Alchemy PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Dec 02, 2022
Alchemy Pvt Ltd is the best PMS-performing company across the country. Generally, in this article, we will discuss Alchemy PMS, its strategies, yearly returns, investment plans, commission models and more.
Find out the review of Alchemy Portfolio Management Service in detail here:
Alchemy PMS – Ratings & Review by Top10StockBroker
|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
A detailed overview of Alchemy’s portfolio management service is given below with a table chart.
|Registered Location||Mumbai, Maharashtra|
|Leadership||Last 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, that offers 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 discuss 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 services.
|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 the discretionary PMS type, the whole investment portfolio is handled and managed by the assigned fund managers. And in the discretionary PMS type, clients prefer to take assistance from any renowned consultancy that 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||Hiren Ved (Co-Founder & CIO)|
|AUM (in Cr.)||Approx 17,000 Cr.|
|Number of Clients||400+|
|Investment Tenure||Minimum 4 yr.|
Generally, the fund managers of Alchemy PMS are good at holding an AUM of approx 17,000 Cr and managing a portfolio of around 400+ clients. The investment tenure of the company is a minimum of 4 years.
Amit Nadekar (Portfolio Manager)
Mr Amit holds an experience of up to 17 years collectively in the domains of Fund Management, Corporate Strategy and Finance, Taxation, Accounts and Audits. He has had a diverse experience from his initial years of work and joined Alchemy in the year 2015
He holds a Master of Business Administration (Finance) from Jamnalal Bajaj Institute of Management Studies, Bombay University, and is a chartered accountant.
Hiren Ved (Co-Founder & CIO)
Mr Hiren is the individual behind the setting up of the firm’s wealth management business. He has been with the Alchemy team since the year 1999. He presently holds an experience of 2 decades in equity markets and has carefully crafted the foundation of bottom-up research and stock picking.
As per their educational qualification, he is a qualified cost accountant. Furthermore, he also holds a diploma in banking and finance.
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.
|Alchemy – Ascent||MULTI CAP|
|Alchemy – High Growth||MULTI CAP|
|Alchemy – High Growth Select Stock||MULTI CAP|
According to the table given above, Alchemy PMS has various types of strategies available. They avail all ranges of investment strategies for the clients.
Here are some investment strategies designed by the Alchemy PMS team-
Alchemy High Growth – Ascent
The primary objective of this investment is aimed at generating risk-adjusted returns, with a long-term target. The structure of this strategy is carefully crafted with the assistance of fundamental objectives and data.
Stating the parameters of investment, companies which have higher growth to that of cost of capital are chosen. Also, preference is for companies which have managed to keep a track record of consistent and continuous growth.
Furthermore, based on certain valuations, quality assessment and risk management is performed to carefully pick out the most valuable companies, which are likely to fetch higher CARG.
Alchemy High Growth – Select Stock
The objective of this strategy is to gain long-term returns. The basis of the investment is in equities and equity-related instruments, across all market capitalizations, especially mid-cap.
The approach adopted in this strategy is top-down and bottom-up collectively, which pools in a higher share of the return. Since 18 years of operations, it has excelled for 14 years, outperforming every passing year. It is a major hub for creating wealth for investors, with a follow-up on a portfolio of a maximum of 25 stocks.
The aim of this fund is inclined towards absolute returns on the investor’s capital, rather than being benchmarked to any index.
Companies at target here are listed Indian companies, PIPES, IPO and pre-IPOS, all of which have the potential for long terms capital appreciation. Investment on the other hand is not fixed to a specific domain or industry, where large-cap, mid-cap and also small-cap stocks are equally considered.
Alchemy PMS Returns / Performance
The table given below is providing the details of Alchemy Portfolio Management Service Returns.
|Strategy||Alchemy – Ascent||Alchemy – High Growth||Alchemy – High Growth Select Stock|
|Category||MULTI CAP||MULTI CAP||MULTI CAP|
|Inception Year||Sep 2019||May 2002||Dec 2008|
Normally, the return rate of an alchemy portfolio management service providing company is quite healthy and impressive. It has the capability of Beating MFR ( mutual fund returns) of around 10 plus years.
The company’s healthy and robust PMS performance has made it on the list of top PMS companies across the country.
Know the Returns of other PMS Brands
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|HDFC PMS||IDFC PMS||Karvy PMS||Credent Asset PMS|
|Pelican PMS||Centrum PMS||LIC 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|
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, a minimum amount of Rs.25 lakhs is required for portfolio management.
Alchemy PMS company has a range of investment 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 amounts are the Gold investment plan and the 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 a range of investment slabs, it has designed a variety of commission types and models as well. Usually, a high level of investment approaches low commission rates 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 Alchemy PMS for its clients.
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
The Alchemy portfolio management service company has customized 3 types of commission models which will be discussed below in detail.
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 values 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 the 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 the 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 the Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.17% of the Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.15% of the Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.13% of the Total Transaction Volume|
In this fee structure, the commission charges are charged based on the market situation and the fund manager’s loyalty.
If the transaction amount is between Rs.25 lakh to Rs.50 lakh, the commission fee 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 volumes 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 the 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 the Profit|
|Profit Amount – 5L – 10L||27% of the Profit|
|Profit Amount – 10L – 50L||24% of the Profit|
|Profit Amount – 50L Plus||21% of the Profit|
Profit sharing % fee structure is normally an appropriate fee structure designed for all of its investors. As it is dependent totally on the investment portfolio. Usually, this fee structure is offered to clients who are with the company for long years and the ones who hold a huge investment portfolio.
Generally, for 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 a profit between the range of Rs.5 lakh to Rs.10 lakh, the commission charges will be 27% of the total profit.
With huge profits 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 fee 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 the Alchemy Portfolio Management Service team.
|Management Fees||As per the 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. Based on the whole discussion 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 updates and SMS update facilities for checking updates regarding the transaction happening in the portfolio account.
- It is also good at providing flexibility in investment plans and 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 a direct calling facility available for clients so that they can call anytime to resolve any type of query.
Apart from this, Email and Whatsapp support are also provided to the clients for huge convenience and satisfaction.
The company is also good at providing relationship manager facilities. Clients holding high investment portfolios can call their fund manager 7 times a month. And the low-investment portfolio clients can call their portfolio manager 2-3 times a month.
The issue resolving TAT is available for 12 working days.
Alchemy PMS Conclusion
Alchemy’s 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 its 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.
Ques – How can I invest with Alchemy PMS?
Answer – All clients have the option to invest directly, without the intermediation of persons engaged in distribution services. To invest in Alchemy PMS, the procedure is absolutely easy and hassle-free. Once you open our site, you will find an Invest In Alchemy PMS fill-up form right on the website One needs to fill in the compulsory details that are required including your name, mobile number and city of Residence. Select your service requested and click on submit. This way you will be led to the further steps of investment.
Ques – Who is the current fund manager of Alchemy PMS?
Answer – The present fund manager at Alchemy is Hiren Ved, who is the Co-Founder and CIO. The other portfolio manager as per present stature is Amit Nadekar. Alchemy’s association with global investors and top Indian families is built on its culture of excellence.
Ques – What is the approx AUM of Alchemy PMS?
Answer – Generally, the fund managers of Alchemy PMS are good at holding an AUM of approx 17,000 Cr and managing a portfolio of around more than 400 clients. The investment tenure of the company is a minimum of 3 years.
Ques – Where can I check the return or performance of Alchemy PMS?
Answer – The returns and performance of Alchemy PMS are present right on our website. The return rate of Alchemy’s portfolio management service-providing company is quite healthy and impressive. It has the capability of Beating MFR (mutual fund returns) of around 10 plus years. The safe and robust success of the company has made it into the country’s top PMS business list. We show the full facts and figures in a tab for the convenience of our customers. Alchemy is known for having an exceptional portfolio management service and has exceeded mutual fund returns for more than 10 years.
Ques – What are the different strategies used by Alchemy PMS?
Answer – The article provides the various strategies that Alchemy incorporates within the form of a table on our website. As per the table on our website, PMS house has various types of effective PMS strategies. The basic strategies are Ascent multi-cap, Leaders large-cap, and High Growth Select Stock Multi-cap strategies.
Ques – Where to find the fee structure and commission rate of Alchemy PMS?
Answer – The data regarding all the details of Alchemy PMS is present on the website. We have provided detailed information with all the important heads and done so in the form of tables and charts. Henceforth, to find the fee structure and commission rate of Alchemy PMS, one can locate the details easily on our website provides.
Ques – How to call or reach Alchemy PMS customer care?
Answer – Alchemy PMS gives priority to their clients. It provides all required support so that the clients do not feel inconvenienced while dealing with the Alchemy PMS. One can directly call the company to get the answers to their questions. The company has also provided Email and Whatsapp facilities for the convenience of the clients. A relationship manager is also appointed by the company to make the relationship strong between the fund manager and investors.
Ques – What are the benefits of investing with Alchemy?
Answer – Alchemy PMS has become one of the largest portfolio management service providers in the country. Its effective strategies attract more and more clients to the company to get a superior return. The company provides flexible investment plans as well as commission/fee models so that clients can choose according to their convenience. The customer support system is well-structured with a lot of benefits. Hence, if you are looking to get a reliable PMS house with a superior return, you can choose the company without any hesitation.
Ques – What are the different charges involved with Alchemy PMS?
Answer – There are various charges involved in the Alchemy PMS. The taxes that are levied include Upfront fees, Brokerage charges, Custodian charges, Depositary charges and Exit Load Charges. The management fee is decided based on the commission model opted, the fund manager, risk, and investment amount.
Ques – Where can I find all the details about Alchemy PMS?
Answer – All the details regarding the Alchemy portfolio management services are provided on the website. To make the work feasible and flexible for our customers, we have provided the data through charts, maps and graphs. This way the customer can easily locate all the information they require easily within our website.
Invest in Alchemy PMS – Fill up the form Now!
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