS Fee Structure or Commission Slabs
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
The Abakkus Asset Management LLP commission or fees structure is classified into 3 different parts, and these are Prepaid Commission, Volume% Commission, and Profit Sharing% Commission.
Abakkus serve the customers with a consensus vision and work for their growth and prosperity in the long run. They make investments in various businesses on behalf of the customers and can keep a close observation of the movements.
Abakkus PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.2% of Investment |
Investment – 50L – 1 Cr. | 1.4% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.1% of Investment |
Investment – 5 Cr. Plus | 1.3% of Investment |
The prepaid commission of Abakkus is a yearly charge levied on the entity’s services. The charge is divided into investment ranges, and an accordingly certain percentage is applied to calculate the commission.
For investment sums from 25 to 50 lakh, the commission is 1.2%. 1.4% and 1.1% is charged for investment ranging between 50 lakh and 1 Crore, and between amount 1 Crore to 5 Crore.
For investments above 5 crores, 1.3% is charged in the form of a commission.
Abakkus PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.12% of the Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.15% of the Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.14% of the Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.12% of the Total Transaction Volume |
Abakkus PMS Volume% Commission is a charge levied on the customers for rendering services of Abakkus. This charge is based on transaction value and is calculated based on total transaction value at a fixed percentage. The percentage ranges from 0.12% to 0.15% of the total transaction value.
The transaction value is divided into different transaction value ranges.
Abakkus PMS Profit Sharing% Commission
Profit Sharing% Commission (Yearly) | |
Profit Amount – 2.5L – 5L | 18% of Profit |
Profit Amount – 5L – 10L | 16% of Profit |
Profit Amount – 10L – 50L | 13% of Profit |
Profit Amount – 50L Plus | 13% of Profit |
Abakkus may charge on the Profit of the investment. Here, the Profit earned is taken as the base, and the calculation is based on the same. The percentage of commission, in this case, drops as the amount of profit rises.
Like, for a profit of 2.5 lakh to 5 lakh, the commission will be 18% of the Profit. When the Profit touches 10 lakh and above, the commission percentage will be 13%.
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Abakkus PMS Charges
Charges | |
Management Fees | As per the commission model |
Upfront Fees | 1.2% – 2.2% of Asset Value |
Brokerage Charges | 0.01% – 0.06% of Total Transaction Value |
Custodian Charges | 0.25% – 0.35% of Asset Value |
Depository Charges | 0.21% – 0.35% of Asset Value |
Exit Load – within 12 months | 1.2% – 2.6% of Withdrawal Value |
Exit Load – post 12 months | Free |
Abakkus is an alpha focussed asset management entity and endeavors to create wealth for its customers with persevering work and attempts. They offer a wide variety of services and features to the end customers and establish the utmost convenience.
The entity levies some fees or charges for its secure and pinned services on the customers. These charges include Management Fees, Upfront Fees, Brokerage Charges, Custodian Charges, Depository Charges, and Exit Load – within 12 months.
Abakkus PMS Benefits
Benefits / Advantages | |
Top-up Facility | Yes |
Back office Reports | Yes |
Email Update | Yes |
SMS Update | Yes |
Watsapp Update | No |
Portfolio View | Yes |
Detailed View | Yes |
Flexible Commission Model | Yes |
Flexible Investment Plans | Yes |
Massive Experience | Yes |
Abakkus Asset Management comprehends multiple services within itself and offers a smooth investment journey to the ones connected with it. They are currently managing a mammoth sum very efficiently and are furnishing interesting outcomes in favor of the customers.
Abakkus offers back-office reports and timely updates via email and SMS to customers. Flexible models for investment and commission plans to choose from and much more.
Abakkus PMS Customer Care
Customer Care | |
Call Support | Yes |
Email Support | Yes |
Chat Support | No |
Watsapp Support | Yes |
Relationship Manager Support | Yes |
Call to Fund Manager | Yes – 1 – 7 times a month |
Issue Resolving TAT | 7 working days |
An implied element that promotes the efficiency of any actively operating entity is its customer care services. Especially in the financial market, it holds an even more important spot as in this market, investors’ money is at stake.
Abakkus offers various ways by which its customers can easily get in touch with the representative suitable for handling the matter. There are call and email support, WhatsApp support, and Relationship Representative Support.
Abakkus PMS Conclusion
Abakkus Asset Management is an alpha-focused, philosophy-driven portfolio manager. The organization commenced its operations in 2020 in the form of a Limited Liability Partnership. It currently has two portfolio strategies in the name, Abakkus – All Cap Approach and Abakkus – Emerging Opportunities.
These strategies aim at catering diverse requirements of different clientele. The portfolios are delivering progressive returns and are growing in the market. The founders of the company closely observe and manage the fund.
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