Ambit Capital is the prominent and leading portfolio management services offering company available in the country. In this article, we will discuss Ambit Capital PMS, it’s strategies, investment plans, commission models, yearly returns and more.
Find out the detailed review about the Ambit Capital Portfolio Management Service here:
Ambit Capital PMS – Customer Ratings & Review
|Ambit Capital PMS Ratings|
|Returns Performance||3.1 / 5|
|Services||2.9 / 5|
|Charges||3.0 / 5|
|Experience||2.8 / 5|
|Strategies||3.0 / 5|
|Client Support||3.1 / 5|
|Overall Ratings||3.0 / 5|
Overview of Ambit Capital Portfolio Management Services
Find the entire details about Ambit Capital PMS in the table chart given below-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||1997|
Ambit Capital is the best portfolio management service solution available across India. The PMS house was founded by Ashok Wadhwa in the year 1997.
It is a private company located in Mumbai, Maharashtra and also registered under SEBI ( securities exchange board of India ).
The stockbroking company is highly known in the stock market due to its portfolio management service solution. It is a very good PMS player and also known for its performance as well. The PMS company has a huge number of fund managers to handle it’s PMS business.
Now, we will get to know about Ambit Capital review, their PMS performance/ Returns and Charges as well.
Invest in Ambit Capital PMS – Fill up the form Now!
Types of Ambit Capital PMS
|Types of PMS|
The Ambit Capital stock broking company offers both the types of portfolio management services- Discretionary and Non-Discretionary.
Usually, most people opt for discretionary PMS because the whole PMS account is handled and managed by the portfolio manager.
And some of the people prefer non-discretionary PMS in which they take investment ideas from the renowned and leading consultancy firms in order to make the best and reliable decision for investment.
Ambit Capital PMS Fund Managers Details
The table given below is providing the entire details about Ambit Capital Fund Manager.
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 1,700 Cr.|
|Number of Clients||150+|
|Investment Tenure||Minimum 3 yr.|
Generally, Ambit Capital PMS company has numerous fund managers who can effectively maintain its PMS business.
But Ritesh Gupta is the best PMS fund manager or portfolio manager who has around 12 years of experience in the financial management services and he is also qualified with CFA.
Normally, Ambit Capital PMS fund managers hold 1,700 Cr. of AUM and manage around 300+ clients. The investment tenure for clients in Ambit Capital PMS is a minimum of 3 years.
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|
Ambit Capital PMS Strategies
The table chart given below is providing details regarding Ambit Capital Portfolio Management Service Strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
According to the table chart given above, Ambit Capital Provides various PMS strategies to its clients. The company is working on Large Cap Strategy, Small-Mid Cap Strategy and Diversified Strategy. All the types of investment approaches are available with them.
Here are some effective strategies used by Ambit Capital PMS-
Ambit Capital Good & Clean Strategy
Ambit Capital Good & Clean Strategy do provide a long equity exposure to the Indian companies that holds an ideal track record of accounting and governance and systematic capital allocation as well.
The PMS house forensic accounting proprietary structure assists to weed out companies with the very poor quality of accountancy.
On the other hand their proprietary “greatness” structure assist to identify effective capital allocation with a total holistic strategy to the consistent growth.
Ambit Capital Process Oriented Approach to Investing
This strategy type normally starts from the largest 500 companies in India.
Ambit Capital proprietary structure is used for assessing the quality of accounting and the effectiveness of capital allocation that normally assists to limit down the investible sphere to a smaller subdivision.
This smaller subdivision is than assessed on bottom-up structures in order to design a concentrated investment portfolio of around 15-16 industries at any time.
Ambit Capital Long Term Horizon and Low Churn
On holding perspectives for the investee industries are 3 to 5 years and also longer with yearly churn not overreaching 15 to 20% annually.
The orientation for a long time period normally means investing in industries which have a possibility to acceptable compound earnings and these compound earnings will surely act as a prime driver of portfolio investment returns for the long time period.
Ambit Capital Low Draw-downs Strategy
Low draw-downs strategy of Ambit Capital PMS normally focus on well capital allocation, clean accounting and governance and organised earnings intensifying enable to participate in the generation of long-term returns while also assure about the low draw-downs in the intervals of equity market declines.
Ambit Capital PMS Returns / Performance
The table chart given below is providing the entire details regarding Ambit Capital PMS Performance.
|11 Year Plus||12.5%|
The rate of return of Ambit Capital PMS is highly impressive and healthy. The company normally has the capability to beat around 10 years of MFR ( mutual fund returns).
Ambit Capital PMS performance for 3 years is 7%, for 5 years is 11.0%, for 7 years is 9.5%, for 10 years is 11.5% and for 11 years plus is 12.5% (CAGR).
The strong and healthy return rate of PMS has made Ambit Capital the top notch and prominent company available in the world for PMS solution.
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|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
Ambit Capital PMS Investment Plans
The table chart given below is providing the details about Ambit Capital PMS investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The table provided above is showing a better understanding of investment slabs of Ambit Capital PMS. For making an investment in any PMS Company, clients must have an investment portfolio of around 25 lakhs.
Ambit Capital PMS has all kind of investment slabs available for clients. The bronze investment slab is between the range of Rs. 25 lakh to Rs. 50 lakh.
The Silver investment plan is ranging from Rs. 59 lakh to Rs. 1 Cr. The Gold investment slab is in the range of Rs. 1 Cr. to Rs. 5 Cr. And above Rs. 5 Cr. of investment portfolio there is a platinum investment plan available.
As the PMS company has investment plans of all ranges, it has also designed commission models and its types for the convenience and satisfaction of the clients.
Basically, high investment portfolio leads to less commission payout and soothing services as well.
Ambit Capital PMS Fee Structure or Commission Slabs
The table given below is providing the entire details about Ambit Capital Portfolio Management Service Fee Structure.
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Ambit Capital PMS fees structure is classified into 3 types which are described below with table charts.
Ambit Capital PMS Prepaid Commission
In prepaid commission model, the management or commission charges are normally levied in advance before the actual investment tenure begins.
In this case, the commission amount is normally lower than other such commission models.
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.55% of Investment|
|Investment – 50L – 1 Cr.||1.45% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.25% of Investment|
|Investment – 5 Cr. Plus||1.05% of Investment|
The prepaid commission fees structure of Ambit Capital PMS is actually dependent on the whole investment value.
With the investment value of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be around 1.55% of the total investment amount. If the investment amount ranges from Rs. 50 lakh to Rs. 1 Cr, the commission charges will be 1.45% of the total investment amount.
With high-level of investment amount like Rs. 1Cr to Rs. 5 Cr., then the commission charges will be around 1.25% of the total investment amount. If it is over Rs. 5 Cr, then the charges are 1.05% of that investment amount.
Ambit Capital PMS Volume% Commission
The volume % commission fees structure has a dependency on the total transactions are made by the portfolio manager.
It is also dependent on market status as well as other such aspects of the investment portfolio.
This commission model normally leads to high management charges.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.17% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.16% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.14% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.12% of Total Transaction Volume|
In this particular fees structure, the commission amount is totally dependent on the market situation and the loyalty of the fund manager as well.
If the annual transaction value is Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 0.17% of the total transaction volume. If it is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges are around 0.16% of the total transaction value.
With high transaction volume like- Rs. 1 Cr. to Rs. 5 Cr., the commission charges will be around 0.14% of the total transaction volume. If it is more than Rs. 5 Cr, the commission charges will be 0.12% of the total transaction volume.
Ambit Capital PMS Profit Sharing% Commission
The profit sharing % commission is the most appropriate and suitable commission model designed for all the clients. In this, the commission charges are to be paid once the profit is received or realized.
This model is best at offering high-profit percentage and low commission payout as well.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||24% of Profit|
|Profit Amount – 5L – 10L||23% of Profit|
|Profit Amount – 10L – 50L||21% of Profit|
|Profit Amount – 50L Plus||19% of Profit|
Profit sharing % commission model is the highly convenient model provided by the Ambit Capital PMS to its customers.
This model has a dependency on portfolio performance. Generally, this type of commission structure is provided to Ambit Capital’s old clients and the high investment portfolio clients as well.
For the investment portfolio with the profit amount of Rs. 2.5 lakh to Rs. 5 lakh, the sharing of profit will be 24% of the total profit amount.
If the investment portfolio with profit value of Rs. 5 lakh to Rs. 10 lakh, the sharing of profit will be 23% of the total profit amount.
If the investment portfolio with profit is Rs. 10 lakh to Rs. 50 lakh, the sharing of profit will be 21% of the total profit. If it is more than Rs. 50 lakh then the sharing of profit will be 19% of the total profit amount.
As the PMS house has convenient commission charges for its clients, it also charges upfront fees, custodian fees, brokerage charges, exit load charges and depository charges. All these charges will be discussed below with a table chart.
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Ambit Capital PMS Charges
The table given below is providing the entire details about charges levied by the Ambit Capital.
|Management Fees||As per commission model|
|Upfront Fees||0.9% – 1.5% of Asset Value|
|Brokerage Charges||0.008% – 0.028% of Total Transaction Value|
|Custodian Charges||0.28% – 0.38% of Asset Value|
|Depository Charges||0.18% – 0.28% of Asset Value|
|Exit Load – within 12 months||1.1% – 2.1% of Withdrawal Value|
|Exit Load – post 12 months||Free or 0.35% of Withdrawal Value|
The list of charges levied by the Ambit Capital is described below-
- Management Fees- Management fees are normally levied as per the selected commission model with the agreement of the PMS team and the client.
- Upfront Fees- Upfront fees are also charges by the Ambit Capital PMS house. It is like prepaid fees, the upfront fees are charged between the range of 0.9% to 1.5% of the total asset value.
- Brokerage Charges- Brokerage fees are charges as per the total transaction volume. It is basically between the range of 0.008% to 0.028% of the total transaction volume.
- Custodian Charges- Custodian charges are also taken by the PMS house from its clients. The custodian charges are charged between the range of 0.28% to 0.38% of the total asset value.
- Depository Charges- Depository charges are also charges between the range of 0.18% to 0.28% of the total asset value.
- Exit Load Charges- If the withdrawal is done within 12 months then the charges will be 1.1% to 2.1% of the total withdrawal amount. If it takes place to post 1 year then in some cases it is free and in some cases, it is 0.35% of the total withdrawal amount.
Ambit Capital PMS Benefits
The Benefits associated with Ambit Capital are provided below in the table chart.
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Here is the list of benefits associated with Ambit Capital PMS are as follows-
- The Ambit Capital broking house is good at offering the most convenient top-up facility to all its clients.
- It also avails back office login facility for the clients so that they can easily check the reports and details regarding their investment portfolio anytime.
- The portfolio management service company also offers convenient Email and SMS update facility to all its clients. Clients can make use of this facility for checking the updates of all the transactions happening in their investment account.
- It is also best at providing flexibility in commission as well as investment models. Such as- it provides all ranges of investment plans for clients satisfaction and convenience.
- The Ambit Capital PMS house has massive experience in finance management sector.
Ambit Capital PMS Customer Care
The table given below is providing information regarding Customer care of Ambit Capital PMS house.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 2 to 10 Times a month|
|Issue Resolving TAT||13 working days|
Ambit Capital Customer Care is normally good at offering good support to all of its clients. Client’s can directly make a call for resolving any type of query. The PMS company has also offered good Email Support as well as SMS support to all its clients.
The Ambit Capital PMS house does provide the most convenient relationship manager support. Usually, high net value clients can call to their fund manager 2-10 times a month and low net value clients can call 2-5 times a month.
The issue resolving TAT for Ambit Capital PMS group is 13 working days.
Ambit Capital PMS Conclusion
Ambit Capital is the best PMS solution providing company available across the nation. It’s flexible investment strategies has given very impressive results to all its clients.
Their flexible commission models, as well as investment plans, also provide convenience and satisfaction to the clients. The support system and services are also very well structured and useful.
If you are planning to move to any PMS solution for making an investment, Ambit Capital can be the best option for you.
Invest in Ambit Capital PMS – Fill up the form Now!
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