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.
Alpha Capital PMS – Customer Ratings & Review
Find Client ratings of Alpha Capital Portfolio Management Services –
|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 Alpha Capital Portfolio Management Services
Find a detailed overview of the Alpha Capital portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Leadership||Vivek Anand PS|
|Yr. of Establishment||2015|
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.
Invest in Alpha Capital PMS – Fill up the form Now!
Types of Alpha Capital PMS
There are 2 types of Alpha Capital Portfolio Management Services –
|Types of PMS|
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|
|AUM (in Cr.)||305 Cr.|
|Number of Clients||164|
|Investment Tenure||Minimum 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
|Banyan Tree Advisors PMS||Care Portfolio PMS||Edelweiss PMS|
|Bellwether Capital PMS||Centrum PMS||Emkay Investment PMS|
|Bonanza Portfolio PMS||DHFL Pramerica PMS||Enam Asset Management PMS|
Alpha Capital PMS Strategies
The below table is providing details about the Alpha Capital portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
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-
|11 Year Plus||7.5%|
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.
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|Pantomath Fund Managers PMS||Phillip Capital PMS||R Wadiwala Securities PMS|
Alpha Capital PMS Investment Plans
Below the given table is providing details about the Alpha 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|
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|
|Profit Sharing% Commission||Yes|
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 – 50L||0.98% of Investment|
|Investment – 50L – 1 Cr.||0.93% of Investment|
|Investment – 1 Cr. – 5 Cr.||0.83% of Investment|
|Investment – 5 Cr. Plus||0.73% 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 – 50L||0.111% 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. Plus||0.081% 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 – 5L||22.9% of Profit|
|Profit Amount – 5L – 10L||22.0% of Profit|
|Profit Amount – 10L – 50L||20.5% of Profit|
|Profit Amount – 50L Plus||18.1% 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 PMS||Samvitti Capital PMS||Sharekhan PMS|
|Sageone Investment PMS||Sanctum Wealth PMS||Shepherds Hill PMS|
Alpha Capital PMS Charges
The below-given table is giving information about Alpha Capital Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.50% – 0.80% of Asset Value|
|Brokerage Charges||0.005% – 0.015% of Total Transaction Value|
|Custodian Charges||0.15% – 0.25% of Asset Value|
|Depository Charges||0.11% – 0.21% of Asset Value|
|Exit Load – within 12 months||0.75% – 1.00% of Withdrawal Value|
|Exit Load – post 12 months||Free|
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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
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.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 9 to 11 Times a month|
|Issue Resolving TAT||18 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.
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Invest in Alpha Capital PMS – Fill up the form Now!
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