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Anand Rathi PMS is a reputed financial service provider from India. They have been serving for over a decade. And, their services include wealth management, corporate finance & advisory, brokerage and more.

We’ll stick to Anand Rathi Portfolio Management Services for this article. We’ll lay down a detailed review for the same. And the review will constitute of the following:-

  • Fundamentals about the company. This part will include the details of their founder. And, we’ll mention their year and place of foundation.
  • Details about the types of PMS they have to offer.
  • Insight into the efficiency and experience of their fund managers.
  • Description of the different strategies they implement.
  • Information on the return volumes you may expect from them.
  • Detailed information on the investment plans they offer.
  • Detailed commission structure follows the description of their volume% commission rates.
  • Description About their profit-sharing commission rates.
  • Insight into their charges related to PMS.
  • Key benefits of investing with them.
  • In-depth insight into their customer care.
  • And, a conclusion to the entire article.

PMS Offers

Anand Rathi PMS – Ratings & Review by Top10StockBroker

Find ratings of Anand Rathi Portfolio Management Services –

Returns Performance 3.3 / 5
Services 3.4 / 5
Charges 3.3 / 5
Experience 3.4 / 5
Strategies 3.2 / 5
Client Support 3.0 / 5
Overall Ratings 3.2 / 5
Star Ratings ★★★★★

Overview of Anand Rathi Portfolio Management Services

Find a detailed overview of the Anand Rathi portfolio management service in the table given below-

Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Mr Anand Rathi
Yr. of Establishment 1994

Anand Rathi has been active for the last 25 years. They were initiated in Mumbai, Maharashtra in the year 1994. And, the credit for their existence goes to their founder Mr Anand Rathi.

The company has witnessed enormous success in the last 25 years. They even commence business outside India in countries like Dubai. As of today, they’re present across 1,200 locations.

They even have over 2,500 employees. And, this helps them to cater for their clients with versatile financial services.

Now, we will discuss Anand Rathi’s portfolio management service company review, its PMS returns, PMS charges and more.

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    Types of Anand Rathi PMS

    There are 2 types of Anand Rathi Portfolio Management Services –

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    Anand Rathi PMS has both, Discretionary and Non-Discretionary PMS. The former allows independent management of the client’s funds. And, the alterations are made as per the need of the hour.

    The latter seek their permission for fund management post advisory.

    Anand Rathi PMS Fund Managers Details

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

    Fund Manager’s Details
    Name Mayur Shah (Assistant Vice President)
    Experience 16 yrs.
    Highest Qualification CFP
    AUM (in Cr.) Approx 1400 cr
    Number of Clients 1500+
    Investment Tenure Minimum 4 yr.

    Mayur Shah (Assistant Vice President)

    The academic record of Mr Mayur Shah is MBA in Finance and CFP. Speaking in context with career and experience, it goes up to 16 years in domains of Investment advisory, Product Development and Portfolio Management.

    Being the assistant vice president, he is responsible for the PMSs run at Anand Rathi. The first company on record of his experience is Kotak Securities Ltd dated back to the year 2005. He shifted to the Anand Rathi Group from the prior 13 years and has contributed to both PMS and PCG domains.

    Excellence which speaks of his hefty expertise is MNC funds which he helped manage were ranked among the top 3 PMSbased onf1-years of performance, as in the Economic Times.

    And at present, he manages assets worth 1,400 cr. He requires a minimum investment tenure of 4 years to engage with a client.

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    Anand Rathi PMS Strategies

    The below table is providing details about the Anand Rathi portfolio management service strategies-

    Anand Rathi – Decennium Opportunity MULTI CAP
    Anand Rathi – Impress PMS MULTI CAP
    Anand Rathi – MNC PMS THEMATIC

    The table above describes 3 strategies. However, there are 3 other Anand Rathi PMS Strategies to consider:-

    Anand Rathi – Decennium Opportunity

    A multi-cap fund aimed at enhancing the portfolio’s worth with diversification and strengthening the profitability axis. Here, the investment approach is for the long term, generally for a decade.

    Formed 15-20 stocks of different companies, which will play for the sake of the investors’ wealth creation objectives over the period of time.

    By putting the funds into multi-cap, the pool is expected to offer optimum returns to the investor.

    Impress Portfolio

    Impress Portfolio has been managed since May 2017. It’s a discretionary type of PMS. And, it balances between value and growth-oriented results.

    It spreads the fund across multiple small, mid and large-cap portfolios. It’s a long-term investment portfolio altered as per market conditions.

    MNC Portfolio

    MNC portfolio is another discretionary PMS managed since April 2018. As the name suggests, this investsinnMNCss in India. And, it generates consistent returns through risk moderation.

    This investsinnMNCss in India with 50% or more foreign shareholding. We’re referring to well-diversified long-term investments. Investments are made across large and mid/small cap portfolios.

    Anand Rathi PMS Returns / Performance

    The below table is giving details about Anand Rathi PMS returns and performance-

    Strategy Anand Rathi – Decennium Opportunity Anand Rathi – Impress PMS Anand Rathi – MNC PMS
    Return (CAGR) 1M 1.70% 0.63% -1.80%
    3M 18.10% 17.68% 12.27%
    6M 4.50% 3.82% 8.99%
    1Y NA 3.82% 4.40%
    2Y NA 31.44% 22.49%
    3Y NA 29.23% 18.61%
    5Y NA 11.93% NA
    Since Inception 5.10% 11.29% 13.20%
    Inception Year Nov 2021 May 2017 Mar 2018

    All of Anand Rathi’s PMS Returns have been listed in the above table. You can see the CAGR (Compound Annual Growth Rate) with ease.

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    Anand Rathi PMS Investment Plans

    The given table is providing details about the Anand Rathi 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

    There are four different categories of Anand Rathis’ PMS Plans. They start with the bronze category which requires an investment of 25 – 50 L. The next category in line is Silver.

    This caters to clients with an investment capacity of 50 L – 1 cr. Thir,d in line is the Gold category with a required investment of 1 – 5 cr. And, at last,t comes the Platinum category. This only caters to clients with over 5 cr. investment capacity.

    Anand Rathi PMS Fee Structure or Commission Slabs

    Find the details about the types of commission models or fees structure offered by Anand Rathi PMS house as follows-

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

    You may refer to this for Anand Rathi PMS Commissions. They have three distinct commission structures to offer. We’re referring to Prepaid, Volume% and Profit-Sharing Commission.

    Anand Rathi PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.5% of Investment
    Investment – 50L – 1 Cr. 1.3% of Investment
    Investment – 1 Cr. – 5 Cr. 1.2% of Investment
    Investment – 5 Cr. Plus 1.0% of Investment

    Anand Rathi charges the Prepaid Commissions on an annual basis. They charge their clients 1.5% for bronze, 1.3% for silver, 1.2% for gold and 1.0% for platinum plans.

    Anand Rathi PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.110% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.105% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.095% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.085% of the Total Transaction Volume

    Anand Rathi has distinct charges as per the Volume% Commission rates. Their clients have to bear 0.110%, 0.105%, 0.095% and 0.085% respectively. These charges are levied on bronze, silver, gold and platinum plans.

    Anand Rathi 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 23.1% of Profit
    Profit Amount – 5L – 10L 21.1% of Profit
    Profit Amount – 10L – 50L 19.1% of Profit
    Profit Amount – 50L Plus 16.1% of Profit

    Many like the other two plans, even the Profit-Sharing plan has specific charges. The charges with bronze, silver, gold and platinum are 23.1%, 21.1%, 19.1% and 16.1%.

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    Anand Rathi PMS Charges

    The below-given table is giving information about Anand Rathi Portfolio Management Service Charges-

    Management Fees As per the commission model
    Upfront Fees 0.66% – 0.88% of Asset Value
    Brokerage Charges 0.007% – 0.017% of Total Transaction Value
    Custodian Charges 0.11% – 0.33% of Asset Value
    Depository Charges 0.11% – 0.22% of Asset Value
    Exit Load – within 12 months 0.88% – 1.22% of Withdrawal Value
    Exit Load – post 12 months Free

    Anand Rathi is strict about their PMS charges. They’ve categorized the charges accordingly. The management fee is charged as per the commission model. Other than that, there are a few more charges to take care of.

    And the list includes:-

    • An upfront fee worth 0.66% – 0.88% of asset value.
    • Brokerage charges are worth 0.007% – 0.017% of the total transaction value.
    • Custodian charges worth 0.11% – 0.33% of asset value.
    • Depository charges worth 0.11% – 0.22% of asset value.
    • Exit load worth 0.88% – 1.12% of withdrawal value. This is required in case the exit occurs within 12 months. And, we’re referring to the first 12 months post-investing.

    Anand Rathi PMS Benefits

    Find the details about Anand Rathi PMS advantages in the table given below-

    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

    There are numerous benefits of investing with Anand Rathi PMS. And, we’ve listed them all:-

    • They provide a top-up facility. This allows the clients to increase their investment volume upon their will.
    • They provide back office reports, portfolio view and detailed view. This enables the clients to keep track of their investments.
    • They have flexible commission models to offer. This empowers the clients to pay Anand Rathiatr at their convenience.
    • Anand Rathi PMS benefits their clients through flexible investment plans too.
    • They provide regular updates to their clients. This includes updates through email, WhatsApp and SMS.
    • The company has a fund manager with huge experience. Rajesh Samtani’s 23 years of experience often prove miraculous.

    Anand Rathi PMS Customer Care

    The table given below is showing a detailed view of Anand Rathi PMS Customer Care.

    Customer Care
    Call Support Yes
    Email Support Yes
    Chat Support No
    Whatsapp Support Yes
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 3 to 6 Times a month
    Issue Resolving TAT 12 working days

    AnandRathis knows the value of their clients. And, that’s why they grant exclusive customer care support to their clients. Here’s the entire list of support they provide:-

    • They grant call support facility. This enables the clients to stay informed about their investments over a call.
    • They even provide email-based support to their clients. This enables the clients to stay updated through email threads.
    • They have the provision for granting WhatsApp support to their clients. This ensures that their clients always remain informed. It’s the easiest way to get updates on investment portfolios.
    • The clients are even granite,d dedicated relationship managers. These managers help the client understand the company’s investment approach. They even help clients with active issue resolution.
    • The clients are allowed to access the fund manager over call. The limit to this facility is 3 – 6 times a month.
    • Anand Rathi strives to ensure that no problems occur to their clients. However, if it does, they only take 12 working days to resolve it.

    Anand Rathi PMS Conclusion

    To conclude, we think that Anand Rathi PMS is good to trust your investments with. And, the records of the company do not disagree with us.

    Anand Rathi PMS FAQs

    Who is the current Fund Manager of Anand Rathi PMS?

    The fund manager at Anand Rathi is. Mayur Shah is also the assistant vice president of the company. Mr MayurShahh carries an experience of 15 years, with which they have been constantly assisting the company.

    What is the investment strategy of Anand Rathi PMS?

    Anand Rathi investors are given an array of choices where they can invest their money. There are major three investment strategies given at Anand Rathi which are –The impress portfolio, PMS portfolio plus and MNC portfolio

    What are the benefits of investing with Anand Rathi PMS?

    When we talk about the benefits that one will be getting post joining hands with Anand Rathi, in that case,e the company’s return speaks for itself.

    • The impressive PMS investing strategy has been the most beneficial; they have a return rate of 22.20% just in the first two months.
    • When we take into note the MNC PMS and Portfolio plus their return percentages run hand in hand. Both these investment policies have been benefiting the clients with a return percentage of 21% and 28% in six months.

    Is it worth investing in Anand Rathi PMS?

    Anand Rathi has been a constant name in the investment industry since its establishment. The reason for the company to have such customer loyalty remained in their methods of providing services. Starting from providing back office reports to offering a flexible commission model enabling clients to pay as per their convenience to having a fund manager with 15 years of work experience. Anand Rathi has been a lone stop of miraculous solutions for their clients for years.

    What is the fee structure of Anand Rathi PMS?

    There are two fee structures given at Anand Rathi, clients can either choose – Fixed Fee or a Variable Fee. Under the fixed fee an AMC of 2.50% is charged, while when choosing the variable fee, for the first year the AMC is around 3%.

    Where can I check the return or performance of Anand Rathi PMS?

    Anand Rathi takes delight in having a splendid record of maintaining positive returns for every coming year; however,r the in-depth report of the same can be obtained through the given article.

    How to call or reach Anand Rathi PMS customer care?

    The customer care facility at Anand Rathi is one of many. The company provides various supports through –calls, emails and as well as Whatsapp. Anand Rathi even gives the luxury to communicate with their fund managers around 4-6 times a month when urgently required.

    Where to find complete details about Anand Rathi PMS?

    Our article speaks in depth about Anand Rathi, starting from their fund managers to their return performance, thus you can obtain the complete information here.

    How can I invest with Anand Rathi PMS?

    Joining hands with Anand Rathi can indeed be a wise decision; however, it’s very easy to reach out to the company. Interested individuals can click on the button they view this page, which has “Invest in PMS” written over it. You can fill out the service form, leading to which the company executives will get in touch with you very shortly.

    What is the approx AUM of Anand Rathi PMS?

    Anand Rathi has been managing funds for more than 2000 clients all over the country, thus the overall assets under management for the company are around 1500 Crores.

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