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When it comes to one of the best PMS services, AC Choksi PMS is one.

Let’s have a look at the comprehensive overview of the AC Choksi Portfolio Management Services and its commission models, return, strategies, and lots more.PMS Offers


AC Choksi PMS – Ratings & Review by Top10StockBroker

Find ratings of AC Choksi Portfolio Management Services –

Ratings
Returns Performance 4.0 / 5
Services 3.7 / 5
Charges 3.9 / 5
Experience 4.1 / 5
Strategies 4.1 / 5
Client Support 4.2 / 5
Overall Ratings 4.0 / 5
Star Ratings ★★★★

Overview of AC Choksi Portfolio Management Services

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

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership  Ashvin Choksi
Yr. of Establishment 1984

AC Choksi PMS is one of the biggest full-service brokerage companies in India. This company was established in the year 1984.

The headquarters of this brokerage firm is in Mumbai, Maharashtra. This is one of the very few stock brokerage companies which has been included in the list of stock market.

The portfolio management services of AC Choksi are one of the best and most renowned business models going around at the moment. They have numerous fund managers who take care of the PMS business with prowess.

Now, we will have a discussion about the AC Choksi portfolio management service company review, its PMS returns, PMS charges and more.


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    Types of AC Choksi PMS

    There are 2 types of AC Choksi Portfolio Management Services –

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    AC Choksi PMS provides Discretionary and Non-Discretionary PMS. Most of the clients of AC Choksi use the Discretionary mode of portfolio management in which the PMS account of the client gets managed by the fund managers of AC Choksi whereas some of their clients go for Non-Discretionary mode in which they take consultancy and make the final decision all by themselves.


    AC Choksi PMS Fund Managers Details

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

    Fund Manager’s Details
    Name  Ashvin Choksi
    Experience 33 Yrs.
    Highest Qualification M.S.
    AUM (in Cr.) 46 Cr.
    Number of Clients 79
    Investment Tenure 4 yrs

    The team of fund managers of AC Choksi PMS is filled with prolific individuals who are providing top-notch PMS services to clients.

    Ashwin Choksi has got 33 years of experience working in the financial management sector. His highest qualification is M.S.

    He holds around an AUM of 46 Cr. The number of clients he handles is around 79 and the investment tenure is generally around 4 years.


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    AC Choksi PMS Strategies

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

    Strategies
    Large Cap Strategy Yes
    Diversified Strategy Yes
    Small – Midcap Strategy Yes

    Portfolio Management Services are meant to create profit by doing investments, but that doesn’t mean that one has to keep investing without actually monitoring what is happening to your investment.

    AC Choksi follows a few strategies which make our investment more efficient. They do active monitoring of the multi-cap stocks. Strategies like identifying the emerging trends and companies which stand to benefit from such opportunities.

    Another important strategy is to mitigate risk by creating a prudent balance between large-cap and mid-cap stocks. Their strategies amongst others are very effective in mitigating risk and making investment more efficient.


    AC Choksi PMS Returns / Performance

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

    Returns (CAGR)
    3 Year 10.3%
    5 Year 11.5%
    7 Year 9.5%
    10 Year 9.8%
    11 Year Plus 10.5%

    AC Choksi PMS provides very good returns. For the 10-year investment, the company provides 9.8%, for a 7 years investment, it is 9.5% returns.

    For 5 years of investment, the returns will be around 11.5%. In the case of 3 years and 11 years of investment, the returns are 10.3% and 10.5%.


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    AC Choksi PMS Investment Plans

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

    Investment Plans
    Bronze (25L – 50L) Yes
    Silver (50L – 1 Cr.) Yes
    Gold (1 Cr. – 5 Cr.) Yes
    Platinum (5 Cr. Plus) Yes

    The table above will give you a good indication of various investment slabs that are available. The minimum investment for PMS service has to be INR 25 Lakhs.

    The bronze plan of the AC Choksi PMS starts with 25 Lakhs to 50 Lakhs. The Silver Plan of the company ranges from 50 Lakhs and 1 Crore rupees, the Gold Plan ranges from 1 Crore rupees to 5 Crore rupees, and the Platinum plan starts from 5 Crore rupees and above.

    Because this PMS has many types of investment plans and thus, the commission rate and investment rate vary a lot. A higher investment means higher interest and lower commission.


    AC Choksi PMS Fee Structure or Commission Slabs

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

    Commission / Fees Structure
    Prepaid Commission Yes
    Volume% Commission Yes
    Profit Sharing% Commission Yes

    There are 3 types of commission slabs available for this PMS


    AC Choksi PMS Prepaid Commission

    The prepaid commission is the commission paid before investment tenure and the commission charged will be comparatively lower.

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.40% of Investment
    Investment – 50L – 1 Cr. 1.25% of Investment
    Investment – 1 Cr. – 5 Cr. 1.05% of Investment
    Investment – 5 Cr. Plus 0.90% of Investment

    With a 25 Lakhs to 50 Lakhs investment, the commission will be around 1.40% of the total investment amount. For 50 Lakhs to 1 Crore, the commission is 1.25%.

    For the investment amount of 1 Crore to 5 Crores, the commission rate is around 1.05% and for the investment amount of over 5 Crores, the commission percentage becomes 0.90%.


    AC Choksi PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.107% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.100% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.085% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.070% of the Total Transaction Volume

    The volume commission depends on the market situation and the fund manager’s loyalty.

    If the transaction is around 25 Lakhs to 50 Lakhs then the commission will be around 0.107% of the entire transaction volume.

    Moreover, with the transaction volume of 50 Lakhs to 1 Crore, the commission will be around 0.100%, for 1 Crore to 5 Crores, the commission will be around 0.085% and over 5 Crores, it will be around 0.070%.


    AC Choksi 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 22.8% of the Profit
    Profit Amount – 5L – 10L 20.8% of Profit
    Profit Amount – 10L – 50L 18.5% of Profit
    Profit Amount – 50L Plus 15.3% of Profit

    It is perhaps the most convenient commission model for any investor as the fee will only be paid if the profit is gauged.

    The commission will depend on the profit and the performance of the portfolio. AC Choksi PMS charges 22.8% of the profit amount between 2.5 Lakhs to 5 Lakhs.

    20.8% of the profit amount will be charged if the profit amount is around 5 Lakhs to 10 Lakhs rupees. Moreover, for the profit amount of 10 Lakhs to 50 Lakhs and above 50 Lakhs it is 18.5% & 15.3% of the profit.


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    AC Choksi PMS Charges

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

    Charges
    Management Fees As per the commission model
    Upfront Fees 0.70% – 0.90% of Asset Value
    Brokerage Charges 0.005% – 0.020% of Total Transaction Value
    Custodian Charges 0.12% – 0.32% of Asset Value
    Depository Charges 0.15% – 0.25% of Asset Value
    Exit Load – within 12 months 0.75% – 1.05% of Withdrawal Value
    Exit Load – post 12 months Free

    The AC Choksi PMS house levies charges not only for the commission and management fee but also charge some other charges given below:

    Upfront Charges: They also charge upfront charges which are like the prepaid value. The charge will range from around 0.70% to 0.90% of the entire asset value.

    Brokerage Charges: Broking house charges brokerage fees which are around 0.005% to 0.020% of the entire transaction value.

    Custodian Charges: The company charges custodian charges which are around 0.12% to 0.32% of the asset value.

    Depository Charges: They levy depository charges of around 0.15% to 0.25% of the total asset value.

    Exit Load Charges: The exit load charge of inside 12 months will be around 0.75% to 1.05% of the total withdrawal amount and the exit load post 12 months will be free of cost.


    AC Choksi PMS Benefits

    Find the details about AC Choksi PMS advantages in the table given below-

    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
    • They provide the investors with a top-up facility
    • Also, the PMS house provides back office reports as well.
    • The PMS house does stop there as they also provide updates, via email, SMS, and WhatsApp.
    • Investors can have a detailed view of their accounts, investments, and portfolio.

    AC Choksi PMS Customer Care

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

    Customer Care
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support No
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 6 Times a month
    Issue Resolving TAT 17 working days

    The AC Choksi PMS provides fantastic call support to their clients. Apart from that, they provide email support as well.

    They have a relationship with a manager who can help in resolving the issues faced by the client. The Turnaround Time of TAT for resolving the issues for AC Choksi PMS is 17 working days.


    AC Choksi PMS Conclusion

    Ac Choksi PMS is one of the biggest and largest PMS solutions providers in the country. They are myriads of strategies and plans to generate fantastic results for their clients.

    Their flexible commission model and investment plans will bring a lot of convenience to the clients. Their support is also very much robust. Therefore, AC Choksi PMS can be a good choice to start PMS.


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