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AC Choksi PMS – Review, Strategies, Returns, Charges & more

When it comes to one of the best PMS services, AC Choksi PMS is definitely 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 – Customer Ratings & Review

Find Client ratings of AC Choksi Portfolio Management Services –

Ratings
Returns Performance4.0 / 5
Services3.7 / 5
Charges3.9 / 5
Experience4.1 / 5
Strategies4.1 / 5
Client Support4.2 / 5
Overall Ratings4.0 / 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 TypePrivate
Registered LocationMumbai, Maharashtra
Leadership Ashvin Choksi
Yr. of Establishment1984

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

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 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
DiscretionaryYes
Non-DiscretionaryYes

AC Choksi PMS provides Discretionary and Non-Discretionary PMS. Most of the clients of AC Choksi uses 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
Experience32 Yrs.
Highest QualificationM.S.
AUM (in Cr.)46 Cr.
Number of Clients79
Investment Tenure3yrs

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

Ashwin Choksi has got 32 years of experience in working in the financial management sector. His highest qualification is M.S.

He holds around AUM of 46 Cr. The number of clients he handles is around 79 and the investment tenure is generally around 3 years.


Know Fund Managers of Other Portfolio Management Service Companies

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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 StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

The 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 Year10.3%
5 Year11.5%
7 Year9.5%
10 Year9.8%
11 Year Plus10.5%

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 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

Below 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. Minimum imvesrtment 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 Crores rupees, and the Platinum plan starts from 5 Crores rupees and above.

Because this PMS has many types of investment plans and thus, the commission rate and investment rate varies a lot. The 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 are as follows-

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

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 – 50L1.40% of Investment
Investment  – 50L – 1 Cr.1.25% of Investment
Investment – 1 Cr. – 5 Cr.1.05% of Investment
Investment – 5 Cr. Plus0.90% of Investment

With 25 Lakhs to 50 Lakhs investment amount, 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 – 50L0.107% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.100% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.085% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.070% of Total Transaction Volume

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

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 – 5L22.8% of Profit
Profit Amount – 5L – 10L20.8% of Profit
Profit Amount – 10L – 50L18.5% of Profit
Profit Amount – 50L Plus15.3% of Profit

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

The commission will be depending on the profit and the performance of the portfolio. AC Choksi PMS charges 22.8% of the profit amount is 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 profit.


Know Charges models of other Portfolio Management Service Providers

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AC Choksi PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.70% – 0.90% of Asset Value
Brokerage Charges0.005% – 0.020% of Total Transaction Value
Custodian Charges0.12% – 0.32% of Asset Value
Depository Charges0.15% – 0.25% of Asset Value
Exit Load – within 12 months0.75% – 1.05% of Withdrawal Value
Exit Load – post 12 monthsFree

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

Upfront Charges: They also charges upfront charges which is like the prepaid value. The charge will range 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: 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 FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes
  • They provide the investors with 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.
  • The investors can have a detailed view of their account, 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 SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 Times a month
Issue Resolving TAT17 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 of 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 solution provides 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.


Know everything about more PMS companies

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