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 the 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.PMS Offers


Acepro Investment PMS – Customer Ratings & Review

Find Client ratings of Acepro Portfolio Management Services –

Ratings
Returns Performance 3.5 / 5
Services 3.4 / 5
Charges 3.5 / 5
Experience 3.3 / 5
Strategies 3.2 / 5
Client Support 3.4 / 5
Overall Ratings 3.4 / 5
Star Ratings ★★★★★

 


Overview of Acepro Investment Portfolio Management Services

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

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Ashish Shah
Yr. of Establishment 2010

Acepro Advisors PMSAcepro 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 upon the investor’s risk and appetite. The company experienced team ensures that investor’s portfolios are tracked, monitored and optimized all the times.

The customer’s service support of the company allows 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 have a discussion about 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 –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

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 the 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 schedule 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.

Fund Manager’s Details
Name Kunj Bansal
Experience 25 Years
Highest Qualification MBA
AUM (in Cr.) 21 Cr.
Number of Clients 40
Investment Tenure 2-3yrs

Mr. Kunj Bansal is a senior investment professional advisor with 25 years of experience in financial market managing money under distinct formats such as offshore funds, mutual funds and PMS.

He understands the irrationality of the market in order to bring valuations in line with fundamental. This experience helps him get a good experience and understanding of the market participants.

Along with the experience in capital market, he also writes for various magazines and Newspaper and his values opinion is sought by news channels.


Know Fund Managers of Other Portfolio Management Service Companies

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Acepro Investment PMS Strategies

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

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

Small and mid-cap strategies

This strategy aims to invest in small and mid-cap stocks with a strong focus on the themes and ideas of consumerism, banking and financial services and infrastructure in the Indian economy.

Acepro India Value Strategy

This strategy aims to generate long term capital gains by focusing on value identification of mid-sized companies.

Acepro Value and Growth Strategy

This strategy follows a core and satellite approach to investment management. This is for investors who look a balanced approach between value and growth within a portfolio

Acepro Multicap Strategy

This strategy aims to buy stock at reasonable rate across market capitalization and have potential to grow 1.5 times the nominal GDP for next 5-7 years

Acepro equity approach strategy

This strategy invests across cap curves targeting companies with sustainable competitive advantages and research valuations based on our analysis of fir values. It is designed for the investors who are looking for a concentrated set of high conviction stocks


Acepro Investment PMS Returns / Performance

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

Returns (CAGR)
3 Year 8.4%
5 Year 11.1%
7 Year 10.2%
10 Year 7.2%
11 Year Plus 9.5%

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.

Acepro Investment PMS rate of return in 3 years is 8.4%

A Acepro Investment PMS rate of return in 5 years is 11.1%

Acepro Investment PMS rate of return in 7 years is 10.2%

A Acepro Investment PMS rate of return in 10 years is 7.2%

Acepro Investment PMS rate of return in more than 5 years is 9.5%


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Pantomath Fund Managers PMS Phillip Capital PMS R Wadiwala Securities PMS

Acepro Investment PMS Investment Plans

Below the given table is providing details about the Acepro Investment 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

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

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

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

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

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

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 are as follows-

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

The fee structure is provided below –


Acepro Investment PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 0.98% of Investment
Investment  – 50L – 1 Cr. 0.93% of Investment
Investment – 1 Cr. – 5 Cr. 0.83% of Investment
Investment – 5 Cr. Plus 0.73% of Investment

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, commission is to be paid in advance before the investment tenure starts.

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

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

Acepro Investment PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.109% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.099% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.089% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.075% of Total Transaction Volume

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

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

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

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

Volume % commission will be 0.075% of 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-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 22.7% of Profit
Profit Amount – 5L – 10L 20.7% of Profit
Profit Amount – 10L – 50L 18.7% of Profit
Profit Amount – 50L Plus 16.7% of Profit

In the profit % commission model, the commission has to be paid according 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 between (2.5L-50L)
  • Profit % commissions will be 20.7 % of profit if the slab of the investment amount relies between 5L-10L
  • The profit % commissions will be 18.7% of profit if the slab of the investment amount relies between 10L-50L
  • profit % commissions will be 16.7% of profit if the slab of the investment amount is more than 50 lakhs

Know Charges models of other Portfolio Management Service Providers

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Revelation Portfolio PMS Samvitti Capital PMS Sharekhan PMS
Sageone Investment PMS Sanctum Wealth PMS Shepherds Hill PMS

Acepro Investment PMS Charges

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

Charges
Management Fees As per commission model
Upfront Fees 0.84% – 0.96% of Asset Value
Brokerage Charges 0.006% – 0.020% of Total Transaction Value
Custodian Charges 0.19% – 0.35% of Asset Value
Depository Charges 0.17% – 0.34% of Asset Value
Exit Load – within 12 months 0.65% – 1.00% of Withdrawal Value
Exit Load – post 12 months Free

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

Brokerage Charges-This is the fees which is 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 Total Transaction Value

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

Depository Charges– This is the fees which is 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 fees 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 Withdrawal Value id made within 12 months.


Acepro Investment PMS Benefits

Find the details about Acepro Investment 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
  • It offers multi-manager platform with more choice of portfolios to suit the investor’s needs and risk appetite.
  • Funds are managed by experienced fund manager along with the strong advisory team who use smart investment strategies to invest the money smartly.
  • The fund manager and research team constantly watch the investors money as the team knows how the money can be managed
  • The company takes care of all the aspects of the customer portfolio with a 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 helps 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.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 8 to 9 Times a month
Issue Resolving TAT 16 working days

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

For the complete satisfaction and easiness-mail and relationship manager facility is also provided to the customers. Call to fund manager facility is available for 8-9 times in 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 the portfolio to suit the customer’s needs and appetite.

Company offers various strategies ranging from the large 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.


Know everything about more PMS companies

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