AccuraCap PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Nov 28, 2022Accuracap PMS is one of the best PMS houses in India. The PMS was formed by Dr Naresh Gupta and Raman Nagpal. The Accuracap PMS has proved itself over the years much time by outperforming in the Indian Capital Market.
They focus on keeping the Propriety finance. Accuracap is a boutique of fund management. In this article, we will discuss in detail about Accuracap PMS review, its charges, returns, benefits & more.
Find a detailed review of Accuracap Portfolio Management Service below:
AccuraCap PMS – Ratings & Review by Top10StockBroker
Look at this board below to acknowledge the ratings of Accuracap and its reviews-
AccuraCap PMS Ratings | |
Returns Performance | 3.1 / 5 |
Services | 2.9 / 5 |
Charges | 2.8 / 5 |
Experience | 2.9 / 5 |
Strategies | 3.0 / 5 |
Client Support | 3.1 / 5 |
Overall Ratings | 3.0 / 5 |
Star Ratings | ★★★★★ |
Overview of AccuraCap Portfolio Management Services
Take your sight on this panel to be familiar with the Accuracap PMS –
Overview | |
Company Type | Private |
Registered Location | Mumbai, Maharashtra |
Leadership | Naresh Gupta & Raman Nagpal |
Yr. of Establishment | 2007 |
The company was founded in 2007 by Naresh Gupta and Raman Nagpal. Mr Naresh Gupta is a well-known scientist, corporate executive, and researcher.
He has won a gold medal from a famous IIT and owned a doctorate in computer science from Maryland University. He has handled actively global business analysis and is a business inventor.
Before forming Accuracap he has been the chief member of the award-winning adobe systems. Interestingly, data analytics, solving space complex problems, stock marketing, and e-commerce trends.
On the other hand, Mr Raman Nagpal is also a computer scientist, corporate executive, and social entrepreneur. He has done his masters in the subject of computers from BITS Pilani & has also done CFA. He has a certificate in corporate directorship.
Mr Raman Nagpal was on board Morpheus global Alliance and adobe India. He has a huge experience in running global enterprises. He has been associated to make $200m in technology for his previous organization, adobe systems.
Accuracap always branches out to maintain the third-party capital for family offices, HNIs, and institutional investors. Accuracap currently holds around $230 million of capital, basically in the space of Indian equity.
The firm believes that a portfolio combines a bunch of superior businesses held for a small or big time to bust the market and collect a fair valuation.
Accuracap offers an exclusive algorithm to the share market which gives wide analysis to every business under the marking cap. They buy businesses at a very reasonable cost, and then they seize the winning stature of that business.
Invest in AccuraCap PMS – Fill up the form Now!
Types of AccuraCap PMS
There are 2 types of AccuraCap Portfolio Management Services –
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
The corporation gives both Discretionary and Non-Discretionary PMS to its clients. The choice of the type of PMS depends upon the customer’s interest or preference.
If a customer decides on a Discretionary PMS, then the responsibility for decisions is handled by the Portfolio fund manager. In the case of non-discretionary PMS, all the decisions are to be taken by the investor solely.
AccuraCap PMS Fund Managers Details
Look at the useful details of Accuracap Portfolio Management Service Fund manager –
Fund Manager’s Details | |
Name | Raman Nagpal (CIO) |
Experience | 21 Years |
Highest Qualification | CFA |
AUM (in Cr.) | Approx 4,000 Cr. |
Number of Clients | 300+ |
Investment Tenure | Minimum 4 yr. 3 mnt |
Raman Nagpal (CIO)
As seen in the table, Mr Raman Nagpal is the Fund manager of Raman Nagpal. He owned an experience moving global enterprises including his start-up.
He has done a Master’s in Computer science and he also has a CFA degree. Mr Raman has managed to give AUM of approx 4,000 Cr., with over 300+ clients. He avails an Investment tenure of a minimum of 4 yr and 3 months. He is a certified corporate administrator.
Naresh Chand Gupta (CEO)
Present fund managers of Accuracap include Mr . Naresh Chand Gupta. He is an intellectual who is a-corporate executive, computer scientist and researcher. His educational qualification is fulfilled from the most esteemed institution IIT Kanpur, where he was a Gold medallist. Also, he holds PhD from the University of Maryland.
He was previously, the founder and Managing Director of Adobe India, post while he pursued investing on a full-time basis. He is presently serving as the CEO at Accuracap and is an investor, with 19 years of extended experience. Also, he is the author of several scientific papers and alone holds 7 patents in the US.
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AccuraCap PMS Strategies
In the table below, you will acknowledge the investment strategies –
Strategies | |
Accuracap – Alpha10 | LARGE-CAP |
Accuracap – Alphagen | MULTI CAP |
Accuracap – Picopower | SMALL & MIDCAP |
The PMS houses run on three basic strategies that decide the future of any investment. In the Indian capital market, those three strategies are the Large-cap strategy, Mid-cap strategy, and small-cap strategy.
The company takes on these strategies to run a business in the share market. These strategies formulate the future scope of Accuracap. The company works to convey help from the competitive share market. According to the company principle, they follow flexible and powerful techniques to manage funds.
The company is a sophisticated firm. To demonstrate briefly, they focus on creating two main types of portfolios, which are –
AccuraCap Alpha 10 Strategy
The point of consideration in this strategy is to invest in a diversified portfolio of only high-quality companies which belong to the large-app domain.
While the stocks are selected, the selection criterion is based on fundamental and technical parameters. Here, a proprietary artificial intelligence-based algorithm is deployed which was constructed over 10 years. Stocks from the Top 100 companies are considered.
Accuracap – Alphagen Strategy
Likewise, other formulated strategies of Accuracap, this strategy too use Artificial Intelligence for stock selection. This strategy is generally suitable for aggressive investors in the market. The strategy emphasizes both growth and risk control factors.
In this strategy, the average holding is for two years, and the investor’s portfolio is rebalanced once a year. Old stocks are replaced with new high-ranked stocks, but the tally of the number of stocks remains the same.
AccuraCap PicoPower Strategy
Investment is aimed at creating a diversified portfolio which would comprise only high-quality companies inMidcapp. Both fundamental, as well as technical parameters, are taken into account using an intelligence-based algorithm. The companies are considered to belong to the universe of 101 to 500 companies as per market capitalization.
AccuraCap PMS Returns / Performance
The chart shows the performances and returns that accelerate all Accuracap PMS-
Strategy | Accuracap – Alpha10 | Accuracap – Alphagen | Accuracap – Picopower | |
Category | LARGE-CAP | MULTI CAP | SMALL & MIDCAP | |
Return (CAGR) | 1M | -2.76% | -1.58% | -0.26% |
3M | 12.23% | 10.93% | 11.37% | |
6M | -1.77% | -2.43% | -3.21% | |
1Y | -4.16% | -4.88% | -4.16% | |
2Y | 13.03% | 19.19% | 32.31% | |
3Y | 12.11% | 16.53% | 33.24% | |
5Y | 10.46% | 8.70% | 14.03% | |
Since Inception | 14.03% | 12.25% | 23.15% | |
Inception Year | Sep 2011 | Dec 2015 | Oct 2011 |
After learning the above table, we have concluded that the company has a rising graph. Accuracap PMS shows a good augmentation rate.
These presentations demonstrate the company celebrates enhanced performances every consecutive year. As a result, we can say unhesitatingly that the Accuracap venture group is a potential PMS solution.
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AccuraCap PMS Investment Plans
Look below the chart to learn about the Accuracap 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 |
Investment slabs have been grouped differently to keep in mind the investor’s budget. There are different ranges of investment sludge i.e. Bronze plan, Gold plan, Platinum and silver plan.
The bronze sketch comes in between INR 25 Lakh to INR 50 Lakh. The silver plan hoards investors of INR 50 lakh to INR 1 crore. The Gold plan is completed in the choice of INR 1 Crore to INR 5 Crore, the choice of Platinum plan is for investors over INR 5 crore reserves.
AccuraCap PMS Fee Structure or Commission Slabs
The underneath bench shows the information concerning commission slabs of Accuracap PMS-
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
The PMS comprise 3 payment blocks, such as prepaid commission slab, Profit sharing% commission slab and volume % commission slab. Moving further, all three on the top slabs are discussed below.
AccuraCap PMS Prepaid Commission
In this fee configuration, the organization takes its quantity before the investment phase. The charge is less than other fee slabs since this is a model of prepaid charge.
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.65% of Investment |
Investment – 50L – 1 Cr. | 1.45% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.25% of Investment |
Investment – 5 Cr. Plus | 1.05% of Investment |
In the above chart of the prepaid commission, you can see the percentage difference varies according to investment. Similarly, at a quality of Rs.25 Lakh -Rs.50 Lakh, the prepaid commission is 1.65%, for the quantity of Rs. 50 Lakh to Rs.1 Cr, the prepaid charge is 1.45%.
For Investment of Rs.1 Cr. – Rs.5 Cr. the prepaid fee is 1.25%, for volumes of Rs.5 Cr & more, the prepaid charge is 1.05%. We can perceive that the prepaid commission model is very low to high with the asset amount.
AccuraCap PMS Volume% Commission
Accuracap of volume % is fermented upon the asset inventing job performed by the fund manager during the portfolio.
The cost is placed on the flea market situation and the genuineness of the manager. It shows an excellent payout.
Consider the table demonstrates the variable nature of the volume % commission model.
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.165% of the Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.145% of the Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.125% of the Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.105% of the Total Transaction Volume |
As we have looked at the board above, the agreed sum is begun with INR 2.5 Cr to INR 5 Cr, and then 0.165% fees of management are charged through the transaction.
If the contract figure is 50L-1 Cr, the firm charges 0.145% of the transaction figure. The quantity is in the heart of 1 Cr- 5Cr; the administration would maintain 1.125%.
If the accord is more Than 5 Cr, the Accuracap PMS would claim 1.105% on the transaction amount. Like this, the volume% commission model has been planted.
AccuraCap PMS Profit Sharing% Commission
This type of Profit% commission modelling is an extremely suitable one. In this type of commission slab, the organizations take their fee after the profit that has been made.
In this procedure, the share is eminent and the risk is less. At this time below, you can differentiate a profit% protuberance for each investment.
Profit Sharing% Commission (Yearly) | |
Profit Amount – 2.5L – 5L | 27% of the Profit |
Profit Amount – 5L – 10L | 25% of Profit |
Profit Amount – 10L – 50L | 22% of the Profit |
Profit Amount – 50L Plus | 19% of the Profit |
Let’s learn, if the return amount is 2.5L- 5L, the union would censure 27% of the whole yield. At, the profit sum of 50L- 1Cr, the association indicts 25% of the profit. When the income is 10L-50L, the management takes 22% of the whole profit completed and when the turnover is surplus of more than 50L then the connection stress is 19% of the full revenue measure.
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.
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AccuraCap PMS Charges
The board bears out the information of all additional charges during the time of PMS-
Charges | |
Management Fees | As per the commission model |
Upfront Fees | 1% – 1.30% of Asset Value |
Brokerage Charges | 0.01% – 0.02% of Total Transaction Value |
Custodian Charges | 0.2% – 0.3% of Asset Value |
Depository Charges | 0.2% – 0.3% of Asset Value |
Exit Load – within 12 months | 1% – 1.3% of Withdrawal Value |
Exit Load – post 12 months | Free or 0.25% of Withdrawal Value |
Various Charges involved are:
Management fees-theses are the fees that are dependent upon the commission model type.
Upfront fees- Accuracap takes this type of offer as an upfront fee. This is charged as a type of prepaid commission, it is taken 1%-1.30% of the asset value.
Brokerage charges – This is stimulated by the finance director known as the Brokerage charge which is 0.01%- 0.02%dependingd on the total transaction draw.
Custodian charge – This is a type of amount that is charged on the asset value of the investor. It ranges between .2%-0.3percent.
Depository charge – This is charged over the asset value which ranges between 0.2%-0.3%.
Exit Load cost – The exit load is a preventive amount charged on the withdrawal amount. The exit load charges 1%- 1.3% within 12 months and is charged free or 0.25% of the withdrawal amount during the past 12 months.
AccuraCap PMS Benefits
Check the Accuracap PMS benefits in the table below-
Benefits / Advantages | |
Top-up Facility | Yes |
Back office Reports | Yes |
Email Update | Yes |
SMS Update | No |
Watsapp Update | No |
Portfolio View | Yes |
Detailed View | No |
Flexible Commission Model | Yes |
Flexible Investment Plans | Yes |
Massive Experience | Yes |
Below are the benefits that are given to PMS clients-
- The investment house offers a time-tested top-up facility to its client base. This is offered at the least cost and promises principles of smart investment.
- The customer can check their portfolio online anytime through the company website.
- For customer satisfaction, flexible investment plans and commission modelling are provided.
- Accuracap is blessed with the massive experience of customer handling and investment channelizing.
AccuraCap PMS Customer Care
Now, check the below table to know more about Accuracap 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 – 5 to 8 Times a month |
Issue Resolving TAT | 15 working days |
The corporation presents a TAT of 15 business days to solve any PMS-related issue.
The client catalogue of PMS provides no chat and Whatsapp support but gives out regular updates through E-mails and offers SMS support.
The regulation offers Direct Call coordination to customers with the fund Manager for any personal queries. The association gives relationship manager support too.
The call to the fund manager is based upon the value of the asset, if the amount is INR 1 Cr or more, then the buyer can fix meetings, 5-8 times a month with the fund manager.
An investor with an asset of less than 1 Cr, can also fix the meeting. The company posse’s enormous experience.
AccuraCap PMS Conclusion
Accuracap works on the policy of Spatiotemporal analysis. They pick up the trades that are feasible in the market after their sophisticated fund analysis.
They create a “pendulum hypothesis” to recognize the psychology of the market. The company shows a conservative and risk-averse approach.
Accuracap plays deep-skin-in game knowledge that has led it to become a prominent PMS house among the approaching investors.
AccuraCap PMS FAQs
Ques – How can I invest with AccuraCap PMS?
Answer – You will find a complete Invest In AccuraCap PMS for when you open this page. Complete the mandatory details, e.g. your name, mobile number and city, and choose the essential service. The services are free and quick to invest in AccuraCap PMS. This will lead to additional investments
Ques – Who is the current fund manager of AccuraCap PMS?
Answer – Raman Nagpal is AccuraCap’s Manager of the Fund. He has a history of shifting multinational businesses and his start-ups. He is a Master of Informatics and a CFA graduate.
Ques – What is the approx AUM of AccuraCap PMS?
Answer – With over 300+ customers, Mr Raman managed to offer AUMof around 4,000 Cr. The investment tenure was at least three years and three months. He is a licenced business manager.
Ques – Where can I check the return or performance of AccuraCap PMS?
Answer – In the article published on our website, we provide you with all the needed information and facts. Therefore, you simply have to access the product and find something appropriate in the specified headings to check the AccuraCap PMS return or output
Ques – What are the different strategies used by AccuraCap PMS?
Answer – They concentrate on the creation of two key portfolio styles – AccuraCap Alpha 10 Strategy. This strategy aims to invest only in high-quality companies that are part of the wider cap domain in their diverse portfolios. Picower Strategy for AccuraCap Investment aims to create a diversified portfolio consisting only of high-quality Mid Cap companies. And Alphagen is the third party to be part of the Multicap plan.
Ques – Where to find the fee structure and commission rate of AccuraCap PMS?
Answer – In this article,e you can find the fee structure and the commission rate of AccuraCap PMS. You can find complete information on both topics in two different headings. To find the knowledge you want and can find, you need to simply scroll ahead.
Ques – How do call or reach AccuraCap PMS customer care?
Answer -To solve any PMS-related problem, it poses a 15-day TAT. The PMS customer catalogue does not support chat and Whatsapp, it provides daily updates via e-mail and supports SMS. The regulation provides customers with the fund manager with direct call coordination for personal queries. The association also offers support to the relationship manager.
Ques – What are the benefits of investing with AccuraCap PMS?
Answer – Investment house offers its customer base a time-tested supplementary facility. This comes at a minimum cost and guarantees intelligent investment values. The customer can always review its portfolio online via the website of company. Flexible investment plans and commission modelling are available for customer satisfaction. Accuracap is blessed with its vast customer service and investment channelling expertise.
Ques – What are the different charges involved with AccuraCap PMS?
Answer – Different charges are: management fees – these are fees which are depending on the form of commission. Upfront charges- A prepayment fee of 1% to 1.30% of the value of the asset is paid. Brokerage charges– this is stimulated by the Finance Director known as the 0,01% – 0,02%dependings on the overall tender. Custodian charges –vary from – 0.3% to –2%. Depository charges– this is defined by the asset value varying from 0.2% to -0.3%. Exit load charges– Exit charges are 1% to 1,3% within 12 months, and free to charge or 0,25% of the withdrawal within 12 months after the withdrawal.
Ques – Where can I find all the details about AccuraCap PMS?
Answer – This article provides you with all the information about the AccuraCap PMS. The article aims to take into account, customer comfort. All information required is therefore provided in tables and diagrams
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