Anand Rathi PMS – Review, Strategies, Returns, Charges & more
Anand Rathis PMS is 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. In fact, 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 they follow.
- 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 about their customer care.
- And, a conclusion to the entire article.
Anand Rathi PMS – Customer Ratings & Review
Find Client 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|
Overview of Anand Rathi Portfolio Management Services
Find a detailed overview of the Anand Rathi portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Leadership||Mr. Anand Rathi|
|Yr. of Establishment||1994|
Anand Rathi has been active since the last 25 years. They initiated in Mumbai, Maharashtra in the year 1994. And, the credit to their existence goes to their founder Mr. Anand Rathi.
The company has witnessed enormous success in the last 25 years. In fact, 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 their clients with versatile financial services.
Now, we will have a discussion about Anand Rathi 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|
Anand Rathi PMS has both, Discretionary and Non-Discretionary PMS. The former allows independent management of the clients’ funds. And, the alterations are made as per the need of the hour.
The later seeks 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)|
|AUM (in Cr.)||Approx 1400 cr|
|Number of Clients||1500+|
|Investment Tenure||Minimum 3 yr.|
Mayur Shah (Assistant Vice President)
Academic record of Mr. Mayur Shah is MBA Finance and CFP. Speaking in context with career and experience, it goes up to 15 years in domains of Investment advisory, Product Development and Portfolio Management.
Being the assistant vice president, he is responsible with the PMSs run at Anand Rathi. First company on record of his experience is Kotak Securities Ltd dated back in the year 2005. He shifted to the Anand Rathi Group from prior 13 years, and has contribute for both PMS and PCG domains.
Excellence which speaks of his hefty expertise is, MNC funds which he helped manage were ranked among top 3 PMS on the basis of 1 year performance, as in Economic Times.
And at present, he manages assets worth 1,400 cr. He requires minimum investment tenure of 3 years to engage with a client.
Know Fund Managers of Other Portfolio Management Service Companies
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Anand Rathi PMS Strategies
The below table is providing details about the Anand Rathi portfolio management service strategies-
|MULTI CAP||IMPRESS PMS|
|MULTI CAP||PORTFOLIO PLUS|
The table above describes 3 strategies. However, there are 3 other Anand Rathi PMS Strategies to consider:-
Impress Portfolio has been managed since May 2017. It’s a discretionary type 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.
PMS Portfolio Plus:
PMS Portfolio Plus has been managed since the October 2011. It acquires consistent returns by investing in long term portfolios.
The fund is invested upon 15-20 stock portfolios. Simply putting, the fund is spread across large and mid-cap portfolios with equal stress.
This ensures consistent returns with low churn and low expense. This invests as per clients’ profitability post tax returns in mind.
MNC portfolio is another discretionary PMS managed since April 2018. As the name suggests, this invests on MNC’s in India. And, it generates consistent of returns through risk moderation.
This invests upon MNC’s in India with 50% or more foreign shareholding. We’re referring to well-diversified long-term investments. Investments, 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-
|Category||THEMATIC||MULTI CAP||MULTI CAP|
|Strategy||MNC PMS||IMPRESS PMS||PORTFOLIO PLUS|
|Inception||Mar, 2018||May, 2017||Oct, 2011|
All of Anand Rathi’s PMS Returns have been listed within the above table. In fact, you can see the CAGR (Compound Annual Growth Rate) with ease.
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Anand Rathi PMS Investment Plans
Below the given table is providing details about the Anand Rathi 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|
There are four different categories of Anand Rathis’ PMS Plans. They start with the bronze category that requires an investment of 25 – 50 L. The next category in line is the Silver.
This caters to the clients with an investment capacity of 50 L – 1 cr. Third in line is the Gold category with required investment of 1 – 5 cr. And, at last comes the Platinum category. This only caters to the 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 are as follows-
|Commission / Fees Structure|
|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 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 Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.105% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.095% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.085% of Total Transaction Volume|
Anand Rathi has distinct charges as per the Volume% Commission rates. Their clients has 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|
Much like 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%.
Know Charges models of other Portfolio Management Service Providers
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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 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. In fact, they’ve categorized the charges accordingly. The management fee is charged as per 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 worth 0.007% – 0.017% of 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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
There are numerous benefits of investing with Anand Rathi PMS. And, we’ve listed them all:-
- They provide 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 investment.
- They have flexible commission models to offer. This empowers the clients to pay Anand Rathi as per 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. In fact, Rajesh Samtani’s 23 years of experience often proves miraculous.
Anand Rathi PMS Customer Care
The table given below is showing a detailed view of Anand Rathi PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 3 to 6 Times a month|
|Issue Resolving TAT||12 working days|
Anand Rathis knows the value of their clients. And, that’s why they grant exclusive customer acre 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. In fact, it’s the easiest way to get updates on investment portfolios.
- The clients are even granted dedicated relationship managers. These managers help the client understand the company’s investment approach. They even help the 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, in case 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 past records of the company do not disagree to us.
Anand Rathi PMS FAQs
Ques – Who is the current Fund Manager of Anand Rathi PMS?
Answer – The fund manager at Anand Rathi is Mr. Mayur shah who is also the assistant vice president of the company. Mr. Mayur shah carries an experience of 15 years, with which they have been constantly giving their assistance to the company.
Ques – What is the investment strategy of Anand Rathi PMS?
Answer – At Anand Rathi investors are given an array of choice where they can invest their money. There are a major of three investment strategies given at Anand Rathi which are – Impress portfolio, PMS portfolio plus and MNC portfolio
Ques – What are the benefits of investing with Anand Rathi PMS?
Answer – When we talk about the benefits which one will be getting post joining hands with Anand Rathi, in that case the company’s returns speaks for itself.
- The impress 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 in 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 a six month span.
Ques – Is it worth investing in Anand Rathi PMS?
Answer – Anand Rathi has been a constant name in the investment industry since their 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 a 15 year work experience. Anand Rathi has been a one stop miraculous solution to their clients for years now.
Ques – What is the fee structure of Anand Rathi PMS?
Answer – There are two fee structures given at Anand Rathi, clients can either choose – Fixed Fee or 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%.
Ques – Where can I check return or performance of Anand Rathi PMS?
Answer – Anand Rathi takes delight in having a splendid record of maintaining positive returns for every coming year; however the in-depth report of the same can be obtained through the given article.
Ques – How to call or reach Anand Rathi PMS customer care?
Answer – The customer care facility at Anand Rathi is one in many. The company provides various supports through – call, email 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.
Ques – Where to find complete details about Anand Rathi PMS?
Answer – 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 itself.
Ques – How can I invest with Anand Rathi PMS?
Answer – 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 in this page, which has “Invest in PMS” written over it. You can fill the service form, leading to which the company executives will get in touch with you very shortly.
Ques – What is the approx AUM of Anand Rathi PMS?
Answer – Anand Rathi has been managing funds for around more than 2000 clients all over the country, thus the overall assets under management for the company is around 1500 Crores.
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