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Alpha Capital PMS – Review, Strategies, Returns, Charges & more

Alpha Capital PMS is well-renowned for the top-notch PMS it provides the clients. They have been a ruler in the chart of the top stock houses of the country, and have best in class professionals to guide their PMS.

This article will give you comprehensive details about Alpha Capital Portfolio Management Services provided by the company, along with its strategies, commissions, and annual returns.PMS Offer


Alpha Capital PMS – Customer Ratings & Review

Find Client ratings of Alpha Capital Portfolio Management Services –

Ratings
Returns Performance3.9 / 5
Services3.8 / 5
Charges3.8 / 5
Experience3.9 / 5
Strategies4.0 / 5
Client Support3.7 / 5
Overall Ratings3.9 / 5
Star Ratings★★★★★

Overview of Alpha Capital Portfolio Management Services

Find a detailed overview of the Alpha Capital portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipVivek Anand PS
Yr. of Establishment2015

Alpha Capital is a privately-owned company situated in Mumbai, Maharashtra. The company commenced its services in 2015 and has been providing unparallel support to all the clients. Under the leadership of Mr. Vivek Anand PS, the company has touched new heights and aims to achieve higher.

The company provides many other services apart from PMS but has grabbed the limelight with its brilliant PMS. Headquartered in Mumbai, the broking house has gained immense popularity in a short span of time.

Now, we will have a discussion about Alpha Capital portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Alpha Capital PMS

There are 2 types of Alpha Capital Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

The clients can choose between the above two types of services provided by the broking house. Discretionary is mostly chosen by clients as the highly-qualified experts in the company minutely follow its trends, but many also go by the latter.


Alpha Capital PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Alpha Capital PMS company.

Fund Manager’s Details
NameNikhil Vikamsey
Experience10 Yrs.
Highest QualificationCA
AUM (in Cr.)305 Cr.
Number of Clients164
Investment TenureMinimum 3 yr.

The company maintains a team of experts to monitor the PMS of its clients. However, Mr. Nikhil Vikamsey surely has an unmatchable profile.

He is holding the degree of CA, and has been showing his excellence in this field for a decade. His expertise and dedication have helped the clients benefit unconditionally.

Mr. Nikhil Vikamsey manages the profiles of 164 clients, which is a huge number. His AUM is as significant as 305 crores. The company provides a minimum of three years of investment tenure to the clients.


Know Fund Managers of Other Portfolio Management Service Companies

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Bonanza Portfolio PMSDHFL Pramerica PMSEnam Asset Management PMS

Alpha Capital PMS Strategies

The below table is providing details about the Alpha Capital portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

The broking house provides its clients with three different types of strategies, namely Large Cap Strategy, Diversified Strategy, and Small – Midcap Strategy. Now you have to decide which one to go with.

The experts in the company suggest going by the large-cap stocks as they are subjected to a minimum amount of market risk. The following will help you in understanding their strategies better.

  • Looking for stocks that can generate long term profit for the clients
  • Backing up those stocks that are sure to return a right amount
  • The experts go through the market trends thoroughly before advising the investors their perfect investment scheme

Alpha Capital PMS Returns / Performance

The below table is giving details about Alpha Capital PMS returns and performance-

Returns (CAGR)
3 Year7.9%
5 Year8.7%
7 Year9.2%
10 Year6.8%
11 Year Plus7.5%

There is nothing much to explain as the above stats tell it all. The returns yielded by the company are more than many other broker houses as well as banks. This makes the broking house even more popular amongst the clients.


Know Returns of other PMS Brands

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Nine Rivers Capital PMSPelican PMSPrabhudas Lilladher PMS
Pantomath Fund Managers PMSPhillip Capital PMSR Wadiwala Securities PMS

Alpha Capital PMS Investment Plans

Below the given table is providing details about the Alpha Capital portfolio management service 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 clients can select their convenient investment plans out of the above four. The investment plans begin with the Bronze plan where a minimum of 25 to 50 Lakhs can be spent.

For the Silver plan, an amount ranging from 50 Lakhs to 1 Crore can be invested, the Gold plan ranges between 1 to 5 Crores, and lastly, the Platinum plan places no limit starting from 5 Crores.

Alpha Capital imposes a lower amount of brokerage charge on a higher amount of investment. Therefore clients get an edge on investing in the large amount.


Alpha Capital PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Alpha Capital PMS house are as follows-

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

The company offers three types of commission slabs, Prepaid Commission, Volume% Commission, and Profit Sharing% Commission. The clients can choose after learning the details of the above three.


Alpha Capital PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L0.98% of Investment
Investment  – 50L – 1 Cr.0.93% of Investment
Investment – 1 Cr. – 5 Cr.0.83% of Investment
Investment – 5 Cr. Plus0.73% of Investment

The prepaid commission demonstrates that the commission charges should be transferred to the company in advance, that is, before the commencement of the investment period.

For an investment between 25 and 50 Lakhs, 0.98% of the investment is charged. In the investment between 50 lakhs and 1 Crore, 0.93% is to be paid, from 1 to 5 Crores, 0.83% and for 5 Crores plus, 0.73% is to be paid to the company.


Alpha Capital PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.111% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.101% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.091% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.081% of Total Transaction Volume

The volume percent commission goes by the trends of the market but mostly depends on the volume of transactions carried out by the respective fund manager of the clients.

According to the transaction volume percent commission, if your transaction volume is between 25 and 50 Lakhs, the percent of the commission is 0.111% of the total transaction volume.

For 50 Lakhs to 1 Crore of the transaction, it is 0.101%. In a transaction between 1 and 5 Crores, the charge is 0.091%. A minimum of 0.081% commission is charged on transactions above 5 Crores.


Alpha 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 – 5L22.9% of Profit
Profit Amount – 5L – 10L22.0% of Profit
Profit Amount – 10L – 50L20.5% of Profit
Profit Amount – 50L Plus18.1% of Profit

From the above table, you can clearly see that if you incur a profit between 2.5 and 5 Lakhs, the broker house charges 22.9% of the profit, it deducts 22% of the profit on amounts between 5 and 10 Lakhs.

For a benefit between 10 to 50 Lakhs, 20.5% is charged and if you earn more than 50 Lakhs, the company charges 18.1%. If you compare the above table with that of other broker houses in the country, you will find the charges are quite moderate.


Know Charges models of other Portfolio Management Service Providers

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Revelation Portfolio PMSSamvitti Capital PMSSharekhan PMS
Sageone Investment PMSSanctum Wealth PMSShepherds Hill PMS

Alpha Capital PMS Charges

The below-given table is giving information about Alpha Capital Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.50% – 0.80% of Asset Value
Brokerage Charges0.005% – 0.015% of Total Transaction Value
Custodian Charges0.15% – 0.25% of Asset Value
Depository Charges0.11% – 0.21% of Asset Value
Exit Load – within 12 months0.75% – 1.00% of Withdrawal Value
Exit Load – post 12 monthsFree

The company charges the management fees strictly as per the commission model. Upfront fees range between 0.50% and 0.80% of the asset value. 0.005% to 0.015% of the total transaction value is charged for the brokerage.

Clients are charged with 0.75% to 1% on the withdrawal value if the exit load is within 12 months, and post 12 months no charge is levied on exit load. A minimum of 0.11% to 0.21% is issued as the depository charges.


Alpha Capital PMS Benefits

Find the details about Alpha Capital PMS advantages in the table given below-

Benefits / Advantages
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

The benefits provided by the broking house to its PMS clients:

  • The company provides top-up facility so that the investors can go for an easy transaction
  • They render the back office reports to the clients for reference
  • Clients get updated over emails and SMS
  • The fund managers provide flexible investment plans and commission models to the clients

Alpha Capital PMS Customer Care

The table given below is showing a detailed view of Alpha Capital PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 9 to 11 Times a month
Issue Resolving TAT18 working days

The company is extremely cornered about its clients and therefore comes forth with all the necessary services. It provides support to the clients over phone calls and emails.

The relationship manager is also available for any consultation. Clients can reach out to their fund managers 9 to 11 times a month over a phone call for any support. They will resolve all your queries and give the best assistance.


Alpha Capital PMS Conclusion

If you are looking for a good company for managing your profile efficiently and help you see pleasant returns at the end of the year then Alpha Capital can be your one-stop solution.

The company has carved a niche with its performance and is growing up to be the most trusted one in the business.


Know everything about more PMS companies

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