Allegro Capital PMS – Review, Strategies, Returns, Charges & more
Allegro Capital PMS is a renowned investment bank which has a core belief of maintaining long term relationships with the clients that will go beyond just transactions.
Allegro Capital offers the most reliable and best chosen Portfolio Management services with having a single-minded focus of serving the clients better.
This article will provide a proper guidance regarding the Allegro Capital Portfolio Management Services, its yearly returns, investment plans, strategies, commission models, benefits, and much more.
Allegro Capital PMS – Customer Ratings & Review
Find Client ratings of Allegro Capital Portfolio Management Services –
|Returns Performance||3.6 / 5|
|Services||3.7 / 5|
|Charges||3.3 / 5|
|Experience||3.6 / 5|
|Strategies||3.5 / 5|
|Client Support||3.4 / 5|
|Overall Ratings||3.5 / 5|
Overview of Allegro Capital Portfolio Management Services
Find a detailed overview of the Allegro Capital portfolio management service in the table given below-
|Registered Location||Bangalore, Karnataka|
|Yr. of Establishment||2002|
Allegro Capital PMS had been considered to be the largest PMS players and also been known for their Portfolio management Service performance. This is a private based company which was founded by Kunal Kashyap in the year 2002.
The Company headquartered in Bangalore, Karnataka offers the clients global reach with going for partnerships with investment banks like The Mountain Capital Group in China and Petsky Prunier in the US.
Now, we will have a discussion about Allegro Capital portfolio management service company review, its PMS returns, PMS charges and more.
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Types of Allegro Capital PMS
There are 2 types of Allegro Capital Portfolio Management Services –
|Types of PMS|
Both Discretionary PMS and Non-discretionary is available in the Allegro Capital PMS for the clients.
Generally, most of clients choose for discretionary PMS where the PMS account is wholly managed and handled by the portfolio managers solely.
But there are some clients who prefers for non-discretionary PMS, as they feel like getting advises from some top-notch consultancy before making investments in a company.
Allegro Capital PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Allegro Capital PMS company.
|Fund Manager’s Details|
|AUM (in Cr.)||176 Cr.|
|Number of Clients||180|
As per the Allegro Capital PMS Fund Managers, the PMS broking house has a wide list of fund managers who manages the Portfolio Management Services model.
However, Ashi Anand is someone who is highly experienced and qualified fund manager who happens to have a deep knowledge regarding portfolio management services.
He has 15 years of experience and is qualified with an MBA. He is capable enough to manage portfolio of 180 clients.
Generally, it has been seen that the portfolio managers of the broking house PMS solutions holds AUM of Rs.176 crore. For any client in the broking house, the investment tenure is between 3 and 4 years.
Know Fund Managers of Other Portfolio Management Service Companies
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|Aditya Birla PMS||Anand Rathi PMS||Avendus Wealth PMS|
|Alchemy PMS||Anvil Wealth PMS||Axis PMS|
Allegro Capital PMS Strategies
The below table is providing details about the Allegro Capital portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
The broking house contains various types of approaches or strategies to get the best results. The Allegro Capital PMS strategies generally works on large-cap strategy, diversified strategy and small-mid cap strategy.
Here are some strategies applied by Allegro Capital PMS-
Managed Account Services Strategy
The managed-products that are provided by Allegro are exclusively distributed by the company’s private banking team. The solution that is offered by the broking house is exclusively tailor-made and they are used for specific needs of the clients.
Research Services Strategy
Allegro Capital PMS has specialized, focused and centralized team who cover all the primary and secondary research of the Indian capital market.
The centralized team of the company provides its expertise and supports on discretionary fund management and also in the retail wealth advisory vertical.
Under research services, the company uses strategy while providing top down elements in Global and Local economics like Investment, Monetary, Sectoral and Market indicators.
The strategy of the company includes qualitative analysis in Economic environment, Market levels, and Relative valuation models.
Quantitative methods include Index earnings valuation, Portfolio attribution analysis and Mean-variance portfolio construction.
Under research services also comes rigorous stock selections which covers more than 150 stocks, Fundamental analysis and Detailed valuation models.
Allegro Capital PMS Returns / Performance
The below table is giving details about Allegro Capital PMS returns and performance-
|11 Year Plus||9.5%|
Numerous clients are satisfied with the robust nature of the Allegro Capital PMS Return. Normally, the PMS house has capability for beating around 10 years of mutual fund returns.
The Allegro Capital returns 10.3% for initial 3 years, 10.5% for 5 years, 11.5% for 7 year. The company provides 9.8% for a complete 10 year whereas with more than 11 years, the return performance of the broker house becomes 9.5%.
It is after all the healthy and satisfying return rate that makes Allegro Capital the most leading broking company available around country.
Know Returns of other PMS Brands
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|Elite Wealth PMS||Equirus Securities PMS||Ghalla Bhansali PMS|
|Elixir Equities PMS||Estee Advisors PMS||Harmoney Wealth Advisory PMS|
Allegro Capital PMS Investment Plans
Below the given table is providing details about the Allegro Capital portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
All kinds of investment plans are found in Allegro Capital house for clients like Bronze plan, Gold plan, Silver plan and platinum plan. A minimum amount of Rs 25 lakh is mandatory to invest which is required by the portfolio management service.
The Allegro Capital PMS plan are available at all ranges in the company. The Bronze investment plan consists of Rs 25 lakh and 50 lakh.
The silver Investment plan ranges from Rs 50 lakh to 1 crore. The higher investment plan consisting of Gold Plan ranges between 1 crore and 5 crore whereas Platinum Investment Plan can be used by the clients who choose to invest more than 5 crore.
Allegro Capital PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Allegro Capital PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
According to the Allegro Capital PMS Commission, there are 3 types of commission models or fees structure offered by Allegro PMS house which are Prepaid Commission, Volume% Commission and Profit Sharing% commission.
Allegro Capital PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.18% of Investment|
|Investment – 50L – 1 Cr.||1.08% of Investment|
|Investment – 1 Cr. – 5 Cr.||0.98% of Investment|
|Investment – 5 Cr. Plus||0.88% of Investment|
Under the Allegro Capital Portfolio Management Services Prepaid Commission model, the commission charges or fees are levied in advance before the tenure starts.
Since it is a prepaid fees structure thus there will be low charges and its structure is wholly depended on portfolio investment volume.
When the investment value ranges between Rs.25 lakh and Rs.50 lakh, the prepaid commission is 1.18% of total investment, if the investment lies somewhere between Rs.50 lakh and Rs.1 crore, then the prepaid commission becomes 1.08% of total investment.
The high investment amount staying between Rs.1 crore and Rs.5 crore, the prepaid commission is 0.98% of investment whereas with investment more than 5 crore, the prepaid commission will be charged 0.88% of total investment.
Allegro Capital PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.123% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.113% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.103% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.088% of Total Transaction Volume|
The Allegro Capital Portfolio Management Services Volume% Commission model is absolutely depended on the transaction that is made by the fund manager or portfolio. On the other hand, the loyalty of fund manager and market status has a big hand with the commission charges.
When the transaction volume ranges between Rs.25 lakh and Rs.50 lakh, the commission charges that is required to be charged is 0.123% of total transaction volume, the transaction volume between Rs.50 lakh and 1 crore has commission charges of 0.113% of total transaction volume.
When the transaction volume stays between Rs.1 crore and Rs.5 crore, the commission charges that is needed to be charge is 0.103% of total transaction volume whereas with transaction more than Rs.5 crore, the commission charge is 0.088% of total transaction volume.
Allegro Capital 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||21.8% of Profit|
|Profit Amount – 5L – 10L||20.8% of Profit|
|Profit Amount – 10L – 50L||18.5% of Profit|
|Profit Amount – 50L Plus||15.8% of Profit|
Allegro Capital PMS Profit Sharing Commission tends to be the most satisfactory and convenient commission model for the clients and this model is totally depended on the investment portfolio performance.
Allegro Capital PMS has investment portfolio that have profit range between Rs.2.5 lakh and Rs.5 lakh, the share becomes 21.8% of total profit.
The profit amount ranging between Rs.5 lakh and Rs.10 lakh, the profit sharing is 20.8% of total profit. With huge investment portfolios like Rs.10 lakh to Rs.50 lakh, the sharing is 18.5% of profit whereas profit amount more than Rs.50 lakh, the profit sharing is 15.8% of total profit.
Know Charges models of other Portfolio Management Service Providers
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|Impetus Wealth Management PMS||Janak Merchant PMS||Karma Capital Advisors PMS|
|Indianivesh PMS||Jeetay Investments PMS||KB Capital PMS|
Allegro Capital PMS Charges
The below-given table is giving information about Allegro Capital Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.75% – 0.95% of Asset Value|
|Brokerage Charges||0.007% – 0.018% of Total Transaction Value|
|Custodian Charges||0.16% – 0.27% of Asset Value|
|Depository Charges||0.16% – 0.35% of Asset Value|
|Exit Load – within 12 months||0.81% – 1.01% of Withdrawal Value|
|Exit Load – post 12 months||Free|
The company has following Allegro Capital PMS charges-
Management Fees- The management charges are generally levied as per the commission structure that is agreed between the PMS team and the client.
Upfront Fees- The upfront fees that are levied by the stockbroking house acts as a prepaid charge. The client requires paying an upfront fees ranging between 0.75% and 0.95% of asset Value.
Brokerage Charges- Company have brokerage charges that ranges between 0.007% and 0.0185 of total transaction value.
Custodian Charges- Custodian charges levied by the PMS house typically ranges between 0.16% and 0.27% of Asset value.
Depository Charges- the clients will require to pay a depository amount ranging between 0.16% and 0.35% of Asset value.
Exit Load- When the clients withdraws money before the withdrawal duration that is within 12 month, an exit load ranging between 0.81% and 1.01% of withdrawal value will be levied upon them. However, withdrawing after 12 months is absolutely free.
Allegro Capital PMS Benefits
Find the details about Allegro Capital PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Here is the entire list of Allegro Capital PMS benefit provided by the broking house-
- The Allegro Capital PMS for all of its existing clients offers a good Top-up facility.
- The back office login facility is open for the clients to check all details and reports regarding their investment portfolio.
- The clients can have all the updates about the transactions happening in their portfolio account through SMS and Email update facility offered by the company.
- The Allegro Capital PMS is extremely good with providing flexibility in both commission model and investment plans to all the clients.
- The company has a massive experience in PMS sector.
Allegro Capital PMS Customer Care
The table given below is showing a detailed view of Allegro Capital PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 6 to 7 Times a month|
|Issue Resolving TAT||18 working days|
In terms of Allegro Capital Portfolio Management Services Customer Care or client support, the allegro Capital PMS is the best. The client support includes direct call support through which any kind of issues can be resolved.
Plus, Email support is also provided by the company to the clients for huge satisfaction. The Allegro Capital PMS also offer relationship manager support to all of its clients.
Generally speaking, the clients with huge investment portfolio can call their fund managers 6-7 times a month. It takes 18 working days for issue resolving TAT.
Allegro Capital PMS Conclusion
Allegro Capital is the top notch PMS solution offering strategies which assist clients to gain robust returns. As Allegro Capital PMS Conclusion, the support system provided by the company is very useful and well structured.
When looking forward to start PMS solution, Allegro Capital PMS should remain at the top of the search list.
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