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Ambit Asset Management is the prominent and leading portfolio management services offering company available in the country. In this article, we will discuss Ambit Asset Management, its strategies, investment plans, commission models, yearly returns and more.

Find out the detailed review of the Ambit Asset Management Service here:PMS Offers

Ambit Asset Management – Ratings & Review by Top10StockBroker

Ambit Asset Management 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
Star Ratings ★★★★★

Overview of Ambit Asset Management Services

Find the entire details about Ambit Asset Management in the table chart given below-

Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Ashok Wadhwa
Yr. of Establishment 1997

Ambit Capital PMS

Ambit Asset Management 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 is also known for its performance as well. The PMS company has a huge number of fund managers to handle its PMS business.

Now, we will get to know about Ambit Asset Management review, their PMS performance/ Returns and Charges as well.

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    Types of Ambit Asset Management

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    The Ambit Asset Management stock broking company offers both 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 people prefer non-discretionary PMS in which they take investment ideas from renowned and leading consultancy firms to make the best and most reliable decisions for investment.

    Ambit Asset Management Fund Managers Details

    The table given below is providing the entire details about Ambit Asset Management Fund Manager.

    Fund Manager’s Details
    Name Manish Jain (Fund Manager)
    Experience 15 Years
    Highest Qualification CFA
    AUM (in Cr.) Approx 1,700 Cr.
    Number of Clients 150+
    Investment Tenure Minimum 4 yr.

    Normally, Ambit Asset Management fund managers hold 1,700 Cr. of AUM and manage around 150+ clients. The investment tenure for clients in Ambit Asset Management is a minimum of 4 years.

    Manish Jain (Fund Manager)

    Mr Manish has work records which go back to 15 years of experience from Nomura as a lead analyst. The sectors which he covered all throughout his working tenure were FMCG, electrical durable & retail sectors. The work, he was responsible, for led him to win the No 1 analyst rank for four consecutive years.

    He was previously also associated with Lehman Brothers for 3 years, Enam Securities for 3 years, and ICICI Securities & Motilal Oswal. Education records Mr Manish are Chartered Financial Analyst and MBA in Finance from SCMHRD, PUNE.

    Trilok Agarwal (Fund Manager)

    He has over 16 years of experience in Investment and Equity research. Before joining Ambit, he worked with Dymon Asia Capital and Aditya Birla Sun life limited. (ABSLI). He was the core member of the investment team that overlooked equities over $2bn.

    In the initial phase of his career, he tracked research across various sectors Auto, Telecom, Consumer, Discretionary, chemicals, and Cement to name a few. His cross-sector exposure and eye for detail ensured his progress to becoming a fund manager quickly.

    Sushant Bhansali (CEO)

    Sushant has over 19 years of experience, 12 of which he has spent with Ambit working in different senior capacities. Before Asset Management, he led Ambit’s Principal Investment business, where he cut his teeth investing in listed equities from Ambit’s Balance Sheet.

    Sushant is a Chartered Accountant and also holds a Post-Graduate Diploma in Business Management from the Indian School of Business, Hyderabad.

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    Ambit Asset Management Strategies

    The table chart given below is providing details regarding Ambit Asset Management Service Strategies-

    Ambit Coffee Can Portfolio LARGE-CAP
    Ambit Good & Clean Midcap Portfolio MIDCAP
    Ambit Emerging Giants Portfolio SMALL CAP
    Ambit TenX Portfolio SMALL & MIDCAP

    According to the table chart given above, Ambit Asset Management Provides various PMS strategies to its clients. The company is working on Large Cap Strategy, Small-Mid Cap Strategy and Diversified Strategy. All types of investment approaches are available with them.

    Here are some effective strategies used by Ambit Asset Management-

    Ambit Coffee Can Portfolio Strategy

    Companies, which possess the ability to stand through internal, as well as external disruptions are chosen for investment, via this strategy. Such companies manage to deliver earnings growth in a tight band of 15% to 30% each year, for a decade.

    Such companies with high-quality franchises are taken into account for this strategy, as they retain the potential of delivering long-term consistent earnings growth.

    Ambit Good & Clean Midcap Portfolio Strategy

    Selected businesses for this strategy are taken on grounds of impeccable track record of clean accounting and governance, also efficient capital allocation.

    The proprietary forensic accounting framework sorts out companies with poor accounting growth, while the proprietary greatness framework is for the identification of capital allocators, with a holistic approach to consistent growth.

    As for the return expectancy, it is of risk-adjusted returns and lower portfolio drawdown as on return generation.

    Ambit Emerging Giants Portfolio Strategy

    Factors considered while making the portfolio are the companies which have market-dominating franchises. As per the fundamental terms, companies which have managed to maintain a record of clean accounting and governance and capital allocation are chosen.

    The target companies are small-cap, with a market cap of less than 2500 cr. Small companies which have high ROE, and healthy earning growth, but are still not recognized make up this portfolio. The screening used is of bottom-up due diligence.

    Ambit TenX Portfolio Strategy

    The TenX Portfolio keeps in vision the GDP of the Indian economy and has placed some highly beneficial plans for the investors. They are focused on Small-cap and mid-cap companies as they seem to have more potential.

    The plan is that as India’s GDP grows at a rapid pace, so will the investment of the clients. This portfolio has the potential to grow the earnings of the investors substantially in the 12-15 years.

    Ambit Asset Management Returns / Performance

    The table chart given below is providing the entire details regarding Ambit Asset Management Performance.

    Strategy Ambit Investment Advisors – Coffee Can Ambit Investment Advisors – Emerging Giants Ambit Investment Advisors – Good and Clean India Fund Ambit Investment Advisors – TenX Portfolio
    Return (CAGR) 1M -1.77% -0.08% -4.01% 0.38%
    3M 17.61% 21.10% 11.79% 20.51%
    6M 5.74% 8.00% -1.22% 7.82%
    1Y 1.61% 4.87% 0.56% NA
    2Y 21.40% 30.85% 21.52% NA
    3Y 15.10% 30.69% 14.77% NA
    5Y 17.88% NA 14.03% NA
    Since Inception 18.60% 16.56% 13.34% 4.84%
    Inception Year Mar 2017 Dec 2017 Mar 2015 Dec 2021

    The rate of return of Ambit Asset Management is highly impressive and healthy. The company normally can beat around 10 years of MFR ( mutual fund returns).

    The strong and healthy return rate of PMS has made Ambit Asset Management the top-notch and prominent company available in the world for PMS solutions.

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    Ambit Asset Management Investment Plans

    The table chart given below is providing the details about Ambit Asset Management 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 provided above is showing a better understanding of investment slabs of Ambit Asset Management. For investing in any PMS Company, clients must have an investment portfolio of around 25 lakhs.

    Ambit Asset Management has all kinds 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 their types for the convenience and satisfaction of the clients.

    A high investment portfolio leads to less commission payout and soothing services as well.

    Ambit Asset Management Fee Structure or Commission Slabs

    The table given below is providing the entire details about the Ambit Asset Management Service Fee Structure.

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

    Ambit Asset Management fee structure is classified into 3 types which are described below with table charts.

    Ambit Asset Management Prepaid Commission

    In the 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 fee structure of Ambit Asset Management is dependent on the whole investment value.

    With an 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 investment amounts 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 Asset Management Volume% Commission

    The volume % commission fees structure has a dependency on the total transactions 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 the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.16% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.14% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.12% of the Total Transaction Volume

    In this particular fee structure, the commission amount is 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 volumes 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 Asset Management Profit Sharing% Commission

    The profit sharing % commission is the most appropriate and suitable commission model designed for all 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 the Profit
    Profit Amount – 5L – 10L 23% of the Profit
    Profit Amount – 10L – 50L 21% of Profit
    Profit Amount – 50L Plus 19% of the Profit

    The profit sharing % commission model is the highly convenient model provided by Ambit Asset Management to its customers.

    This model has a dependency on portfolio performance. Generally, this type of commission structure is provided to Ambit Asset Management’s old clients and the high investment portfolio clients as well.

    For the investment portfolio with a 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 Asset Management Charges

    The table given below is providing the entire details about charges levied by Ambit Asset Management.

    Management Fees As per the 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 Ambit Asset Management 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 charged by the Ambit Asset Management 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 charged 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 Asset Management Benefits

    The Benefits associated with Ambit Asset Management are provided below in the table chart.

    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

    Here is the list of benefits associated with Ambit Asset Management is as follows-

    • The Ambit Asset Management broking house is good at offering the most convenient top-up facility to all its clients.
    • It also avails a 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 facilities to all its clients. Clients can make use of this facility for checking the updates of all the transactions happening in their investment accounts.
    • 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 Asset Management house has massive experience in the finance management sector.

    Ambit Asset Management Customer Care

    The table given below is providing information regarding the Customer care of Ambit Asset Management house.

    Customer Care
    Website Ambit Asset Management Website Link
    Corporate Address One Lodha Place, 21st Floor, Unit Number 2103/2104,
    Senapati Bapat Marg, Lower Parel, Mumbai – 400013
    Phone +91-22-68603252
    Email amservice@ambit.co
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support No
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 2 to 10 Times a month
    Issue Resolving TAT 13 working days

    Ambit Asset Management Customer Care is normally good at offering good support to all of its clients. Clients 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 Asset Management house does provide the most convenient relationship manager support. Usually, high-net-value clients can call 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 the Ambit Asset Management group is 13 working days.

    Ambit Asset Management Conclusion

    Ambit Asset Management is the best PMS solution-providing company available across the nation. Its flexible investment strategies have 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 investing, this can be the best option for you.

    Ambit Asset Management FAQs

    Check out the FAQs related to Ambit Asset Management:

    How can I invest with Ambit Asset Management?

    The article contains descriptions of the investment phase of Ambit Asset Management, which we established specifically for the benefit of our customers. You will find a small form that includes some mandatory fields to complete and once you fill in the fields, you will be able to make investments.

    Who is the current fund manager of Ambit Asset Management?

    The current fund managers of Ambit Asset Management are Manish Jain and Trilok Agarwal.

    What is the approx AUM of Ambit Asset Management?

    In total, the PMS Fund managers of Ambit Asset Management hold 1,700 Cr. AUM and about 300+ customers are handled. Ambit Asset Management has a minimum investment period of 3 years for its customers.

    Where can I check the return or performance of Ambit Asset Management?

    You must check our article to display all data to track the return and performance of Ambit Asset Management. Once this is done under various heads, you can find all the details. The hunt for the head is what you have to do. The results are also provided as a table to explain the results to customers.

    What are the different strategies used by Ambit Asset Management?

    It gives its customers different PMS strategies. They are available for all forms of investment approaches. Here are some successful Ambit Asset Management Strategies

    • Ambit Emerging Giants Strategy
    • Coffee Cans Strategy
    • Ambit Good & Clean India Fund Strategy

    Where to find the fee structure and commission rate of Ambit Asset Management?

    Within the article, you have been given, you can easily find the fee structure and commission rate. We make it possible to create a correctly chartered table according to the customer’s needs.

    How do call or reach Ambit Asset Management customer care?

    Normally its Customer Service is successful in providing all its customers with good support. Any form of query can be explicitly called by the client. The PMS company has also provided all its customers with strong email support and SMS support.

    What are the benefits of investing with Ambit Asset Management?

    The following is a list of benefits:

    • The brokerage company of Ambit Asset Management gives all its clients the best possible supplementary service.
    • It also provides consumers with back-office login facilities so that they can read their investment portfolio reports and data conveniently at all times.
    • The fund support company also provides all clients with easy e-mails and SMS alerts. This facility can be used by customers to track updates on all transactions on their investment accounts.
    • Flexibility in commission and investment models is also best given. It offers customer loyalty and comfort with all sorts of investment plans.
    • In the financial management market, it has a wealth of experience.

    What are the different charges involved with Ambit Asset Management?

    The following is the list of charges collected by Ambit Asset Management.

    • Management fees – The cost is usually paid as per the commission model chosen with the approval of the PMS team and the customer.
    • Upfront charges – As prepaid charges, starting charges vary from 0,9 to 1,5% of the gross value of the asset. Brokerage Charges- Essentially between 0.008% and 0.028% of the aggregate amount of transactions.
    • Custodian charges – Customer fees are paid from 0.28% to 0.38% of the overall value of the properties.
    • Depository fees – Further, deposit charges vary from 0.18% to 0.28% of the total value of the asset.
    • Exit load Charges – The charges would be 1,1 per cent to 2,1 per cent of the overall withdrawal if the withdrawal is completed within 12 months. If 1 year is posted then it is free in some cases and 0.35% of the total retirement number in other cases.

    Where can I find all the details about Ambit Asset Management?

    In the article, we have provided you with all the details on Ambit Asset Management. The customer’s profitability and expectations are taken into account. Therefore all data are given in a tabular form with a vivid definition under definitive heads

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