Alfaccurate Advisors PMS – Review, Strategies, Returns, Charges & more

Alfaccurate Advisors PMS is one of the leading portfolio management service companies available across India.

In this content, we will discuss the detailed review of Alfaccurate Advisors PMS, its Commission Models, its Strategies, its Investment Plans, it’s Returns, Benefits and more.

Find out the detailed review of Alfaccurate Advisors Portfolio Management Service here –


Alfaccurate Advisors PMS – Customer Ratings & Review

Alfaccurate Advisors PMS Ratings
Returns Performance 2.8 / 5
Services 2.7 / 5
Charges 2.9 / 5
Experience 2.5 / 5
Strategies 2.7 / 5
Client Support 2.8 / 5
Overall Ratings 2.7 / 5
Star Ratings ★★★★★

Overview of Alfaccurate Advisors Portfolio Management Services

Find a detailed overview of Alfaccurate Advisors Portfolio Management Service Company in the table given below-

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Rajesh Kothari
Yr. of Establishment 2015

Alfaccurate Advisors PMS

Alfaccurate Advisors is considered as the renowned and the most popular PMS service providing company across the country. The broking house was established by Mr Rajesh Kothari in 2015.

It is a private based company approved by Securities Exchange Board of India (SEBI) and also its headquarters are located in Mumbai, Maharashtra.

The company offers satisfactory portfolio management services all over the country. It is actually known for its PMS model. They are one of the biggest PMS players, holding a huge list of fund managers who look after their PMS business.

Now, the Alfaccurate Advisors PMS review, charges, returns and many more things will be discussed below with table charts.


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Types of Alfaccurate Advisors PMS

The table chart given below is providing the entire details regarding Alfaccurate Advisors PMS types.

Types of PMS
Discretionary Yes
Non-Discretionary Yes

Alfaccurate Advisors company normally offers both the types of PMS services ( Discretionary and Non-Discretionary ) to all of its clients.

Most clients prefer to have discretionary PMS because of the investment account is totally managed and handled by the Alfaccurate Advisors fund managers.

While some of the clients choose to consult from any consultancy regarding the investment in a way to make a final investment decision.


Alfaccurate Advisors PMS Fund Managers Details

Find out the details of Alfaccurate Advisors Fund Manager details in the table chart given below-

Fund Manager’s Details
Name Rajesh Kothari
Experience 20 Years
Highest Qualification MBA
AUM (in Cr.) Approx 100 Cr.
Number of Clients 80+
Investment Tenure Minimum 3 yr.

Alfaccurate Advisors PMS is a top-notch company registered under SEBI. The company has very prolific and experienced fund manager Mr Rajesh Kothari who look after its PMS business effectively.

He is holding around 20 years of experience in the Asset Management sector and qualified with Management of Business Administration.

Mr Rajesh Kothari is the senior fund manager of Alfaccurate Advisors PMS company. He normally holds minimum AUM of Rs. 100 Cr. and handles around 80+ clients.

The minimum investment tenure for any investor in Alfaccurate Advisors PMS is 3 years.


Know Fund Managers of Other Portfolio Management Service Companies

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Alfaccurate Advisors PMS Strategies

The table provided below is showing the details regarding Alfaccurate Advisors PMS strategies.

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

According to the above-given table, Alfaccurate Advisors provide all types of PMS strategies to its clients for convenience. They are basically working on large-cap strategy, small-mid cap strategy and diversified strategy.

The main PMS strategy used by the Alfacurrate Advisors PMS company is given below-

AAA INDIA OPP- Multi Cap

AAA India Opp is the well diversified PMS strategy which focus on investing in the top companies successfully listed in stock market.

Normally, the strategy is used to invest in business with combination of value stocks and high growth stocks as well.

The company normally works extremely hard in order to build robust system that will bring their actual strategic commitment to safeguard the investors investment value and also offer them a strong advice that assists them to create healthy earnings.

With this approach, company work in the position or reliable advisor and counselor concerning client goals related to their funds or investment value.


Alfaccurate Advisors PMS Returns / Performance

The table given below is providing the details regarding Alfaccurate Advisors PMS Returns-

Returns (CAGR)
3 Year 7.5%
5 Year 9.5%
7 Year 10.5%
10 Year 6.5%
11 Year Plus 9.5%

The return rate of Alfaccurate Advisors PMS is really impressive. The PMS house is capable of beating ten years of MFR.

Alfaccurate Advisors Returns for 3 years is 7.5%, for 5 years is 9.5%, for 7 years is 10.5%, for 10 years is 6.5% and for 11 plus years is 9.5% CAGR.

The healthy and strong rate of return normally makes Alfaccurate Advisors one of renowned PMS companies across India


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Alfaccurate Advisors PMS Investment Plans

The table given below is providing entire details regarding Alfaccurate Advisors PMS investment plans.

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

The table given above is giving a better understanding regarding Alfaccurate Advisors investment slabs available for its customers. However, the minimum value of Rs. 25 lakh is required to invest in Alfaccurate Advisors PMS house.

Alfaccurate Advisors PMS has all kinds of investment slabs available for their clients. It has customized bronze investment slab ranging from Rs. 25 lakh to Rs. 50 lakh.

The silver investment slab ranges from Rs. 50 lakh to Rs. 1 Cr. The Gold investment plan is between the range of Rs. 1Cr. to Rs. 5 Cr. And platinum investment slab is available for the investment plan of more than Rs. 5 Cr.

Since the Alfaccurate Advisors PMS company has customized flexible investment plans, it has also designed various commission models. Moreover, high investment amount leads to a low commission as well as elite services.


Alfaccurate Advisors PMS Fee Structure or Commission Slabs

The table given below is providing the entire details regarding the commission models of Alfaccurate Advisors PMS.

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

Alfaccurate Advisors PMS house has customised commission models in three different parts.


Alfaccurate Advisors PMS Prepaid Commission

In prepaid commission model, the management charges are levied in advance earlier the actual investment period starts. Since it is a prepaid fees structure, the commission payout is normally lesser than other such commission models.

Prepaid Commission (Yearly)
Investment – 25L – 50L 1% of Investment
Investment  – 50L – 1 Cr. 0.9% of Investment
Investment – 1 Cr. – 5 Cr. 0.7% of Investment
Investment – 5 Cr. Plus 0.5% of Investment

The prepaid fees structure of Alfaccurate Advisors PMS has a total dependency on investment portfolio amount.

With an investment rate of Rs. 25 lakh to Rs. 50 lakh, the commission amount is 1% of the total investment amount. If the investment amount is between the range of Rs. 50 lakh to Rs. 1 Cr., the management fees is 0.9% of the total investment amount.

With huge investment amount of Rs. 1 Cr. to Rs. 5 Cr., the commission charges are 0.7% of the total investment amount. And more than Rs 5 Cr. of investment amount, the commission charges are 0.5% of the total investment amount.


Alfaccurate Advisors PMS Volume% Commission

This type of commission model has a total dependency on the whole number of investment transactions done by the portfolio manager. It is dependent on the stock market status and some other aspects of the portfolio amount.

Volume % commission model approaches clients towards high commission payout.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.1% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.09% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.07% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.05% of Total Transaction Volume

In this fees structure, the commission payout is dependent on the loyalty of fund manager and market status as well.

With the transaction volume of Rs. 25 lakh to Rs. 59 lakh, the commission charges will be 0.1% of the total transaction volume. If the transaction volume is Rs. 50 lakh to Rs. 1 Cr., the commission payout will be 0.09% of the total transaction volume.

With high transaction volume like- Rs. 1 Cr.- Rs. 5 Cr., the commission payout will be 0.07% of the total transaction volume. For more than Rs. 5 Cr. of transaction volume, the commission payout is 0.05% of the total transaction volume.


Alfaccurate Advisors PMS Profit Sharing% Commission

Profit sharing % commission model is normally known as the most suitable fees structure designed for the Alfaccurate Advisors PMS clients.

In this model, the commission charges are to be paid only when the profit is realised. This model leads to low risk and high-profit percentage.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 20% of Profit
Profit Amount – 5L – 10L 19% of Profit
Profit Amount – 10L – 50L 17% of Profit
Profit Amount – 50L Plus 15% of Profit

Profit sharing fees structure is the fitting and suitable model available for all the clients. It is totally dependent on portfolio performance.

Normally, this type of commission model is provided to clients with a huge amount of investment portfolio and the clients who are with the PMS house for around 3 years.

The investment portfolio with a profit amount of Rs. 2.5L- Rs. 5L, the commission charges will be 20% of the total profit amount.

If the investment portfolio with profit amount ranging from Rs. 5 lakh to Rs. 10 lakh, the commission charges will be around 19% of the total profit amount.

With a huge profit of investment portfolio ranging from Rs. 10 lakh to Rs. 50 lakh, the profit sharing is 17% of the total profit amount.

For more than Rs. 50 lakh of profit on the investment portfolio, the commission charges will be around 15% of the total profit amount.

As the PMS company has designed suitable commission plans for all of its clients, the company also impose some other necessary charges including- upfront charges, custodian charges, brokerage charges, depository charges and exit load charges. All these charges will be discussed with table charts below.


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Alfaccurate Advisors PMS Charges

The table given below is providing the details regarding Alfaccurate Advisors Portfolio Management Service charges.

Charges
Management Fees As per commission model
Upfront Fees 0.5% – 0.8% of Asset Value
Brokerage Charges 0.005% – 0.02% of Total Transaction Value
Custodian Charges 0.1% – 0.3% of Asset Value
Depository Charges 0.1% – 0.1.5% of Asset Value
Exit Load – within 12 months 0.7% – 1.2% of Withdrawal Value
Exit Load – post 12 months Free

The complete list of charges levied by the Alfaccurate Advisors PMS company is given below-

  • Management Fees- the management fees are usually levied by the company as per the commission structure opted by the investor and PMS group as well.
  • Upfront Charges- Upfront charges are levied on the basis of the total asset value. The upfront charges are like prepaid value. Such kind of charges is levied between the range of 0.5% to 0.8% of the total asset value.
  • Brokerage Charges- Brokerage charges are levied as per the total transaction volume. These charges ranges from 0.005% to 0.02% of the total transaction amount.
  • Custodian Charges- Custodian charges are also levied by the PMS group. It is actually between the range of 0.1% to 0.3% of the total asset value.
  • Depository Charges- Depository charges are levied between the range of 0.1% to 0.1.5% of the total asset value.
  • Exit Load Charges- Exit load charges are normally charged on the basis of withdrawal amount and withdrawal time duration as well. If the withdrawal is done within an year then the commission charges will be around 0.1% to 2% of the total withdrawal amount. If it is done after 1 year then no commission charges will be charged.

Alfaccurate Advisors PMS Benefits

The table given below is showing the entire details of Alfaccurate Advisors PMS benefits.

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 list of benefits offered by Alfaccurate Advisors PMS Company is given below-

  • The Alfaccurate Advisors PMS house normally offers the suitable top-up facility to all its existing clients.
  • The PMS company also provide back office login support to the clients so they can have a check regarding their investment reports, transactions and detailed review of the same for the satisfaction.
  • The company provide SMS update as well as Email update facility also to the clients. With this facility, clients can get updates regarding the transactions happening in their investment portfolio account.
  • The PMS company is also very good at providing flexibility and convenience in commission models and investment plans as well.
  • The Alfaccurate Advisors PMS company also has massive experience in the field of financial management sector.

Alfaccurate Advisors PMS Customer Care

The table chart given below is showing the details related to the Alfaccurate Advisors 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 – 5 to 10 Times a month
Issue Resolving TAT 12 working days

Alfaccurate advisors PMS company provide extremely better support to all of their clients. They enable clients to call them directly regarding any type of query or issue. The company is also good at providing Email as well as Whatsapp support to the clients for betterment and satisfaction.

The company also offers proper Relationship Manager Support to all the investors. Client’s can call to their fund manager maximum 10 times a month if they hold a huge investment portfolio. If the clients holding low investment portfolio then they can call to their fund manager 5-6 times in a month.

The issue resolving TAT for any client in Alfaccurate Advisors PMS company is minimum  of 12 working days.


Alfaccurate Advisors PMS Conclusion

Alfaccurate Advisors is the renowned and leading PMS solution available across India. They are working on a wide range of PMS strategies or approaches that have provided very good results to their clients.

The company also provide convenience and flexibility in commission as well as investment slabs. Their extremely useful and well-structured services and support system has supported clients a lot.

If you’re interested, to begin with, any PMS solution then choosing Alfaccurate Advisors can be the best for you.


Invest in Alfaccurate Advisors PMS – Fill up the form Now!

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


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