Alchemy PMS – Review, Strategies, Returns, Charges & more

Alchemy Pvt Ltd is the best PMS performing company across the country. Generally, in this article we will have a discussion regarding Alchemy PMS, it’s strategies, yearly returns, investment plans, commission models and more.

Find out the review of Alchemy Portfolio Management Service in detail here:


Alchemy PMS – Customer Ratings & Review

Alchemy PMS Ratings
Returns Performance 3.9 / 5
Services 3.8 / 5
Charges 3.8 / 5
Experience 3.9 / 5
Strategies 4.0 / 5
Client Support 3.7 / 5
Overall Ratings 3.9 / 5
Star Ratings ★★★★

Overview of Alchemy Portfolio Management Services

The detailed overview of Alchemy portfolio management service is given below with a table chart.

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Lashit Sanghvi, Rakesh Jhunjhunwala
Yr. of Establishment 1999

Alchemy PMS

Alchemy Pvt Ltd is the largest stock broking company in the country. It is famous for its portfolio management service model.

The PMS house was normally founded by Lashit Sanghvi and Rakesh Jhunjhunwala in 1999. Its registered location is in Mumbai, Maharashtra.

The Alchemy PMS is a SEBI (securities exchange board of India) registered company, offer convenient PMS services to all its clients.

The company has a supportive portfolio management service model which has done wonders in the market in terms of earnings growth or returns. They particularly have a huge list of fund managers who handles and manages their PMS sector.

Now, we will have a discussion regarding Alchemy PMS reviews, returns and charges.


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Types of Alchemy PMS

The table given below is providing the details regarding the types of Alchemy portfolio management service.

Types of PMS
Discretionary Yes
Non-Discretionary Yes

The Alchemy portfolio service management company is normally working with both discretionary as well as non-discretionary PMS. All of its clients are allowed to choose the type of portfolio management service according to their satisfaction.

In discretionary PMS type, the whole investment portfolio is handled and managed by the assigned fund managers. And in discretionary PMS type, clients prefer to take assistance from any renowned consultancy who can give investment ideas to them regarding the portfolio management service.


Alchemy PMS Fund Managers Details

Find out the entire details of Alchemy PMS fund managers through the table chart given below.

Fund Manager’s Details
Name Sachin Shah
Experience 16 Years
Highest Qualification MBA
AUM (in Cr.) Approx 17,000 Cr.
Number of Clients 400+
Investment Tenure Minimum 3 yr.

Alchemy Pvt Ltd has a huge list of Fund managers or Portfolio managers. And in that list, Sachin Shah is the highly experienced and educated fund manager available in the company.

He has around 16 years of experience in portfolio management service sector and is also qualified in Management of Business Administration (MBS).

Generally, the fund managers of the Alchemy PMS is good at holding AUM of approx 17,000 Cr and manages the portfolio of around 400+ clients. The investment tenure of the company is a minimum of 3 years.


Alchemy PMS Strategies

The table given below is providing the details regarding the strategies part designed by the PMS team.

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

According to the table given above, Alchemy PMS has various types of strategies available. They basically work on the effective large-cap strategy, diversified strategy and small-mid cap strategy. They avail all ranges of investment strategies for the clients.

Here are some investment strategies designed by the Alchemy PMS team-

Alchemy High Growth – PMS

High growth PMS normally works on a multi-cap strategy for investment and pursue in a way to pinpoint huge quality earnings growth that can be able to provide upper level risk-adjustment returns.

Alchemy High Growth – Select Stock

This strategy is normally designed to achieve long term earnings growth by making investment in large-scale and well-established stocks – normally around 8-12 across parts who have a complete focus on mid-cap PMS companies.

Alchemy Leaders

This strategy has a total focus on large cap stocks. It normally tries to invest in highly renowned and established companies that holds a good record of operating a highly profitable business and also has a knowledge of directing various business models.


Alchemy PMS Returns / Performance

The table given below is providing the details of Alchemy Portfolio Management Service Returns.

Returns (CAGR)
3 Year 12%
5 Year 16%
7 Year 19%
10 Year 17%
11 Year Plus 22%

Normally, the return rate of alchemy portfolio management service providing company is quite healthy and impressive. It has a capability of Beating MFR ( mutual fund returns) of around 10 plus years.

The Alchemy PMS house returns for 3 years is 12%, for 5 years is 16%, for 7 years is 19%, for 10 years is 17% and for more than 11 years, it is 22% (CAGR).

The company’s healthy and robust PMS performance has made it in the list of top PMS company across the country.


Alchemy PMS Investment Plans

Find out details regarding the investment plans designed by the Alchemy PMS company for all its clients.

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

Basically, the table chart given above is providing a good understanding of the investment slabs customised by the company. For any type of portfolio management service providing company, the minimum amount of Rs.25 lakhs is required for the portfolio management.

Alchemy PMS company has all range of investments plans. Its bronze investment slab ranges from Rs.25 lakh to Rs.50 lakh. The Silver investment slab is normally between the range of Rs.50 lakh to Rs.1 Cr.

And the investment plans customised with higher amount are Gold investment plan and Platinum investment plan. Its Gold plan ranges from Rs.1 Cr. to Rs.5 Cr. And the Platinum plan is accessible only to those clients who carry an investment portfolio of more than Rs.5 Cr.

Since the alchemy company has all ranges of investment slabs, it has designed a variety of commission types and model as well. Usually, high level of investment approaches to low commission rate and good services as well.


Alchemy PMS Fee Structure or Commission Slabs

The table given below is providing the details related to the commission models designed by the Alchemy PMS for its clients.

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

The Alchemy portfolio management service company has customized basically 3 types of commission models which will be discussed below with details.


Alchemy PMS Prepaid Commission

In this commission model, the management or commission payout is to be paid previously before the investment tenure starts.

As it is a prepaid commission slab, the commission payout is normally lower than other such commission slabs.

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.5% of Investment
Investment  – 50L – 1 Cr. 1.4% of Investment
Investment – 1 Cr. – 5 Cr. 1.2% of Investment
Investment – 5 Cr. Plus 1.0% of Investment

The prepaid commission slab is customized for the convenience and satisfaction of the clients. It is wholly dependent on the total value of the investment.

If the total investment value is between Rs.25 lakh to Rs.50 lakh, the commission payout will be 1.5% of the total investment amount. If the investment value is between the range of Rs.50 lakh to Rs.1 Cr., the commission fees will be around 1.4% of the total investment amount.

With high investment value such as- Rs.1 Cr. to Rs.5 Cr., the commission rate is around 1.2% of the total investment value. And over Rs.5 Cr. of investment amount, the commission charges will be 1.0% of the total investment amount.


Alchemy PMS Volume% Commission

This kind of commission slab has a total dependency on the entire number of transactions happening in the client’s portfolio investment account through portfolio manager.

The volume % commission slab is also dependent on the stock market and various other aspects of the investment portfolio. This model typically leads to huge commission charges.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.18% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.17% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.15% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.13% of Total Transaction Volume

In this fees structure, the commission charges are charged on the basis of the market situation and fund manager’s loyalty.

If the transaction amount is between Rs.25 lakh to Rs.50 lakh, the commission fees is 0.18% of the total transaction volume. If the transaction value ranges from Rs.50 lakh to Rs.1 Cr., the commission payout will be 0.17% of the total transaction volume.

With high transaction volume like Rs.1 Cr. to Rs.5 Cr., the commission amount will be 0.15% of the total transaction volume. Over Rs.5 Cr. of the transaction amount, the commission charges will be 0.13% of the total transaction volume.


Alchemy PMS Profit Sharing% Commission

This is the most convenient and appropriate commission model designed by the PMS team of the company. The total dependency on profit sharing % commission model is the realized profit on the total investment amount.

Clients are required to pay management charges once the profit is received. This commission model normally tends to provide a high-profit percentage and leads to low commission charges as well.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 28% of Profit
Profit Amount – 5L – 10L 27% of Profit
Profit Amount – 10L – 50L 24% of Profit
Profit Amount – 50L Plus 21% of Profit

Profit sharing % fees structure is normally an appropriate fees structure designed for all of its investors. As it is dependent totally on the investment portfolio. Usually, this fees structure is offered to the clients who are with the company for long years and the ones who hold a huge investment portfolio.

Generally, the investment portfolio with a profit range of Rs.2.5 lakh to Rs.5 lakh, the commission fees will be 28% of the total profit amount. If the investment portfolio with profit between the range of Rs.5 lakh to Rs.10 lakh, the commission charges will be 27% of the total profit.

With huge profit on the investment portfolio like Rs.10 Lakh to Rs.50 Lakh, the commission charges are 24% of the total profit amount. For more than Rs.50 lakhs of profit amount, the commission payout will be 21% of the total profit.

The fees structures described above are completely designed according to the requirements of clients.

With commission charges, the PMS team charges some other charges also including- custodian charges, depository charges, brokerage charges, upfront fees and Exit load charges as well.


Alchemy PMS Charges

The below table is providing the list of charges levied by Alchemy Portfolio Management Service team.

Charges
Management Fees As per commission model
Upfront Fees 0.8% – 1.8% of Asset Value
Brokerage Charges 0.008% – 0.012% of Total Transaction Value
Custodian Charges 0.25% – 0.35% of Asset Value
Depository Charges 0.12% – 0.18% of Asset Value
Exit Load – within 12 months 0.8% – 1.8% of Withdrawal Value
Exit Load – post 12 months Free

Here is the quick list of charges levied by the Alchemy PMS company are as follows-

  • Management Fees – Management charges are generally charged by the PMS company as per the commission model. On the basis of the whole discussion is done between the client and the PMS team, commission fees are levied.
  • Upfront Charges – The Alchemy PMS company normally levy upfront charges. Such kind of charges is like advance charges. The upfront fees normally range between 0.8% to 1.8% of the total asset value.
  • Brokerage charges – Brokerage charges are also levied by the PMS house. Such charges normally range from 0.008% to 0.012% of the total transaction value.
  • Custodian charges – Custodian fees are also included in the list of charges levied by the PMS team. The Custodian charges typically range between 0.25% to 0.35% of the total asset value.
  • Depository charges – The depository charges normally range from 0.12% to 0.18% of the total asset value.
  • Exit load charges – Exit load charges are normally dependent on the duration of withdrawal and the withdrawal transactions as well. If the withdrawal transactions take place within 12 months then the commission charges will be 0.8% to 1.8% of the total withdrawal amount. The withdrawal transaction is free if it takes place to post 1 year.

Alchemy PMS Benefits

The table given below is providing a good understanding of the benefits/ advantages of the PMS house.

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

The complete list of benefits of investing in Alchemy PMS house is given below-

  • The Alchemy PMS company normally give a top-up facility to all the clients for their betterment and convenience.
  • It also offers a login facility to the clients so that they can get all the mandatory details and back office reports regarding their investment portfolio for satisfaction.
  • Apart from back office reports, the company also provides Email update and SMS update facility for checking updates regarding the transaction happening in the portfolio account.
  • It is also good at providing flexibility in investment plans and in commission models as well. Since the company has all ranges of investment modules available for clients.
  • The PMS group also hold a massive experience in the field of portfolio management service.

Alchemy PMS Customer Care

The table given below is providing the details regarding PMS customer care.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support Yes
Relationship Manager Support Yes
Call to Fund Manager Yes – 3 to 7 Times a month
Issue Resolving TAT 12 working days

Alchemy Pvt Ltd normally provides good service support to all of its existing clients. It has direct calling facility available for clients so that they can call anytime in order to resolve any type of query.

Apart from this, Email and Whatsapp support are also provided to the clients for the huge convenience and satisfaction.

The company is also good at providing relationship manager facility. The clients holding high investment portfolio can call to their fund manager 7 times in a month. And the low investment portfolio clients can call to their portfolio manager 2-3 times in a to month.

The issue resolving TAT is available for 12 working days.


Alchemy PMS Conclusion

Alchemy portfolio management service solution is one of the greatest and largest solutions in the country. Its effective investment strategies have given very amazing results to all the clients.

The flexible investment plans, as well as commission models, also give a lot of satisfaction and convenience to all the existing clients. The company’s support system and services are also well-structured and satisfactory.

If you are seriously interested in coming up with a huge PMS solution then go through the Alchemy PMS company for betterment.


Invest in Alchemy PMS – Fill up the form Now!

Fill Your Details Here
  1. Invest in PMSBecome Sub BrokerOpen Demat Account


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