Acepro Investment PMS – Review, Strategies, Returns, Charges & more

Acepro Investment PMS is an investment advisory firm and a subsidiary of Sarthi Capital Advisors engaged in offering exemplary services in financial domain-investment advisory, Wealth management, corporate advisory, and Angel Investment network.

It is a licensed portfolio firm by the Security Exchange Board of India. (SEBI). The team of company has more than 2 years of experience in the capital market.

This article gives brief details about Acepro Investment Portfolio Management Services, its Customer ratings and reviews, returns/performance, Fund manager details, fee structure and commission and so on.

Acepro Investment PMS – Ratings & Review by Top10StockBroker

Find ratings of Acepro Portfolio Management Services –

Overview of Acepro Investment Portfolio Management Services

Find a detailed overview of the Acepro Investment portfolio management service in the table given below-

Acepro Investment PMS is a private limited investment advisory firm incorporated on 15 June in the year 2010.

The company offers a broad range of strategies to select from depending on the investor’s risk and appetite. The company experienced team ensures that investors’ portfolios are tracked, monitored and optimized at all times.

The customer service support of the company allows for keeping a tab on the customer’s portfolio performance. The relationship manager ensures that the investors receive all the services related to investors’ trading/investment needs.

Now, we will discuss the Acepro Investment portfolio management service company review, its PMS returns, PMS charges and more.

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Types of Acepro Investment PMS

There are 2 types of Acepro Portfolio Management Services –

Discretionary Portfolio Services

It is a form of investment management where trading decisions are made for the customers at the portfolio’s management discretion. It is suitable for clients whose tight schedule does not allow the market information on time.

Non- Discretionary Portfolio Services

It is a form of investment management where trades are discussed and approved by clients before taking place. It is suitable for clients who can take some time from their tight schedules to track the market information on time.

Acepro Investment PMS Fund Managers Details

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

Kunj Bansal (Partner & CIO)

With 26 years of experience under his hood, Mr Kunj Bansal is an expert in the domain of managing money in formats which include offshore funds, mutual funds and PMS. He presently holds the position of Chief Investment Officer, while also being a partner at Sarthi Acepro.

As far as the stretch of education is of concern, he holds an engineering degree and is a management graduate from NMIMS.

His previous work engagements were with Kotak, Reliance and Centrum. He conducts seminars, and conferences and presents lectures at management colleges and is a well-known figure for multiple news channels, which seek his opinion.

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Acepro Investment PMS Strategies

The below table is providing details about the Acepro Investment portfolio management service strategies-

Acepro – Galaxy Strategy

This strategy is highly recommended for investors willing to invest in different sectors. Stocks are selected based on their current financial status and also based on the future financial improvement capacity.

This strategy is ideal for investing in listed shares and other securities with the goal of reaping profit over a longer horizon. The start adopted the approach “QARP” – Quality at a Reasonable Price.

Acepro – Large Cap Strategy

If you are aiming to invest in large-cap companies with a slight hint of small-cap and mid-cap stocks, this strategy is highly prompt for you. Investment is made in companies with good financial stability or the ones promising better performance in the future.

The portfolio will consist of over 50 stocks across the large caps. The investor will be able to make the investment in diversified sectors with a primary focus on large caps.

Acepro Investment PMS Returns / Performance

The below table is giving details about Acepro Investment PMS returns and performance-

The Acepro Investment PMS rate of return is distinct in different years. With the attractive returns achieved by the company in different years, investors can have trust in the company associated and would also like to invest in the company by analyzing the rate of return achieved.

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Acepro Investment PMS Investment Plans

The given table is providing details about the Acepro Investment portfolio management service investment plans.

Acepro Investment PMS offers various investment plans to the customers and the customers are free to choose any investment plan based on their requirements and affordability.

Various investment plans such as bronze plan silver plan gold plan and platinum plans are offered to the customers through the company.

The bronze plan offered by the Acepro Investment PMS ranges between (25L – 50L)

The silver plan offered by the Acepro Investment PMS ranges between (50L – 1 Cr.)

The gold plan offered by the Acepro Investment PMS ranges between (1 Cr. – 5 Cr.)

The platinum plan offered by the Acepro Investment PMS is available for more than 5 crores.

Acepro Investment PMS Fee Structure or Commission Slabs

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

The fee structure is provided below –

Acepro Investment PMS Prepaid Commission

The prepaid commission model focus on the different percentages of the commission paid by the customers according to their investment plan chosen. Here in this model, the commission is to be paid in advance before the investment tenure starts.

Different percentages of commission which is to be paid by the customers are stated below: =

• The prepaid commissions will be 0.98% of the investment if the slab of the investment amount relies upon between (25L.-50L.)
• Prepaid commissions will be 0.93% of the investment if the slab of the investment amount relies upon between (50L.-1 CR.)
• The prepaid commissions will be 0.83% of the investment if the slab of the investment amount relies upon between (1 CR.-5CR.)
• Prepaid commissions will be 0.73% of the investment if the slab of the investment amount will be more than 5 crore

Acepro Investment PMS Volume% Commission

In the volume% commission models, the commission has to be paid according to the number of transactions done by the portfolio manager. Here are the different percentages of the volume% commission models

The volume % commission will be 0.109% of the Total Transaction Value if the slab of the investment amount relies on between 25L-50L

Volume % commission will be 0.099% of the Total Transaction Value if the slab of the investment amount relies on between 50L-1CR

The volume % commission will be 0.089% of the Total Transaction Value if the slab of the investment amount relies on between 1Cr-5 Cr.

Volume % commission will be 0.075% of the Total Transaction Value if the investment amount is more than 5 crore.

Acepro Investment PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

In the profit % commission model, the commission has to be paid according to the profit attained by the customers. Here in this model, the commission has to be paid according to the profit attained.

• The profit % commissions will be 22.7% of profit if the slab of the investment amount relies on between (2.5L-50L)
• Profit % commissions will be 20.7 % of profit if the slab of the investment amount relies on between 5L-10L
• The profit % commissions will be 18.7% of profit if the slab of the investment amount relies on between 10L-50L
• profit % commissions will be 16.7% of profit if the slab of the investment amount is more than 50 lakhs

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Acepro Investment PMS Charges

The below-given table is giving information about Acepro Investment Portfolio Management Service Charges-

Management Fees-The management fees are decided between the customers and the broking company during the period of the commission model selected. The slab of the management fees is 0.84% – 0.96% of the Asset Value

Upfront Fees-This is the fee which is paid initially before the initiation of investment tenure. It is more considered an as prepaid value. The slab of the upfront fees is 0.84% – 0.96% of the Asset Value

Brokerage Charges-This are the fees which are paid by the customers to the broker for rendering the services to the customers. The slab of the brokerage fees is 0.006% – 0.020% of the Total Transaction Value

Custodian charges– The fees which are known as custodian charges are also imposed by the company on the customers. The slab of the custodian charges is 0.19% – 0.35% of the Asset Value

Depository Charges– These are the fees which are paid by the customers to the depository company for opening a dematerialization account. The slab of the depository charges is 0.1.7% – 0.34% of Asset Value

Exit charge– This is the fee which is paid by the customers to the company at the time they exit from their investment. The slab of the exit charge is 0.65% –1.00% of the Withdrawal Value is made within 12 months.

Acepro Investment PMS Benefits

Find the details about Acepro Investment PMS advantages in the table given below-

• It offers a multi-manager platform with more choices of portfolios to suit the investor’s needs and risk appetite.
• Funds are managed by experienced fund managers along with a strong advisory team who use smart investment strategies to invest the money smartly.
• The fund manager and research team constantly watch the investor’s money as the team knows how the money can be managed
• The company takes care of all the aspects of the customer portfolio with monthly and semi-annual reporting on the overall status of the portfolio and performance.
• The company offers better decisions to the customers and helps them to direct access to the portfolio management team which allows them to invest hassle-free in the financial market

Acepro Investment PMS Customer Care

The table given below is showing a detailed view of Acepro Investment PMS Customer Care.

Acepro Investment PMS provides lots of support and comfort to the customers. They provide a direct call facility which helps the customers to directly call the fund manager for the resolution of issues raised.

For complete satisfaction and easiness-mail and relationship manager facility is also provided to the customers. Call to fund manager facility is available 8-9 times a month. Issue Resolving Tat is available for 16 working days.

Acepro Investment PMS Conclusion

Acepro Investment PMS provides lots of support and comfort to the customers. The company offers a multi-manager platform with a wide choice of portfolios to suit the customer’s needs and appetite.

Also, the company offers various strategies ranging from the sizeable cap-mid cap, flexible cap, etc. to suit the specific needs of the investors.

The company offers better decisions to the customers and helps them to direct access to the portfolio management team which helps them to invest hassle-free in the financial market.

Acepro Investment PMS FAQs

Ques – Who is the current Fund Manager of Acepro Investment PMS?

Answer – The fund manager of Acepro Investment is Mr Kunaj Bansal who is the partner and CIO. The fund manager at Acepro Investment carries 25 years’ worth of experience in his hook with over 21 crores worth of assets under management.

Ques – What is the investment strategy of Acepro Investment PMS?

Answer – The company takes into note various strategies to have the best investment results. Acepro investments have been inclined towards both small and mid-cap strategies which talk about investing in small or say mid-cap stocks. The company also follows the acepro India value strategy as well as the acepro value and growth strategy.

Ques – What are the benefits of investing with Acepro Investment PMS?

Answer – Acepro Investment provides just the right horizon to an investor. Thanks to their multi-manager platform they have given multiple choices of portfolios to suit investors’ exceptions and well as fit right with the risk they are willing to take.

• The Large cap strategy at the company has been gaining promising returns over the past months. In 6 months, Acepro Investment’s Large Cap strategy can get as much as 30% returns.

Ques – Is it worth investing in Acepro Investment PMS?

Answer – It is indeed the right choice to join hands with Acepro Investment, given, the various customer support they grant, which has been a one-stop solution to various investors. Acepro Investment promises expertise exposure, flexible investment strategies and better returns.

Ques – What is the fee structure of Acepro Investment PMS?

Answer – The investment commission entirely depends on the principal amount which the investors have chosen. However, the Acepro Investment – Galaxy strategy and Acepro Investment – Large Cap strategy have the same fee structure. In the fixed fee area one only needs to pay a one-time AMC of around 2.50% while the variable fee works with an AMC of 1.50% with a 20% profit sharing above the 12% hurdle.

Ques – Where can I check the return or performance of Acepro Investment PMS?

Answer – The Acepro Investment PMS return rates are very open to change and thus, they are different for different years. Taking into note that the majority of returns have been beneficial, the company falls under the list of one of the most trusted companies. There are various sites from where investors can check the return of Acepro Investment PMS; however, the above article carries complete information about the venture.

Ques – How do call or reach Acepro Investment PMS customer care?

Answer – One of the best parts about Acepro Investment is that they believe in staying in touch with their customers throughout their investment journey. The company has various customer support through which they can be contacted. Concerned customers can contact them through call support, or email support and can as well call their fund manager too.

Ques – Where to find complete details about Acepro Investment PMS?

Answer – Various reliable websites have in detail, talked about Acepro Investment, portraying the best of relevant information. However, complete information about the company is given in this particular article.

Ques – How can I invest with Acepro Investment PMS?

Answer – Investing with Acepro Investment is a very easy procedure, one just needs to Click on the button provided on this website, which features “Invest in PMS” and fill out the form for the company. The individual will soon be contacted by a customer executive to provide them with a better insight into the investment they are looking to make.

Ques – What is the approx AUM of Acepro Investment PMS?

Answer – The approx assets under management for Acepro Investment are around Rs 41 Cr which is rightfully managed by the company.

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