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|
Overview of Alchemy Portfolio Management Services
The detailed overview of Alchemy portfolio management service is given below with a table chart.
|Registered Location||Mumbai, Maharashtra|
|Leadership||Lashit Sanghvi, Rakesh Jhunjhunwala|
|Yr. of Establishment||1999|
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|
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|
|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.
Know Fund Managers of Other Portfolio Management Service Companies
|ICICI Pru PMS||Aditya Birla PMS||Alchemy PMS||Ask PMS|
|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Alchemy PMS Strategies
The table given below is providing the details regarding the strategies part designed by the PMS team.
|Large Cap 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.
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.
|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.
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|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
Alchemy PMS Investment Plans
Find out details regarding the investment plans designed by the Alchemy PMS company for all its clients.
|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|
|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.
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Alchemy PMS Charges
The below table is providing the list of charges levied by Alchemy Portfolio Management Service team.
|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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||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.
|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!
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